Posted by VenFx > 2018-08-12 11:17 | Report Abuse

Bcmall worth to study.

Posted by V Invest Together > 2018-08-12 11:40 | Report Abuse

yep :)

Posted by Halite > 2018-08-12 12:15 | Report Abuse

Very good sharing of knowledge
simple and straight forward but not misleading.
Very much better than those who talk so much about sky and heaven but very little about hell and earth.

preliminary feeling of my first reading : not a good buy

Posted by V Invest Together > 2018-08-12 12:32 | Report Abuse

Thanks Halite. :)
My opinion is can KIV & observe for their medical business as the management planned to switch their focus to medical sector.
However it will take some time for the observation, unless can know more details by attending their AGM.

Posted by Halite > 2018-08-12 12:43 | Report Abuse

My conclusion is based on your writing

1. Most of the contribution is from laundry which you said has limited growth

2. Health care still have a lot of uncertainties to achieve success

3. Directors take away half of the company profit

Posted by Halite > 2018-08-12 12:44 | Report Abuse

My advice :
Don't waste your time on this sort of company

Posted by V Invest Together > 2018-08-12 13:11 | Report Abuse

Yup thanks for the advice. There are still a lot of good companies out there.

Posted by moneykj > 2018-08-12 22:40 | Report Abuse

Good share to punt but you are too late. I'm ready to exit. Go try Hbglobal next week.