VALUE PARTNERS Stock Forum

$VALUE PARTNERS (00806.HK)$ Can see their investment holdings at pg. 139-140 and they have good size gold position that is performing well. Hard to evaluate rest of investments but this is in many respects a combination of a closed-end mutual fund that appears relatively well positioned and a money-losing asset management firm. Part of me would like to see them sell off the asset management business but it won't happen.
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$VALUE PARTNERS (00806.HK)$ Guess it is no great surprise but there appear to be problems with governance or business. They issued 43 million options with a strike price of HK$ 0.10. I have never seen a stock option grant like that and I've been around. It is really the same as a restricted stock grant of 43 million shares. I have only seen something like that when a company is on the edge of bankruptcy. Here; there is no risk of bankruptcy but it would not surpr...

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Dato'Seri Cheah Cheng Hye, Co-Chairman of Value Partners Group, known as the"Oriental Buffett", says: "China is a very attractive story.The world outside the Chinese Mainland is going through a very difficult period."
In an interview, he told the journalist that right now, the word on everybody's mind is called stagflation. Stagflation means a combination of high inflation and slow economic growth.So this is something on the minds of many international investors. Globally speaking, there has been a lot of problems of use of borrowings and debt to finance growth and inflation may rise very strongly in the next few months,more than people expected.
For fighting inflation, he personally like the Chinese currency because of its stability and with huge foreign exchange reserves as well as very little debt. In addition, it is possible that investors should consider buying hot commodities and gold.
Dato'Seri Cheah Cheng Hye is an overseas Chinese from Malaysia, practicing value investing.He noticed that the top value investors are emphasizing quality value investing, not just buying cheap stocks.
In Value Partners, the general direction is clear--more emphasis on China Asias.
Recently,they also is moving quite a lot of money into normal manufaturing companies,because they think that China will continue to emphasize manufacturing as a key engine of economic.
$VALUE PARTNERS (00806.HK)$ $Hang Seng Index (800000.HK)$ $Hang Seng TECH Index (800700.HK)$ $SSE Composite Index (000001.SH)$ $Shenzhen Component Index (399001.SZ)$