General

PW Medtech Group Limited (1358.HK): Deep Value Arbitrage Amidst a Structural Pivot to Hemodialysis

by

1. Executive Summary Investment Thesis: A Fortress Balance Sheet with a Free Call Option on Growth PW Medtech Group Limited (“PW Medtech” or the “Group”) currently presents one of the most pronounced dislocations between intrinsic asset value and market capitalization within the Hong Kong healthcare small-cap sector. Trading at a market capitalization of HK$ 1.975 … Read more

Coronavirus (Covid-19) Pandemic

by
Coronavirus photo

At the dawn of the new year, I was looking forward to the opportunity to regroup and re-strategize my investment plan. But as the saying goes, “Man proposes and God disposes”, the outbreak of the coronavirus laid to waste my investment plan for the year. It all began with the announcement of the lockdown of … Read more