I have updated the portfolio tracker, which you can view here. The share price and index data are as of market close on June 7th. Please do make note of the disclaimers outlined on the tracker page. The largest contributors to performance have been TK Group and Netease, which are now up 60.8% and 44.7% respectively (including […]
Day: 8 June 2017
Marathon Adds to Esprit Stake
Marathon Asset Management LLP (Marathon) recently added to its stake in HK-listed Esprit Holdings (Esprit). According to a filing submitted to the Hong Kong Stock Exchange on June 5th, 2017, the firm bought 6,506,500 shares on the exchange on June 2nd at an average price of HKD 5.578 per share (the total consideration was ~US$4.66m). Following the purchase, Marathon’s stake in Esprit […]
2017 Sohn Conference Hong Kong
The 2017 Sohn Conference Hong Kong took place yesterday at the Asia Society’s Jockey Club Hall. FT Alphaville covered the event and you can find their full notes from all the speaker presentations here. For more on how the 2016 picks played out, see here. Below is a summary of this year’s speakers and their corresponding picks: Seth Fisher (Oasis): […]