Scottish Oriental Smaller Companies Trust have published their semi-annual update for 2017. You can download and read it here. The report provides a general update on their current thoughts and views, insights about existing holdings and changes to the portfolio over the period. It’s a little long, but an excellent read overall. I particularly enjoyed […]
Day: 9 August 2017
Waverton Comments On Bekasi Fajar
Waverton Southeast Asian Fund recently published their investor update for July 2017, which is available for download from their website. The letter includes commentary on their (relatively small) position in Krungthai Card Company and their outlook for the banking sector in Singapore (fully valued in their view). The fund also initiated a position in Bekasi […]
Hillhouse Reduces Stake In China Suntien
Hillhouse Capital Management (Hillhouse) recently trimmed their stake in HK-listed China Suntien Green Energy Corporation Limited (China Suntien). According to a filing submitted to the Hong Kong Stock Exchange on August 8th, 2017, Hillhouse sold 2,980,000 shares on the exchange at an average price of HKD 1.7252 per share on August 4th (total consideration was ~US$659,000). Following the […]
Edgbaston Increases Stake In Xinhua Winshare
Edgbaston Investment Partners LLP (Edgbaston) recently added to their stake in HK-listed Xinhua Winshare Publishing and Media Company (Xinhua Winshare). According to a filing submitted to the Hong Kong Stock Exchange on August 7th, 2017, the firm bought 397,000 shares on the exchange on August 4th at an average price of HKD 6.4702 per share […]
Mondrian Trims Stake In MicroPort
Mondrian Investment Partners Limited (Mondrian) recently trimmed their stake in HK-listed MicroPort Scientific Corporation (MicroPort). According to a filing submitted to the Hong Kong Stock Exchange on August 4th, 2017, Mondrian sold 738,600 shares on the exchange at an average price of HKD 6.7056 per share on August 3rd (total consideration was ~US$635,000). Following the sale, […]