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Aeon Credit Service (Asia)
Overlooked consumer finance gem
Mar 26
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Aeon Credit Service (Asia)
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February 2025
Transcontinental Realty Investors
Too many concerns about asset values & corporate governance - avoid
Feb 18
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Leahi Capital
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Transcontinental Realty Investors
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December 2024
Janus International
Storage wars
Dec 12, 2024
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Janus International
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October 2024
Hong Kong stocks too cheap to ignore (part 3)
Dah Sing Banking Group
Oct 9, 2024
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Leahi Capital
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Hong Kong stocks too cheap to ignore (part 3)
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September 2024
PRA Group
Consumer credit cycle counterweight
Sep 16, 2024
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Leahi Capital
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PRA Group
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August 2024
AMREP CORP
Land mine
Aug 7, 2024
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AMREP CORP
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June 2024
Tiptree Inc
A closer look at Fortegra
Jun 20, 2024
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Tiptree Inc
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May 2024
Hong Kong stocks too cheap to ignore (part 2)
Great Eagle Holdings - unloved global hotel operator
May 9, 2024
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Leahi Capital
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Hong Kong stocks too cheap to ignore (part 2)
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April 2024
Flagship Communities REIT
Pricing power
Apr 3, 2024
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Leahi Capital
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Flagship Communities REIT
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February 2024
Hong Kong stocks too cheap to ignore (part 1)
Prosperity REIT (808) - 9.8% yield assuming further distribution cuts
Feb 2, 2024
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Hong Kong stocks too cheap to ignore (part 1)
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January 2024
Regional Management (RM)
Bombed out high yield lender
Jan 24, 2024
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Leahi Capital
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Regional Management (RM)
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December 2023
Alico Inc (ALCO)
Liquidation value may be $60, double the current share price
Dec 14, 2023
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Leahi Capital
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Alico Inc (ALCO)
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