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Emerging Market Skeptic's avatar

I've only come across the holdings company - DSFH... I linked to your post for today's weekly round up: Emerging Market Links + The Week Ahead (October 14, 2024) https://emergingmarketskeptic.substack.com/p/emerging-markets-week-october-14-2024

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Leahi Capital's avatar

For US residents, Interactive Brokers allows customers to buy stocks in HK and many other int'l markets. Probably others do as well.

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Siddharth Bothra's avatar

Great article, really love the way you dissect businesses!

Would love to invest in this stock, however I am not sure Indian brokers allow direct purchases of HK equities.

Any international MF that can be bought to gain exposure to this stock?

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Leahi Capital's avatar

Just read about HDFC Bank - they are as good as it gets

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Leahi Capital's avatar

Thanks for the kind words. Don’t know how an India resident can access HK stocks. And it is too small to be a major holding in a MF.

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Siddharth Bothra's avatar

Ah well, no problem. Anyways, great article. Gave me a few ideas on how I should evaluate banks 💪

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Nick the Greek's avatar

This may come off as grossly uninformed -- but can you tell me an appropriate platform to buy HK stocks? My normal brokerage accounts do not appear to allow this.

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Dragon Invest's avatar

Hi I’m a publication focused on HK and Chinese stocks. I recently wrote a post on Chinese net net stocks and also begun a series on Chinese restaurant stocks. If you have any feedback, I’m all ears

https://dragoninvest.substack.com/p/undervalued-and-net-net-investments?r=53xvwu

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mendo's avatar

What is the relationship betwen DAH SING BANKING GROUP LTD and DAH SING FINANCIAL HOLDINGS? I asume the second is the mayority owner of the first one? The later one (SEHK: 440) looks cheap as well, at first quick glance.... What do you think?

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Leahi Capital's avatar

DSF is the lead shareholder. DSBG is its main asset. I believe it used to have some insurance operations but it sold it years ago. But haven’t looked at DSF lately so you might want to confirm.

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