Tuesday, September 11, 2018

Recent Buy - Yichang HEC ChangJiang Pharmaceutical & Dali Foods Group Co Ltd

Bought 800 shares of YiChang HEC ChangJiang Pharmaceutical @ HKD 35.65 yesterday
YiChang HEC ChangJiang develops and sells pharmaceutical products in the therapeutic areas of antivirus, endocrine and metabolic diseases and cardiovascular diseases. I like it's high margin, growing revenue and low debt. It's currently trading at around 13-14x PE.

Bought 5500 shares of Dali Foods Group Co @ HKD 5.43 today
Dali Foods Group Co Ltd is a snack food and beverage company. It went public in November 2015. The company has no borrowings and currently trades at 18-19x PE.

3 comments:

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  2. Hi Yaruzi,

    Always fond to see your new buys.
    May I ask if your UK portfolio is currently adversely affected by Brexit/the drop in GBP/SGD?
    Cheers.

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    1. Hi Frown, no at all. On both EUR or SGD basis, the UK portfolio is positive. You can click on Yaruzi's portfolio to see the details.

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