We provide detailed fundamental research based upon thorough analysis to enable investors to make a fully informed decision on a potential investment. A key part of our research is estimating the company’s net asset value. We use a range of different valuation techniques to estimate this.
Perhaps even more important is to consider how the opportunity has arisen: why is the stock trading at such a wide discount? And in what way is our view different from that of the market? The final step is to identify any other potential factors that might lead to a reduction (or possibly widening) in the discount.
We are continuously looking for new investment ideas, whilst monitoring our existing recommendations. Companies on which we have recently produced research include:
Great Eagle Holdings
K. Wah International
From time to time, we publish research articles on the investment research website Seeking Alpha.