Janeo

Nishikawa Rubber attracted the attention of an activist in 2020 (https://www.businesswire.com/news/home/20200616006047/en/RMB-Capital-Proposes-Share-Buyback-at-Nishikawa%E2%80%99s-Annual-General-Shareholders-Meeting). They didn't get anywhere unfortunately but there's someone watching out for the shareholders now.

Mainly Asian cigar butts. ELF E-L FINANCIAL TRE TREASURE ASA USAP UNIVERSAL STAINLESS & ALLOY HSON HUDSON GLOBAL 1122 QINGLING MOTORS 1127 LION ROCK GROUP LTD 1260 WONDERFUL SKY 2033 TIME WATCH 3828 MING FAI 450 HUNG HING PRINT 517 COSCO SHIPPING 4231.T TIGERS POLYMER 5161.T NISHIKAWA RUBBER 6023.T DAIHATSU DIESEL 6467.T NICHIDAI 7235.T TOKYO RADIATOR 7266.T IMASEN ELECTRIC INDUSTRIAL BTP Baker Technology Ltd. AVM Boustead Projects Ltd J2T Hock Lian Seng

Annual report 2020 is out, alongside dividends of NOK 1.50 per share declared.

https://www.newswire.ca/news-releases/weq-holdings-inc-formerly-westernone-inc-announces-final-distribution-to-shareholders-and-provides-update-on-liquidation-proceedings-888419736.html

Can't find any news other than this: https://moneys.mt.co.kr/news/mwView.php?no=2021012110528036756 Per google translate: Hyundai Glovis is on the rise in the morning. It is interpreted as reflecting investors' expectations for Hyundai Glovis' new businesses such as electric vehicle battery lease and hydrogen logistics. EDIT: probably this https://www.mk.co.kr/news/stock/view/2021/01/69526/

https://www.newswire.ca/news-releases/weq-holdings-inc-formerly-westernone-inc-provides-update-on-liquidation-proceedings-803204884.html

I own some Lion Rock in my net-net basket as well. Have u looked at its recent spinoff Left Field Printing (HK:1540)?

There’s still quite a number of those in Japan and Hong Kong. Some of them held up pretty well against their respective indices over the past few months. But because they didn’t drop as much makes me think their upside upon a future rebound will tend to be lesser also. Interesting to note also is that among the few HK cash boxes/net-nets I own, instead of cutting div, most of them maintained their div and I even saw an increase in some of them.

Bought these cigar butts recently: TYO: 4234 Sun A. Kaken TYO: 5928 ALMETAX TYO: 6467 NICHIDAI

Great initiative! Singapore https://www2.sgx.com/securities/company-announcements Malaysia https://www.bursamalaysia.com/market_information/announcements/company_announcement Japan https://disclosure.edinet-fsa.go.jp/E01EW/BLMainController.jsp?uji.bean=ee.bean.parent.EECommonSearchBean&uji.verb=W0EZA230CXP001007BLogic&TID=W1E63010&PID=currentPage&SESSIONKEY=&lgKbn=2&dflg=0&iflg=0

Yea that's about it. Take a screener and look for low p/b, low enterprise value, multi years low etc then flip them if they go up. I find it hard to track those growth/turnaround/special situation plays so I stay away from them.

Bought these over the past couple of months. 5971.T Kyowakogyosyo Co 7266.T IMASEN ELECTRIC 7614.T OM2 Network Couldn't find an existing topic for HK stocks, but are there any interest in those as well? Bought the below recently too. Available for PM to avoid derailing this thread. :) Computime (HK:0320) Hung Hing Printing (0450:HK) Qingling Motors (1122:HK) Ming Fai (3828:HK)

Hmm any idea why SORL is trading at a relatively decent spread against the go pte offer? Approvals required seems limited. Looks low ball-ish but there's no large SH out there to block it from what I can tell? Or is it due to the Chinese factor? Curious to hear any thoughts on this.

Interesting development: https://www.afr.com/business/banking-and-finance/lanyon-goes-activist-on-cheapest-infrastructure-company-in-the-world-20190625-p5213z

Hi there, I got interested in the stock after listening to the podcast. So I googled around and found something interesting regarding the 25,000 acres of land. So here's a bio (http://straighttalktv.com/bios/henry_walker.html) of Henry Walker pre-2010. I assumed this because it states that QUCT's AUM is $1.2b and in 2010 the AUM is ~$2b. In that bio, it states that QUCT has a 25,000 acre working cattle ranch, and other commercial/retail investment properties located throughout Southern California. And this is a bio (http://labusinessjournal.com/news/2017/sep/26/money-book-w-henry-walker/) of Henry Walker published in 2017. I quote the relevant parts: "Queen City Investments, a multifaceted holding company that owns F&M Trust Co., California’s oldest chartered trust company with assets under management of $2 billion, a more than 50,000-acre working cattle ranch, and other Southern California commercial-retail investment properties. " Am I missing something here or did the amount of land QUCT owns actually doubled over the past decade? :o