I really enjoyed this email from a reader:
This fits in very nicely with what I said during the last "Evening with AK and friends".
I will add that if we look at OUE Limited as an asset play, we have to be very realistic about the time it might take to see value unlocked. It could be years before we see anything.
So, we need to size our position conservatively as well unless we have money to burn and we need to be very patient.
1. OUE Limited: A nibble.
2. An incomplete analysis of Wing Tai.
3. OUE Limited: An asset play.