I opened 500.0 share(s) $COSCO SHIP HOLD(01919)$ ,I can accept the dividend yield at 6%, current dividend yield at 12%. It's enough safety margin for me. If profits drop less than 50% within a year, it satisfies me. The truth is nobody can forecast future, there's many factors affected the sea shipping prices and profits margin.
Chow Sang Sang is a hidden gem. As of the closing price on August 28, 2025, its Price-to-Book (P/B) ratio was 0.66. $CHOW SANG SANG(00116)$ The company's assets are primarily current assets (85%), mainly consisting of gold, jewelry, Rolex watches... Inventory asset. I find it hard to believe that such a company exists. Given its consistent dividend payments over the past 15 years and a current Trailing Twelve Months (TTM) dividend yield of 4.95%, I believe the financial statement is real. My conclusion is that the market has overlooked this small business, focusing instead on larger players, like $LAOPU GOLD(06181)$ $CHOW TAI
@MilkTeaBro:I opened 50.0 share(s) $TRIP.COM-S(09961)$ , Added Trip, international market still have great growth potential. If you want to travel to China or travel overseas from China, trip is the best App to cover the gaps between international and China market.
I opened 1000.0 share(s) $HISENSE HA(00921)$ ,Added an home appliances company to my portfolio. Global market is about 50% of total revenue. This industry is fiercely competitive, but Chinese Company beat others. P/E TTM is 9, dividend yield is above 5%, fair price for me.
I opened 800.0 share(s) $CHINA GAS HOLD(00384)$ , China Gas is a tragedy. As China's urbanization slows down and the real estate industry declines, China Gas is affected. No matter how hard it tries, it cannot escape its fate. In the last fiscal year, there was zero growth in gas pipelines. The company has officially become a public utility, a "cigar butt" economy with a 6% dividend yield that it can maintain in the long term, similar to a electricity power supplier.
I opened 2000.0 share(s) $SINOPEC CORP(00386)$ ,I opened 2000.0 share(s) $SINOPEC CORP(00386)$ , Open position for dividends, hope it can get advantage from lower electricity power price in China. Many chemical plants permanently closed because of high gas prices in Europe.
I closed 1000.0 share(s) $HAIDILAO(06862)$ ,H1 2025 results is disappointed. The stock price is reasonable, Dividend yield is above 5%%. My dividend income requires 5% dividend yield, its safety margins is too narrow for me because Haidilao pay out 95% profits for dividend. I closed my position at minor profits.
I closed 1000.0 share(s) $TRACKER FUND(02800)$ ,I closed 1000.0 share(s) $TRACKER FUND(02800)$ , Trimmed position for profits. HK stocks are far away from bubble. I bought the ETF from 2-3 years ago at low cost. Gradually trim position which works for me.
Wasion Holdings: A Smart Grid Winner with Rising Revenue
Wasion Holdings is a leading enterprise in the energy metering and energy efficiency management segments. While maintaining a stable domestic market share in China, it has achieved multi-point expansion overseas, with both revenue and profit maintaining high-speed growth. In 2024, overseas market revenue reached 2.397 billion yuan, a year-on-year increase of 50%, accounting for 27% of the company's revenue, achieving a balanced layout in the Asian, African, European, and American markets. The company continuously optimizes the structure of centralized bidding and procurement business in China and explores new markets. It continues to win bids for substation projects at the State Grid headquarters, with some new products winning bids for the first time, while also exploring the
I closed 100.0 share(s) $Venture(V03.SI)$ , Trimmed position at little profits and switched to other investment opportunities, more diversified portfolio.
I opened 2000.0 share(s) $CHINA RES POWER(00836)$ ,Added position for swing trading. A company profits fluctuate is normal, dividend yield 6% is attractive, spin off new energy in A share market in the near future could happen, documents have been submitted to authority. I believed it was good chance for it if HK Bull Market continues.