Today we talk about a luxury mall operator owns almost 30 million square feet of prime retail and office properties across key cities in China and Hong Kong. Despite carrying minimal leverage, the company trades at roughly 5x earnings and provides a well covered 9%+ dividend today.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-premier-shopping-mall

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Today, in Part 3 of our multi-part series, we talk about a money lender that trades at 4x earnings, has no leverage, has never lost money since going public, and pays an almost 10% dividend.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-highly-profitable-money-f29

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Today we talk about a pawnshop/ money lender trades at 5x earnings, has never lost money since going public, is overcapitalized, and pays an 8%+ dividend.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-highly-profitable-money-712

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Today we talk about a money lender trades at 2x earnings, has never lost money since going public, is overcapitalized, and pays an 8% dividend.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-highly-profitable-money

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Today we talk about a conglomerate that has undergone a complete transformation of its business model since being spun out, but is still viewed by the investment community as a pure play property company. Although they remain among the top real estate firms in Hong Kong, the company has further diversified into steady, durable income streams that give it an endurance few companies in the region can match.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-sample-the-safest-least

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Today we talk about a company that trades at a fraction of its cash, property, and inventories. It carries no debt and pays a roughly 13% dividend at today’s prices. At one point, the company was one of the best known watch brands in China, and even until today, it controls every point of its supply chain - from production to distribution.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-net-net-watch-brand

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Today we talk about an insurance broker trades at a market cap of roughly US$80M, while sitting on almost US$300M in net cash. The company has been profitable every year since its IPO in 2007, and is currently one of the top 20 largest insurance brokers in the world by revenues. Furthermore, management has authorized up to US$40M in share buybacks, or roughly 50% of the entire company at today’s price.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-top-20-insurance-broker

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Today we talk about a natural health food company currently trades at less than its cash, has no debt, and can be bought for less than 6x earnings.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-leading-natural-health

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Today we talk about a property company that trades at less than its cash and investments, and investors get an unencumbered 1.3 million square feet commercial property portfolio in Hong Kong and Australia for free. In addition, investors get paid an 8% dividend that’s well covered by the company’s recurring rental income.

Full report here:

https://ckmedia.substack.com/p/bargain-alert-sample-117-year-old

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