Global Value Investing

[throwerw]

Not to mention they refuse to talk to outside investors most of the time. The only way to get access to management is on AGM day. Sounds a bit like Buffett, no?

They are great capital allocators with long-term vision. You're well protected as a minority shareholder by HK takeover rules, and they have a long track record of creating shareholder value. Huge discount to intrinsic value, and a 6%+ yield while you wait.