16 Comments

Thanks for the trip report. It’s quite interesting as a HK local seeing how others look into company here as to me it’s just daily life. I will endorse your comment about cafe de coral! It’s the go to choice here when you can’t think of food choice but you want healthier stuff than McDonald

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Thanks yeah and it was packed!

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Thanks for the report Roiss, did you visit or do you have a feeling about BestMart 360 an other small retailera like it?

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Hey, yea I visited a BestMart 360. Felt like a stable operation, but no moat. Given that it is very cheap, it might have good returns tho

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Just saw this post recently and I linked to it in my links post for today: Emerging Market Links + The Week Ahead (June 24, 2024) https://emergingmarketskeptic.substack.com/p/emerging-markets-week-june-24-2024

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Thanks a lot!

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Loved it, thanks for sharing

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Glad you liked it. Hopefully next time our travel schedules fit better and we can go for a beer or bubble tea :d

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Yeah if you're ever passing by Singapore, the bubble tea's on me!

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Thanks! Analogue looks interesting. Potential catalysts from overseas expansion + data centers biz

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how much did you spend in hk ?

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I don't understand the question

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I want to know what was your budget for this travel, planning to visti hong kong soon

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500€ flight

480€ hotel for 6 nights

around 70€ for the public transport with the airport express and a trip to shenzhen.

around 30-50€ per day for food

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thanks

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Nice!

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