From my google excel:
The ones I mentioned in January
36% Asia standard International. HK:0129.
7% Keck Seng investments. HK:0184.
Eqstra holdings. JSE:EQS.
116%Texhong. HK:2678.
45% Future Bright HK:0703,
39% Paradise entertainment HK:1180,
22% Allied Group HK:0737,
233%Luen Thai HK:0311
222%Bracell HK:1768
90% Average return
Could not find anything on Eqstra anymore.
The ones I mentioned in august did worse:
18% Thai Wah PLC
16% Tenwow holdings
-4% SiS international
18% JD.com (somewhat speculative one).
12% Average Return
And the ones in october did better:
55% Tokyo Radiator
52% Hitachi Zosen Fukui
2% IFIS Japan
4% Cross Harbour holdings
28% Average Return
Have to factor in some currency movements here though.
Let's see if i can get lucky like that in 2017 (and actually profit from it myself lol). Would have done better just blindly holding all the stocks in my list evenly . My list starting january 6:
My favorites:
Asia standard
Future Bright
Keck Seng
Jiangnan group (new)
Youyuan int. (new)
Okayama Paper (new)
Less favorite, but still like:
Cross Harbour holdings
Century sunshine (new and really lol at all those ridiculous Chinese company names)
Alco Holdings (new)
Ming Fai (new)
broadcasting systems of Niigata (new)
Tokyo Kisen (new)
IFIS Japan
Besunyen holdings (new)
JD.com
Thai Wah
Im most optimistic about Jiangnan group:
http://seekingalpha.com/article/4033...-consolidation
And a fair amount are in Japan, which is not really a developing market, but whatever.