Report: The Asia Investor Performance Report

This week I'll be reviewing the performance of the Asia Investor portfolio so far, picking apart the returns on our recommendations, and outlining where I plan to take the portfolio in the months ahead.

This week I'll be reviewing the performance of the Asia Investor portfolio so far, picking apart the returns on our recommendations, and outlining where I plan to take the portfolio in the months ahead.

I intend to do portfolio reviews for Asia Investor roughly once a quarter, in a lot more detail than I can squeeze into a weekly portfolio table. I don't attach any signifwww.moneyweek.comicance to the actual quarterly performance, because in the short-term share price movements often have very little to do with company fundamentals.

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Eredene: Financial ResultsFY2005FY2006FY2007FY2008FY2009
Revenue (£ '000)Row 1 - Cell 1 Row 1 - Cell 2 Row 1 - Cell 3 1,4611,672
Net Profit (£ '000)-329-1,116204-6,4022,636
EPS (p)-2.2-0.680.08-2.611.01
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ASIA Investor Portfolio
StatusStockTickerExchangeAI DateAI Issue No.Offer Price ThenBid Price NowChange %Buy Limit
BuyEredene CapitalERELondon26/05/10Report18.5p19.5p5.41%22p
BuySilverlake AxisSILV, SLVX or 5CPSingapore26/05/10ReportS$0.29S$0.35522.41%S$0.4
BuyHsu Fu Chi InternationalHFCI, HSFU or AS5Singapore08/06/10#1S$2.32S$2.7418.1%S$2.85
BuyVitasoy International Holdings345Hong Kong22/06/10#2HK$6.00HK$6.071.17%HK$7.00
BuyARA Asset ManagementARA, ARAM, D1RSingapore06/07/10#3S$1.09S$1.122.75%S$1.35
BuyICICI BankIBNNew York20/07/10#4US$ 37.97US$41.007.98%US$44.4
BuyPetra FoodsPETRA, PEFO, P34Singapore03/08/10#5S$1.44S$1.36-5.56%S$1.60
BuySichuan Xinhua Winshare Chainstore811Hong Kong20/08/2010#6HK$4.28HK$3.96-7.48%HK$5.00
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