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Graduated from the Department of Economics, the Chinese University of Hong Kong, and Richard Ivey School of Business, University of Western Ontario, with a Bachelor of Economics and an MBA, respectively
Joined Quamnet in 1999, and was appointed as Head of Quam Research in 2001, managing the research team and was responsible for leading Quam Research, and Quamnet’s Interactive Q&A
From 12 July 2002 to 31 Dec 2004, Quam Equity Growth Fund (private fund).
During the 30 months, this fund was +71.31% net of all fees, outperforming the Hang Seng Index which was +33.01% only
Appointed Chief Investment Officer of Quam Asset Management in 2006
Joined Ramius Capital Asia as Managing Director in 2008
Founded VL Asset Management Limited in 2009
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With Vincent Lam’s macro investment insights and practical experience in fund operations, he exclusively offers Quamnet readers his daily comments at market opening, weekly perspectives on various sectors as well as asset allocation strategies based on value investing so that readers can seize the best moment to invest.
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At market opening from Mondays to Thursdays, Vincent will analyze market trends and uncover the main investment themes in the ocean of overwhelming information. |
Vincent will analyze developments in various industry sectors, corporate prospects and asset allocation strategies weekly. |
Subscribers may leave messages, share experiences and exchange views regarding Vincent’s articles and investing in general. |
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| AH moving in sync |
| 18 May, 2010 |
......Results of Gome were not bad and it advanced against the market yesterday. However, compared with
Suning listed in the mainland, the Q1 results of Gome were not brilliant. Suning's turnover in Q1 soared 32% yoy. Operating
profit and net profit rocketed 89% and 86% respectively. The reason behind the substantial growth in earnings is attributed to
the soaring turnover, as well as the operating margin and net margin which have improved 2.01 percent and 1.53 percent
respectively. Suning's net profit margin was as high as 5.30%, compared with only 3.38% of Gome......
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| Picking ten-baggers – Summary (Part 1) |
| 28 May, 2010 |
......Another surprising finding is that half of these ten-baggers are newly listed shares. But their
common characteristics is that they are already industry leaders before going public. Among six newly listed ten-baggers,
China Life, Tencent and Zijin are already in the leading roles. Besides, though R & F Ppt is not an industry leader, its
estimated profit was as high as HK$1B for the first year after listing. It was in the leading position. It is rather hard
for investors to search out the two medical product makers, Weigao (8199) and Luoxin (8058). So it is not necessary for us
to resist new shares. It would be better to invest in shares which are already leaders or monopoly corporations before
listing......
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1 months
HK$340
6 months
HK$280 (Total HK$1,683)
12 months
HK$241 (Total HK2,888)
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