Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
20,000 followers for Discount Dragons as of today; that is a near 70% growth in just the last three months. Impressive.
Full year financial results for HUD ought to be due in 5/6 weeks, I will be looking for an encouraging update on current trading.
I expect we may get an update on Lets Explore and Vodiac soon. Could they be spun off as a separate vehicle? No clues at present, other than the CEO wanting to make sales of these products a year round educational/entertainment business.
Virtual reality products are gaining in popularity, especially after Apple Vision Pro launch. There is a lot of potential in this part of the business.
Discount Dragon continues to perform well it seems. The fulfilment time in order processing is noticeably faster . The product offerings has broadened markedly and quarter over quarter growth in sales will surely look impressive. The question remains re the bottom line and the cost of sales.
Stripping away the sizeable cash position, the stock market valuation looks undemanding for HUD.
Dec 16.5k, Jan first 20 days 15k.
Product line and marketing effort considerably upgraded.
Hopefully new warehouse facility up and running later this year.
HUD’s growth will require significant management skills .