H78.SI Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 7, 2025	Orbis International Equity	-	-	ASII.JK, D01.SI, H78.SI, HMC, J36.SI, SBUX, SE, TM	Asia, Conglomerates, consumption, E-Commerce, growth, value	Asian economies are transitioning from export-driven growth to domestic consumption-led models, creating opportunities in undervalued consumer-oriented businesses. This structural shift represents a multi-decade rebalancing that could drive a new virtuous cycle of local consumption and reinvestment.	SE J36.SI 8802 JP	View
2025 Q3	Oct 8, 2025	Orbis International Equity	-	-	ASII.JK, D01.SI, H78.SI, HMC, J36.SI, SBUX, SE, TM	Asia, Conglomerates, consumer, Hong Kong, Indonesia, value	Asian economies are transitioning from export-driven growth to domestic consumption-led models, creating opportunities in undervalued consumer-oriented businesses. This structural shift represents a multi-decade rebalancing that could drive a new virtuous cycle of local consumption and reinvestment.	SE ASII IJ JAR LN	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 18, 2026	Substack	Praya Value	HongKong Land	Real Estate	Commercial Real Estate	Neutral	Singapore Exchange	asset portfolio, commercial real estate, Corporate Governance, cross-holding structure, Hong Kong CBD, HongKong Land, Jardine Matheson, NAV discount, operational improvements, shareholder value	View Pitch

BSD Shareholders of H78-SI

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

H78-SI

H78-SI

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of H78-SI

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