Mark Grammer
Ports Design Limited
589-HK
TOP PICK
Mar 04, 2010
Ports Design (ADR). A champion brand out of China. Have a great understanding of their customer base. Luxury clothing. Getting recognition around the world. High margins.
A Chinese apparel manufacturer that caters to the high-end Chinese female market. 25% same-store sales growth consistently for a number of years. 2.5% yield.
Hong Kong exchange. Great consumption play in China. On the high end of the retail clothing business. Very strong, focused and disciplined management. Strong brand name in China. Very high return on equities.