MI.UN-T 0.33 DRVN-Q 0 SWIM-Q 0 TOL-N -0.07 NOG-N -0.26 CPA-N -0.03 PBH-T 1.49
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Mark Grammer Ports Design Limited 589-HK TOP PICK Jun 30, 2010

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.
Mark GrammerMark Grammer
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Stock price when the opinion was issued

clothing
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TOP PICK

Ports Design Limited(589-HK)

Sep 03, 2008
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.
Patricia Perez-CouttsPatricia Perez-Coutts
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clothing
TOP PICK

Ports Design Limited(589-HK)

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.
Mark GrammerMark Grammer
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clothing
PAST TOP PICK

Ports Design Limited(589-HK)

Jan 17, 2011
(A Top Pick March 4/10. Up 18.17%.) Hong Kong Exchange. Almost had this as his Top Pick again.
Mark GrammerMark Grammer
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Stock price when the opinion was issued

clothing

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