Topic Archives: NagaCorp (3928.HK NGCRF NGCRY)

I’ve got a big ol’ pile of updates and thoughts about a dozen or so companies to get to, but we’re going to start with a teaser solution today. Paul Mampilly of Agora Financial’s FDA Trader apparently sent around a teaser note to his own subscribers (I say “apparently” because I’ve only seen the cut-and-paste […]

Just wanted to note a rare publicity moment for Nagacorp — results have been good as they continue to draw in regional gamblers to Cambodia. Their Chair got an interview on one of CNBC’s Asia shows here, long enough to give a good introduction to the company and update on their strategy and plans. Still […]

You may have noticed, but since news about Hong Kong-listed stocks doesn’t often trickle to the top of the Yahoo Finance feed I thought I’d post it here to make sure: Shares of Nagacorp, which was an “Idea of the Month” pick a long time ago and which has performed extremely well over the past […]

I’ve spent the past couple weeks going over my updated opinions on all of the past “Idea of the Month” stocks (or at least, those that haven’t already been dropped from coverage over the years), and I promised to put them all in one big list in order of likingness (yes, I know it’s not […]

Comments

  • Must be legal in Cambodia, I own NGCRF , (NAGACORP) and am doing well....

  • #NagaCorp Wow I see you wrote about NagaCorp in 2008 and owned shares. “Gambling in a top Asian tourist destinat...

  • Cleveland Thanks Travis I will learn a lot more on Jackpot Digital NagaCorp is such an interesting dividend paying st...

  • Thanks Cleveland, I've dabbled in a few gaming equipment names over the years but haven't ever looked at this one. T...

  • Hi Travis, I agree with you that Arcos Dorados is a long-term speculation on a really well-run company that has a fantas...

  • I continue to be cautious about Nagacorp -- they have many big capital investment projects on the horizon, including mor...

  • Sweet. I am going to take a nibble if they go up slightly - you have a way of identifying stocks that I would never norm...

  • I think you mean Nagacorp -- Cambodian, not Indonesian. The stock has been climbing recently thanks to improved economie...

  • Hi Brian. Their website has some pretty good information for investors, http://www.nagacorp.com/ -- they are also cover...

  • FYI, article on FT.com this weekend about investing in Cambodia -- it mentions NagaCorp as well as a new private equity ...

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