3 NEW Watchlist Stocks + 1 Portfolio Addition

Hi SuperKakis Members,

I hope you’re all doing well! I’m excited to share our latest ‘movements’ as of 28 Feb 2025.

Here’s what’s new:

• Portfolio Update:
  We’ve refreshed our portfolio with the latest performance figures as of 28 Feb 2025. You can check out all the updates in our Google Sheets (link below):

  https://docs.google.com/spreadsheets/d/1Wz5BlYgq4cOx_78e4cJGgMqyxRsDPGofscP5M4ku7gU/edit?gid=0#gid=0

Google is the one down the most (-12%) - quite a shocker maybe still reeling in impact from DeepSeek…

In contrast, Futu (MooMoo) is up a lot (24.75%) in just a short month - US down, China up yeah?

Moving on… we added 3 new stocks in our watchlist…

• New Watchlist Stocks:

  • We have added three promising watchlist stocks to our Google Sheets namely: Trip.com (TCOM), Hubspot and Super Hi International

  • These stocks have been carefully selected based on our research and align with our quality stock criteria.

  • TCOM is a company that is similar to Klook, Agoda combined - but it serves the HUGE China market + international markets.

  • Hubspot is another interesting stock that i recently encountered in my new job and we’re migrating to this platform to better cope with the AI era. Will share more updates on this going forward!

• Initiating New BUY of Super Hi International:

  • I’m particularly excited about our new position in Super Hi International. Attached to this email is a PDF report that dives deep into our investment thesis for this stock.

    Super Hi Stock Analysis Report.pdf501.65 KB • PDF File Download

  • In the report, you’ll find details on why we’re adding Super Hi International to our portfolio – from its robust global expansion and solid business model to its attractive growth catalysts.

  • I believe this stock will be a valuable long-term addition, and I’m confident it will complement our overall strategy nicely.

If you have any questions or need further insights, feel free to reach out – I’m always here to chat.

What’s Next?

I’d love to know your thoughts on these stocks!

Share your ideas and ask questions in our private Telegram group: https://t.me/+ZDdDP3-X02pkZjk1.

Thank you for your continued support and happy investing!

Warm regards,
James “using-AI-to-supercharge-reports” Yeo