What smart money is saying about Oriental Watch
0398.HK
No fund has written a full thesis on Oriental Watch in our archive, but 1 fund letter reports a position in it, most recently Palm Harbour Capital Fund in September 2026.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Oriental Watch on record in the archive was reported in Q3 2026, across 1 fund letter, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- September 2026
“We redeployed some of the proceeds into Oriental Watch, a Chinese Rolex retailer offering a c. 10% dividend yield and upside from any recovery in Chinese luxury demand and with more than half of its market capitalization in cash.”
Oriental Watch
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