I went to my dad's place for dinner tonight, and after eating, we chatted about recent stock trading activities.

After a brief exchange, he said he’s currently holding no positions, so I continued discussing with him how to analyze and identify high-quality stocks from a fundamentals perspective.

When talking about bank stocks, we looked at the stocks of the Big Four banks.

We found that the fundamentals of Bank of China and China Construction Bank are seriously undervalued.

For example, the share price of Bank of China HK is currently only half of its net asset value per share—this is clearly a value investing opportunity.

I'm planning to start allocating part of my portfolio next week as a long-term liquid asset reserve. The annual dividends are also quite attractive, and there will be a 10-for-1.094CNY dividend distribution next Thursday.