This Week in Asia #43

Major Cineplex + Applied Co + Photosynth

Photosynth (4379 JP)

Japanese smart-lock SaaS company at 1.3x trailing EV/Sales

This Week in Asia #42

Air Water + FnGuide + Fu Shou Yuan

Philippine Seven (SEVN PM)

Convenience store operator at 13x P/E

Mizuno (8022 JP)

Japanese sportswear brand at 16x P/E

This Week in Asia #41

Hanssem's CEO has been buying stock. Verdad argues that the Japanese yen is the cheapest G-10 currency. And my portfolio update for August 2026 is finally out. Watchlist update * Elevator service company Hong-Wei Electrical announced it's moving from an over-the-counter listing to

Portfolio update August 2026

A rally in Japanese SaaS stocks

Emerging market life cycles

An assessment of country cycles in 2026

Creek & River (4763 JP)

Japanese talent agency micro-cap

This Week in Asia #40

Alibaba + Baguio Green Group + Trip.com

Trip.com (TCOM US)

China's largest online travel agent, now expanding internationally

This Week in Asia #39

Freee + CTOS Digital + China Tower