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Asia links 17 Dec 2020: Hong Kong real estate, Korean day-traders, Japan tourism

, and Michael Fritzell

17 December 2020 . 10:34 AM

4 min read

Residential high-rises in Hong Kong

Latest

Update: Casio (6952 JP)

Deep-dives

Update: Casio (6952 JP)

Casio's in turnaround mode at 1.0x EV/Sales

, and Michael Fritzell

15 February 2026

Paid Members Public

Insiders January 2026

Insiders

Insiders January 2026

HK REIT, Korean CPG name, and more.

, and Michael Fritzell

11 February 2026

Paid Members Public

Luxury Watch Market Analysis (Feb 2026): Rolex Price Rebound and Swiss Export Growth in Asia

Thematic reports

Luxury Watch Market Analysis (Feb 2026): Rolex Price Rebound and Swiss Export Growth in Asia

Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too

, and Michael Fritzell

9 February 2026

Paid Members Public

Carabao (CBG TB)

Deep-dives

Carabao (CBG TB)

The “Monster Beverage of Thailand” at 12x forward P/E

, and Michael Fritzell

8 February 2026

Paid Members Public