Mainland China Golden Throat (6896 HK) China’s leading lozenge maker at 10x P/E and a 10% dividend yield , and Michael Fritzell 31 August 2025 Paid Members Public
Mainland China Haier D-share (690D GR) — 2025 update World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes , and Michael Fritzell 10 August 2025 Paid Members Public
Mainland China Didi Global (DIDIY US) China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst , and Michael Fritzell 7 June 2025 Paid Members Public
Deep-dives JD.com (JD US) Trusted online retailer trading at a 9x P/E with a coming margin inflection , and Michael Fritzell 19 January 2025 Paid Members Public
Thailand The ultimate AI tool battle The best tools for equity research , and Michael Fritzell 11 November 2025 Paid Members Public
Treasury Wine Estates (TWE AU) Penfolds owner at 11x P/E and 7% dividend yield , and Michael Fritzell 9 November 2025 Paid Members Public
Insiders Insiders October 2025 October 2025 insider transactions in Asia. , and Michael Fritzell 4 November 2025 Paid Members Public
Portfolio Portfolio update October 2025 Continued gains in AeroEdge , and Michael Fritzell 30 October 2025 Paid Members Public