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Winners of China's "daigou" crackdown
Hainan duty-free stores and cross-border e-commerce platforms stand to benefit. Estimated reading time: 13 minutes
Michael Fritzell
Mar 22
4
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Winners of China's "daigou" crackdown
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Monday morning links
Deep Dive 2023-5, Halyk Bank, Oriental Watch, Nintendo
Michael Fritzell
Mar 20
13
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Monday morning links
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Deep-dive 2023-5
Watch now (9 min) | Hong Kong tourism proxy at a 67% discount to NAV
Michael Fritzell
Mar 19
5
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Deep-dive 2023-5
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IVF
Secular growth for decades to come. Estimated reading time: 11 minutes
Michael Fritzell
Mar 15
17
9
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IVF
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Monday morning links
En-Japan, Geo-Energy Resources, Haw Par Corporation
Michael Fritzell
Mar 13
11
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En-Japan update (4849 JP)
A highly successful HR-tech company suffering from weak near-term earnings due to its new Engage platform. Estimated reading time: 22 minutes
Michael Fritzell
Mar 12
4
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En-Japan update (4849 JP)
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Chinese ADRs are safe from delisting, for now
On VIE structures, delisting risks and potential workarounds. Estimated reading time: 15 minutes
Michael Fritzell
Mar 8
3
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Chinese ADRs are safe from delisting, for now
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Monday morning links
KFC, Japanese restaurants, Astutex alt-data
Michael Fritzell
Mar 6
10
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The Japanese restaurants that will prosper beyond COVID
Fast-food and sushi are taking market share on a secular basis, but the izakayas have the greatest recovery potential. Estimated reading time: 36…
Michael Fritzell
Mar 5
13
1
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The Japanese restaurants that will prosper beyond COVID
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10 Questions with Dmitry Baulin
On the use of alternative data when forming investment decisions. Estimated reading time: 9 minutes
Michael Fritzell
Mar 2
5
1
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10 Questions with Dmitry Baulin
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February 2023
Monday morning links
Deep-dive 2023-4, Techtronic, Shimano, Business Brain Showa-Ota, Keck Seng Investments
Michael Fritzell
Feb 27
12
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Portfolio update February 2023
Rally in MAP Aktif but weaker-than-expected earnings at VTech. Estimated reading time: 24 minutes
Michael Fritzell
Feb 26
7
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Portfolio update February 2023
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