Hainan duty-free stores and cross-border e-commerce platforms stand to benefit. Estimated reading time: 13 minutes
Deep Dive 2023-5, Halyk Bank, Oriental Watch, Nintendo
Deep-dive 2023-5Watch now (9 min) | Hong Kong tourism proxy at a 67% discount to NAV
Secular growth for decades to come. Estimated reading time: 11 minutes
En-Japan, Geo-Energy Resources, Haw Par Corporation
A highly successful HR-tech company suffering from weak near-term earnings due to its new Engage platform. Estimated reading time: 22 minutes
On VIE structures, delisting risks and potential workarounds. Estimated reading time: 15 minutes
KFC, Japanese restaurants, Astutex alt-data
Fast-food and sushi are taking market share on a secular basis, but the izakayas have the greatest recovery potential. Estimated reading time: 36…
On the use of alternative data when forming investment decisions. Estimated reading time: 9 minutes

February 2023

Deep-dive 2023-4, Techtronic, Shimano, Business Brain Showa-Ota, Keck Seng Investments
Rally in MAP Aktif but weaker-than-expected earnings at VTech. Estimated reading time: 24 minutes