Links
Links June 2025
10 write-ups, 10 articles and 10 podcasts
Mainland China
Didi Global (DIDIY US)
China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst
Weekly Highlights
Deep-dives
Haw Par (HPAR SP) — 2025 update
Estimated reading time: 16 minutes
Portfolio
Portfolio review May 2025
Estimated reading time: 22 minutes
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Weekly Highlights
Japan
Kawai Musical Instruments (7952 JP)
Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target
Links
Links May 2025
10 write-ups, 10 articles and 10 podcasts
Weekly Highlights
Malaysia
Hidden champions of Malaysia
Top 25 companies of Malaysia. Estimated reading time: 40 minutes.