Taiwan
Giant Manufacturing (9921 TT)
The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E
Weekly highlights
Thematic reports
Become smarter through Generative AI
10 use cases for equity research. Estimated reading time: 20 minutes
Portfolio
Portfolio review April 2025
Liberated. Estimated reading time: 30 minutes
Weekly Highlights
Japan
Anicom (8715 JP)
Japanese pet insurance company with secular growth at 13x P/E
Links
Links April 2025
10 investment write-ups, 10 articles and 10 podcast episodes
Weekly Highlights
Thematic reports
Travel notes: Taipei
Estimated reading time: 17 minutes
Thematic reports
10 Questions with Jussi Askola
Global REIT expert. Estimated reading time: 13 minutes
Australia/NZ
Kina Securities meeting (KSL AU)
A Papua New Guinea commercial bank. Estimated reading time: 12 minutes
