Japan
Nippon Parking Development (2353 JP)
Irreplaceable assets with +12% historical EPS CAGR at 13x P/E
Thematic reports
Tariff chaos
Babies thrown out with the bathwater. Estimated reading time: 17 minutes
Weekly Highlights
Deep-dives
Haad Thip meeting (HTC TB)
Steady performance but the higher sugar tax is a near-term headwind. Estimated reading time: 11 minutes
Portfolio
Portfolio review March 2025
Liberation day? Estimated reading time: 26 minutes
Weekly Highlights
Thailand
Travel notes: Pattaya
Estimated reading time: 14 minutes
Weekly Highlights
Deep-dives
Metrodata (MTDL IJ)
Indonesian IT distributor and system integrator trading at 9x P/E
Links
Links March 2025
10 investment write-ups, 10 articles and 10 podcast episodes
