IMAX China (1970 HK) － mid-2024 update
"Play it again, Sam". Estimated reading time: 17 minutes
Best Mart 360 (2360 HK)
Fast-growing Hong Kong discount retailer at 8.1x P/E and 10.6% dividend yield
Koshidaka (2157 JP) － 2024 update
Japanese entertainment business with excellent capital allocation. Estimated reading time: 18 minutes
Portfolio review April 2024
Monthly update about my personal Asia-focused portfolio of stocks. Estimated reading time: 22 minutes.
Book review: Spy the Lie
A review of a lie detection book from a former CIA officer. Estimated reading time: 17 minutes
The Silver Economy
Developed Asia is aging, increasing the demand for healthcare, golf and several other sectors. Estimated reading time: 11 minutes.
IH Retail (1373 HK) － 2024 update
Hong Kong's leading discount retailer down over 50% in less than a year. Estimated reading time: 17 minutes
Micro-Mechanics (MMH SP)
Singapore’s favorite child, now experiencing an industry downturn