The Asian pet industry
The rise of COVID-era "fur babies". Estimated reading time: 14 mins
China Tower (788 HK)
State monopoly at a forward P/E of 11x and rapidly falling depreciation charges
Portfolio review October 2023
Every man needs a hedge. Estimated reading time: 21 minutes.
Book review: Handbook on the Psychology of Pricing
On Markus Husemann-Kopetzky's new book. Estimated reading time: 14 minutes
Hartalega update (HART MK)
Getting close to an ASP bottom. Estimated reading time: 15 minutes.
China Overseas Land & Investment (688 HK)
State-backed COLI strikes back, now with a P/E of 5.2x
Plover Bay Technologies (1523 HK)
A 5G and Starlink bet at 9x P/E and a 9% dividend yield
Portfolio review September 2023
There's no place like Hong Kong. Estimated reading time: 21 minutes.
Travel notes: Chiang Mai
Meeting Marc Faber, a FinTwit contact and thoughts on Thai consumer brands. Estimated reading time: 8 minutes