Major Cineplex update (MAJOR TB)
COVID-19 earnings recovery on track, with the election unlikely to impact the business much. Estimated reading time: 14 minutes
MacroAsia (MAC PM)
The leading aviation services business in the Philippines enjoying a COVID recovery
Long-term front-running
An introduction to value investing. Estimated reading time: 21 minutes
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Deep-dive 2023-8: NagaCorp (3918 HK)
Cambodian monopoly casino operator getting ready for a wave of Chinese tourists
Portfolio review April 2023
Adding to three China reopening proxies. Estimated reading time: 28 minutes
Monday morning links
Persistent Systems, Praemium, Hong Kong Hidden Champions, Borrowing ideas from funds #6
Hidden champions of Hong Kong
An attempt to find the best businesses listed in Hong Kong. Estimated reading time: 33 minutes.
Book review: Red Roulette
What I learnt from Desmond Shum's book. Estimated reading time: 10 minutes.