Thematic reports
Analyze capital allocation in 10 easy steps
The case of Koshidaka. Estimated reading time: 28 minutes
Analyze capital allocation in 10 easy steps
The case of Koshidaka. Estimated reading time: 28 minutes
Weekly Highlights
Deep-dives
Mandarin Oriental (MAND SP)
World-class luxury hotel group at 76% discount to NAV
Vote for this week's deep-dive
5 stocks to choose from
Weekly Highlights
A teaser post sent to free subscribers
Singapore
What's left in my CPF
I narrowed down 300 stocks to one. Estimated reading time: 36 minutes
Mainland China
Q&A: Modern Dental (3600 HK)
Global provider of low-cost dental prosthetics. Estimated reading time: 13 minutes
Weekly Highlights
A teaser post sent to free subscribers
Portfolio
Portfolio review September 2024
China is where it's at. Estimated reading time: 27 minutes
Thematic reports
Live stream with Daye Deng
Equity research analyst writing the East Asia Stock Insights Substack
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Asian Century Stocks is a newsletter focusing on Asian value stocks. I started it in 2021, and after 5 years, it's become one of the biggest finance newsletters in the region. Asian Century Stocks is read by over 20,000 investors worldwide. You'll get a perspective