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
Weekly highlights
A teaser post sent to free subscribers
Links
Links September 2024
10 investment-related write-ups, 10 articles and 10 podcast episodes
Deep-dives
Samyang Foods (003230 KS)
The "hottest" Korean instant noodles maker at 14x run-rate P/E
Thematic reports
Hong Kong property amid rate cuts
A historic moment for Hong Kong's property market. Estimated reading time: 27 minutes
Highlights from Asian Century Stocks
Singapore
Boustead Singapore (BOCS SP) － 2024 update
Singapore conglomerate run by legendary FF Wong at 7.9x forward P/E. Estimated reading time: 25 minutes
Thematic reports
Alternative data for dummies
Estimated reading time: 18 minutes
Thematic reports
9 Questions with Afiq Isa
Private investor in Malaysia. Estimated reading time: 11 minutes
China Overseas Property (2669 HK)
SOE managing a growing portfolio of properties at 8.3x P/E
Thematic reports
Interview: Raghav Kapoor, Co-founder & CEO of Smartkarma
A discussion about Raghav's background, investment philosophy, Philippine equities, Digiplus, the Indonesian Rupiah, Cardig Aero Services, To Lam, Chinese & Indian stocks and his favorite book.