Michael Fritzell

Deep-dives

Hartalega update (HART MK)

Getting close to an ASP bottom. Estimated reading time: 15 minutes.

• 

Michael Fritzell Oct 22, 2023

Mainland China

China Overseas Land & Investment (688 HK)

State-backed COLI strikes back, now with a P/E of 5.2x

• 

Michael Fritzell Oct 15, 2023

Australia/NZ

Australia's coming housing bust

Estimated reading time: 10 minutes

• 

Michael Fritzell Oct 11, 2023

Deep-dives

Plover Bay Technologies (1523 HK)

A 5G and Starlink bet at 9x P/E and a 9% dividend yield

• 

Michael Fritzell Oct 8, 2023

Thematic reports

What I read in September 2023

Estimated reading time: 23 minutes

• 

Michael Fritzell Oct 4, 2023

Portfolio

Portfolio review September 2023

There's no place like Hong Kong. Estimated reading time: 21 minutes.

• 

Michael Fritzell Oct 2, 2023

Thailand

Travel notes: Chiang Mai

Meeting Marc Faber, a FinTwit contact and thoughts on Thai consumer brands. Estimated reading time: 8 minutes

• 

Michael Fritzell Oct 1, 2023

Thematic reports

10 Questions with InflationX

Global fixed income specialist

• 

Michael Fritzell Sep 26, 2023

Deep-dives

Kimly (KMLY SP)

High-ROE coffeeshop operator with a clean balance sheet at 11x P/E

• 

Michael Fritzell Sep 24, 2023

Thematic reports

Introduction to the global wristwatch market

Commentary on the Apple Watch, polarisation of the market, watch collecting and more. Estimated reading time: 23 minutes

• 

Michael Fritzell Sep 21, 2023

Thailand

Thai Beverage update (THBEV SP)

Decent post-COVID recovery but some regulatory pressure. Estimated reading time: 15 minutes

• 

Michael Fritzell Sep 17, 2023

Thematic reports

Hidden Champions among India's ADRs/GDRs

Several high-quality Indian companies listed overseas. Estimated reading time: 13 minutes

• 

Michael Fritzell Sep 10, 2023