Japan
Kansai Paint (4613 JP)
India-focused Japanese paint manufacturer at 10x forward P/E
Links
Links May 2024
12 investment-related write-ups, 14 articles and 10 podcasts
Deep-dives
IMAX China (1970 HK) － mid-2024 update
"Play it again, Sam". Estimated reading time: 17 minutes
Thematic reports
Macro update for the 2nd quarter of 2024
Listening time: 25 mins
Deep-dives
Best Mart 360 (2360 HK)
Fast-growing Hong Kong discount retailer at 8.1x P/E and 10.6% dividend yield
Japan
Koshidaka (2157 JP) － 2024 update
Japanese entertainment business with excellent capital allocation. Estimated reading time: 18 minutes
Hong Kong
Travel notes: Hong Kong
Estimated reading time: 36 minutes
Portfolio
Portfolio review April 2024
Monthly update about my personal Asia-focused portfolio of stocks. Estimated reading time: 22 minutes.
Thematic reports
Book review: Spy the Lie
A review of a lie detection book from a former CIA officer. Estimated reading time: 17 minutes
Links
Links April 2024
Asia investment-related write-ups, articles and podcasts
Mainland China
Lao Feng Xiang B-share (900905 CH)
China’s largest jewelry company at 6.6x P/E
Thematic reports
The Silver Economy
Developed Asia is aging, increasing the demand for healthcare, golf and several other sectors. Estimated reading time: 11 minutes.