Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
651 articles
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The Japanese restaurants that will prosper beyond COVID
Fast-food and sushi are taking market share on a secular basis, but the izakayas have the greatest recovery potential. Estimated reading time: 36 minutes
10 Questions with Dmitry Baulin
On the use of alternative data when forming investment decisions. Estimated reading time: 9 minutes
Monday morning links
Deep-dive 2023-4, Techtronic Industries, Shimano, Business Brain Showa-Ota, Keck Seng Investments
Portfolio update February 2023
Rally in MAP Aktif but weaker-than-expected earnings at VTech. Estimated reading time: 24 minutes
Deep-dive 2023-4: UMP Healthcare (722 HK)
Hong Kong healthcare provider at 8x P/E with significant insider buying
Deep-dive 2023-3: Boustead Singapore (BOCS SP)
Singapore small-cap conglomerate run by a legendary entrepreneur
Lithium is moving into oversupply
Demand growth will probably decelerate as subsidies are phased out. Supply should eventually react to higher prices. Estimated reading time: 14 minutes
Monday morning links
Nippon Sanso, Fukuda Denshi, Asia share buybacks, 2023 box office, Japanese trading companies
Asia buyback screen, 2023 version
Stocks in the Asia-Pacific that have announced share buybacks this year. Estimated reading time: 11 minutes
The 2023 box office looks promising
Expect another year of recovery. Estimated reading time: 14 minutes