Mainland China
China Tower (788 HK)
State monopoly at a forward P/E of 11x and rapidly falling depreciation charges
Portfolio
Portfolio review October 2023
Every man needs a hedge. Estimated reading time: 21 minutes.
Thematic reports
What I read in October 2023
Estimated reading time: 17 minutes
Thematic reports
Markus Husemann-Kopetzky on Pricing
On Markus Husemann-Kopetzky's new book. Estimated reading time: 14 minutes
Deep-dives
Hartalega update (HART MK)
Getting close to an ASP bottom. Estimated reading time: 15 minutes.
Mainland China
China Overseas Land & Investment (688 HK)
State-backed COLI strikes back, now with a P/E of 5.2x
Australia/NZ
Australia's coming housing bust
Estimated reading time: 10 minutes
Deep-dives
Plover Bay Technologies (1523 HK)
A 5G and Starlink bet at 9x P/E and a 9% dividend yield
Thematic reports
What I read in September 2023
Estimated reading time: 23 minutes
Portfolio
Portfolio review September 2023
There's no place like Hong Kong. Estimated reading time: 21 minutes.
Thailand
Travel notes: Chiang Mai
Meeting Marc Faber, a FinTwit contact and thoughts on Thai consumer brands. Estimated reading time: 8 minutes
Thematic reports
10 Questions with InflationX
Global fixed income specialist