Portfolio
Portfolio review June 2023
The value is in Hong Kong. Estimated reading time: 24 minutes
A View From Asia
Thematic reports
Book review: Asian Godfathers
A book by Joe Studwell on how to become an Asian tycoon. Estimated reading time: 22 minutes
Invite your friends to read Asian Century Stocks
Mainland China
Hidden champions among China's ADRs
An attempt to find the best Chinese businesses listed in the United States. Estimated reading time: 32 minutes
Japan
Fuji Corp Miyagi (7605 JP)
Japan’s version of Discount Tire with 17% ROE at 6x P/E
Deep-dives
Catalyst: Mutant Mayhem
Estimated reading time: 15 minutes
Thematic reports
Hong Kong's tourism boom
The ongoing boom in mainland tourism to Hong Kong is likely to benefit a large number of Hong Kong-listed companies. Estimated reading time: 21 mins
Portfolio
Portfolio review May 2023
Indonesian consumer stocks are rallying but the real value is in China. Estimated reading time: 29 minutes
Deep-dives
Major Cineplex update (MAJOR TB)
COVID-19 earnings recovery on track, with the election unlikely to impact the business much. Estimated reading time: 14 minutes
Japan
Ryohin Keikaku (7453 JP)
Japan’s finest retailer now benefitting from China’s reopening
Links
Monday morning links
MacroAsia, Sunnexta Group