Philippines
MacroAsia (MAC PM)
The leading aviation services business in the Philippines enjoying a COVID recovery
Thematic reports
Introduction to Value Investing
An introduction to value investing. Estimated reading time: 21 minutes
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Links
Monday morning links
NagaCorp, Seven & I, Activation Group, Medical Net
Deep-dives
NagaCorp (3918 HK)
Cambodian monopoly casino operator getting ready for a wave of Chinese tourists
Links
Monday morning links
Noah Holdings, Hibiscus Petroleum, April 2023 portfolio review
Portfolio
Portfolio review April 2023
Adding to three China reopening proxies. Estimated reading time: 28 minutes
Links
Monday morning links
Persistent Systems, Praemium, Hong Kong Hidden Champions, Borrowing ideas from funds #6
Hong Kong
Hidden champions of Hong Kong
An attempt to find the best businesses listed in Hong Kong. Estimated reading time: 33 minutes.
Thematic reports
Borrowing ideas from funds, part 6
Estimated reading time: 19 minutes
Links
Monday morning links
Deep-dive 2023-7, Activation Group, Red Roulette
Deep-dives
Hartalega (HARTA MK)
Industry-leading glove maker dealing with an industry downturn