Thematic reports
Desmond Shum: Red Roulette
What I learnt from Desmond Shum's book. Estimated reading time: 10 minutes.
Links
Monday morning links
Shine Justice, the rubber glove cycle, Planet MicroCap Review
The best recent posts on Asia Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Thematic reports
The glove cycle is bottoming
Inventories have most likely peaked and glove prices bottomed. Estimated reading time: 15 minutes
Links
Monday morning links
Hitachi, Kaspi, Singapore hidden champions, March 2023 portfolio review
Singapore
Hidden champions of Singapore
An attempt to find the best businesses in Singapore. Estimated reading time: 24 minutes
Portfolio
Portfolio review March 2023
Positive development in Hong Kong's restaurant industry and Singapore public transport. Disappointment at Ichigo Hotel. Estimated reading time: 23 minutes
Links
Monday morning links
Deep-dive 2023-6, Pinduoduo, Public Bank
Japan
Seria (2782 JP)
Japanese discount retailer going through short-term turbulence
Mainland China
Winners of China's "daigou" crackdown
Hainan duty-free stores and cross-border e-commerce platforms stand to benefit. Estimated reading time: 13 minutes
Links
Monday morning links
Deep Dive 2023-5, Halyk Bank, Oriental Watch, Nintendo
Deep-dives
Hysan Development (14 HK)
Hong Kong tourism proxy at a 67% discount to NAV