Insiders
Insider activity January 2026
HK REIT, Korean CPG name, and more.
Thematic reports
The luxury wristwatch market may have bottomed
Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too
Deep-dives
Carabao (CBG TB)
The “Monster Beverage of Thailand” at 12x forward P/E
Thematic reports
South Korea's Value-Up Reforms
South Korea as the next frontier for corporate governance reforms
Portfolio
Portfolio update January 2026
A volatile month
Thematic reports
Understanding the e-paper market
The display panels used in the Amazon Kindle and electronic shelf labels
Deep-dives
E Ink (8069 TT)
The global monopoly in e-paper displays at 16x P/E with a color display catalyst
Thematic reports
Myopia stocks in Asia
80%+ of high school students in East Asia are afflicted. Which companies benefit?
Deep-dives
Midea (300 HK)
Home appliances giant at 13x P/E with a hidden robotics asset
Thematic reports
Indonesian land seizures
A return to statism
Insiders
Insider activity December 2025
Chinese insider activity flashing red
Thematic reports
Japan's high school tuition reforms
Greater subsidies to Japanese households