Portfolio
Portfolio update December 2021
Estimated reading time: 9 minutes
Thematic reports
The Magic Formula meets Asia-Pacific
Links
Monday morning links
Deep-dives
Hanssem (009240 KS)
Hanssem (009240 KS) is Korea’s leading furniture company, selling home furniture and home remodelling services to consumers and interior packages to construction companies. The company’s brand name is excellent. It has dominated the kitchen category for many years. Vertical integration enables it to maintain strong quality control, and
Thematic reports
Borrowing ideas from funds, part 3
Estimated reading time: 9 minutes
Links
Monday morning links
Thematic reports
Potential Omicron beneficiaries
Estimated reading time: 13 minutes
Links
Monday morning links
Deep-dives
Fairwood (52 HK)
Fairwood (52 HK) is a Hong Kong fast-food restaurant chain with 172 outlets. It serves a mix of Chinese, Japanese and Western food, catering to the tastes of white-collar workers in Hong Kong. I believe that Fairwood fills a niche. It caters to those who want low-priced
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Hong Kong
Six contrarian bets in Hong Kong
Estimated reading time: 19 mins