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10 Questions with Aaron Pek
Author of Malaysia's Value Investing Substack
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Condom manufacturing in Asia
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Revisiting past ideas
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Mapping Asia's casino industry
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Philippines
Bloomberry Resorts (BLOOM PM)
Bloomberry Resorts (BLOOM PM) is a Philippine casino operator. It owns the most successful casino resort in Manila’s Entertainment City, with a beautiful plot of land next to the Manila Bay. The company is run by Spanish-Filipino billionaire Enrique Razon whose port operator ICTSI compounded its share price
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Buybacks across Asia
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Book review: Samsung Rising
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Major themes for 2022
Deep-dives
QAF (QAF SP)
QAF Limited (QAF SP) is the largest bakery company in Singapore, Malaysia and the Philippines. The company owns two major brand names called Gardenia and Bonjour and operates in the short shelf-life bread segment, supplying supermarkets, convenience stores, restaurants, etc. On 8 June 2021, QAF announced that it would