Thematic reports
Links
Asia links 18 Mar 2021: HK farmland, Korean fintech, demographics
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Asia links 11 Mar 2021: NPC, Shanghai, capital flight
Japan
Sanrio (8136 JP)
Sanrio Company, Ltd (8136 JP) is a designer, licensor and producer of cute ("kawaii") consumer products. Its most popular brand name is "Hello Kitty". The company has three segments: direct product sales (with inventory risk), licensing of characters to third-parties as well as running two
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Asia links 4 Mar 2021: Chinese SOEs, Indonesia's omnibus law, Korean property
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Asia links 25 Feb 2021: Macau casinos, vaccine roll-out, Indonesian property
Japan
Ichigo Hotel REIT Investment Corporation (3463 JP)
Ichigo Hotel REIT Investment Corporation (3463 JP) is a Japanese hospitality REIT run by American hedge fund manager Scott Callon. It invests in lodging-focused hotels in major cities across Japan with a major focus on tourism. The REIT was formed by sponsor Ichigo Inc, an asset management company run
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Asia links 18 Feb 2021: Rare earths, Chinese fraud, property management stocks
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Asia links 11 Feb 2021: Korean teenage speculators, Burmese stocks, Indian games
Deep-dives
Malaysia Airports (MAHB MK)
Malaysia Airports Holdings Berhad (MAHB MK) is the monopoly airport operator of Malaysia. It was privatised in the early 1990s from the Department of Civil Aviation and is now run as a state-owned enterprise controlled by sovereign wealth fund Khazanah. Today, the company operates 39 out of the 42
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Asia links 4 Feb 2021: Malaysian speculation, C-REITs, second-hand goods trading apps
Thematic reports