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US sanction removal bets
Thematic reports
Simple tricks to spot fraud
Deep-dives
Delfi (DELFI SP)
Delfi Ltd (DELFI SP) is a Singapore-listed chocolate producer with a major presence in Indonesia as well as other Southeast Asian countries such as the Philippines and Malaysia. Delfi’s market share in Indonesia is 45%, far ahead of competitor Mayorah Indah’s 25%. Its brand names SilverQueen, Ceres,
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Asia links 1 Apr 2021: Xi vs Chun, Asian IPOs, Thai tourism
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Asia links 25 Mar 2021: Answering reader questions
Mainland China
China Unicom (762 HK)
At 0.33x EV/Sales, China Unicom (762 HK) trades at among the lowest valuation multiple of any telecom operator globally. It's the third-largest telecom operator in China, with exposure towards both wireless and fixed-line services. However, there are risks as well. The wireless telecom industry
Thematic reports
Mapping Asia's defense industry
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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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