Deep-dives
Delfi (DELFI SP) — 2025 update
Indonesia's largest chocolate producer, trading at sub-10x P/E if and when cocoa prices ever fall
Deep-dives
FnGuide (064850 KS)
The FactSet/MSCI of South Korea at 12.9x P/E
Links
Links November 2025
10 write-ups, 10 articles and 10 podcasts
Thematic reports
Interview with Yilun Chen
London-based hedge fund manager
Deep-dives
Tai Cheung (88 HK) — 2025 update
Hong Kong residential property developer at 0.33x book and 7% dividend yield
Thematic reports
Interview with Raghav Kapoor at Smartkarma
The founder & CEO of Smartkarma
Thailand
The ultimate AI tool battle
The best tools for equity research
Deep-dives
Treasury Wine Estates (TWE AU)
Penfolds owner at 11x P/E and 7% dividend yield
Insiders
Insider activity October 2025
October 2025 insider transactions in Asia.
Portfolio
Portfolio update October 2025
Continued gains in AeroEdge
Deep-dives
Lion Rock (1127 HK) — 2025 update
Printing industry serial acquirer at 5x P/E
Links
Links October 2025
10 write-ups, 10 articles and 10 podcasts