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Deep-dives
SBS Transit Ltd (SBUS SP)
SBS Transit (SBUS SP) is a public transport operator in Singapore, focusing on buses and subways. It was established in 1973 as a merger between three Singaporean bus companies. Since then it has branched out into the operation of mass-rapid transit (MRT) lines as well. Today it operates 3,
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Asia links 21 Jan 2021: China's "second wave", southbound flows, Biden reversing sanctions
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Asia links 14 Jan 2021: US Framework for the Indo-Pacific, Chinese property bubble, oil price vs oil stocks
Deep-dives
Dairy Farm (DFI SP)
Dairy Farm International Holdings Ltd (DFI SP) is a pan-Asian retailer run by Jardine Matheson, the family holding company of Sir Henry Keswick. The company was founded as a dairy farm in Hong Kong in 1886 by Scotsman Sir Patrick Mason and a group of five Hong Kong businessmen.
Thematic reports
Book review: The Chinese Invasion Threat
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Asia links 7 Jan 2021: RCEP, Chinese telecoms, Asian cinema
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Asia links 31 Dec 2020: Predictions for 2021
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Asia links 24 Dec 2020: Vietnam, Jack Ma, Asian telecom operators
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Asia links 17 Dec 2020: Hong Kong real estate, Korean day-traders, Japan tourism
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Asia links 10 Dec 2020: Indian software developers, Japanese machine tool orders, Chinese e-commerce stocks
Mainland China
Yantai Changyu Pioneer Wine (200869 CH)
Yantai Changyu Pioneer Wine Co. Inc. (200869 CH) is China's largest wine producer, with a domestic market share of 11%. The company has an illustrious history. It was founded during the Qing dynasty in 1892 by Cheong Fatt Tze, who bought 640,000 plants from Europe to grow