Michael Fritzell

Link REIT (823 HK)

Internally managed blue-chip REIT offering an 8% yield with a catalyst

Portfolio review February 2025

Excitement in Japan SaaS. Estimated reading time: 20 minutes

Weekly Highlights

Japan's top 2024 IPOs

Estimated reading time: 16 minutes

Boustead Singapore meeting (BOCS SP)

Estimated reading time: 14 minutes

Links February 2025

13 investment write-ups, 18 articles and 13 podcast episodes

Weekly highlights

Poper (5134 JP)

Japanese cram school SaaS service at 1.7x EV/Sales

How do Zoomers behave?

Estimated reading time: 18 minutes

Weekly Highlights

Haad Thip (HTC TB)

Monopoly Coca-Cola bottler at 10x P/E and 7% dividend yield

A coming surge in trading volumes

How CMEPA will affect Philippine equities. Estimated reading time: 12 minutes