Links
Links July 2025
10 write-ups, 10 articles and 10 podcasts
Philippines
Asian Terminals (ATI PM)
Duopoly port operator at 10x P/E and 6% dividend yield
Thematic reports
Interview with Myles Kuah
Private investor and blogger. Estimated reading time: 7 minutes
Interview with Myles Kuah
Private investor and blogger. Estimated reading time: 7 minutes
Japan
Hikari Tsushin's portfolio
Estimated reading time: 16 minutes
Thematic reports
Guide to corporate governance
Estimated reading time: 16 minutes
Ready to binge Asia’s best stock write-ups?
Asian Century Stocks: All-Access Library
Deep-dives
Riverstone (RSTON SP)
An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield
Deep-dives
MAP Aktif (MAPA IJ) — 2025 update
Estimated reading time: 16 minutes
Thematic reports
Interview with Michael McGaughy
From Research Alpha. Estimated reading time: 14 minutes
Portfolio
Portfolio update June 2025
Another strong month. Estimated reading time: 28 minutes
Thematic reports
Interview with Pon Van Compernolle
Estimated reading time: 12 minutes