Deep-dives — Hong Kong

Deep-dive 2022-26: VTech (303 HK)

Scrappy, minority-friendly Hong Kong electronics manufacturer at 7.4x P/E and 13.2% dividend yield

, and Michael Fritzell

16 October 2022 . 12:02 PM

3 min read

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A down month

, and Michael Fritzell

30 November 2025

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Indonesia's largest chocolate producer, trading at sub-10x P/E if and when cocoa prices ever fall

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The FactSet/MSCI of South Korea at 12.9x P/E

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10 write-ups, 10 articles and 10 podcasts

, and Michael Fritzell

20 November 2025

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