Deep-dives Lion Rock (1127 HK) — 2025 update Printing industry serial acquirer at 5x P/E , and Michael Fritzell 26 October 2025
Deep-dives Oriental Watch (398 HK) Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap , and Michael Fritzell 12 October 2025
Deep-dives A new era for Jardine Matheson An under-the-radar transformation. Estimated reading time: 27 minutes. , and Michael Fritzell 25 August 2025
Deep-dives Link REIT (823 HK) Internally managed blue-chip REIT offering an 8% yield with a catalyst , and Michael Fritzell 2 March 2025
Thematic reports Coupang's Cyber Security Incident Conclusion: Probably not a big deal , and Michael Fritzell 28 April 2026
Thematic reports Five Companies on my Radar Link REIT + four more , and Michael Fritzell 26 April 2026
Thematic reports Claude for Equity Research Claude Projects, Claude for Microsoft Office, Cowork and Dispatch , and Michael Fritzell 21 April 2026