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 The toll booths of lending Asia's publicly listed credit bureaus , and Michael Fritzell 20 May 2026
Deep-dives TOA Paint (TOA TB) Thailand’s paint leader at 8x P/E and 6.5% dividend yield , and Michael Fritzell 17 May 2026
Insiders Insider activity April 2026 Asia transaction is data still bullish , and Michael Fritzell 12 May 2026