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Thematic reports

Mapping the Indonesian property market

Estimated reading time: 20 minutes

, and Michael Fritzell

29 September 2021 . 5:29 PM

21 min read

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Samart Aviation (SAV TB)

Deep-dives

Samart Aviation (SAV TB)

Cambodia air traffic monopoly at 11.4x P/E and an 8.2% dividend yield

, and Michael Fritzell

5 April 2026

Paid Members Public

Portfolio update March 2026

Portfolio

Portfolio update March 2026

Risk-off in Asia

, and Michael Fritzell

1 April 2026

Paid Members Public

Travel Notes: Vietnam

Thematic reports

Travel Notes: Vietnam

Visiting the FatAlpha Value (Asia) conference

, and Michael Fritzell

30 March 2026

Paid Members Public

Digging through Korean Value-Up plans

Thematic reports

Digging through Korean Value-Up plans

Five highlighted stocks

, and Michael Fritzell

23 March 2026

Paid Members Public