Thematic reports
Hidden Champions of Indonesia
20 "hidden champions" identified
Latest
Weekly
This Week in Asia #44
Air Water + Lion Rock + Hugel
Deep-dives
Hugel (145020 KS)
South Korea’s low-cost botox leader now expanding to the US
Insiders
Insider activity August 2026
Five stocks in South Korea, Malaysia, Singapore, and Indonesia
Thematic reports
GLP-1 winners and losers
Stocks impacted by increased GLP-1 usage in Asia
Weekly
This Week in Asia #43
Major Cineplex + Applied Co + Photosynth
Deep-dives
Photosynth (4379 JP)
Japanese smart-lock SaaS company at 1.3x trailing EV/Sales
Weekly
This Week in Asia #42
Air Water + FnGuide + Fu Shou Yuan
Deep-dives
Philippine Seven (SEVN PM)
Convenience store operator at 13x P/E
Deep-dives
Mizuno (8022 JP)
Japanese sportswear brand at 16x P/E
Weekly
This Week in Asia #41
Hanssem's CEO has been buying stock. Verdad argues that the Japanese yen is the cheapest G-10 currency. And my portfolio update for August 2026 is finally out. Watchlist update * Elevator service company Hong-Wei Electrical announced it's moving from an over-the-counter listing to
Portfolio
Portfolio update August 2026
A rally in Japanese SaaS stocks