Yakult Honsha (2267 JP)
Japan’s yogurt giant scaling up to meet rising demand for its products
Latest
Portfolio review July 2024
Cleaning up the portfolio for several new names. Estimated reading time: 25 minutes
Samsonite (1910 HK) － 2024 update
Broken merger arb situation turned value stock. Estimated reading time: 18 minutes
Johor's property market is heating up
Singapore is becoming increasingly connected to nearby Johor. Estimated reading time: 18 mins
Pacific Textiles (1382 HK)
Uniqlo’s favorite knitted fabric supplier at 4.4x forward P/E and 18% dividend yield
Book review: The Money Miners
A review of Trevor Sykes book about Australia's 1968-70 mining bubble. Estimated reading time: 28 minutes
Portfolio review June 2024
Momentum in Japan but not much elsewhere. Estimated reading time: 22 minutes
Book review: What I Learned about Investing from Darwin
Parallels between evolution and investing. Estimated reading time: 27 minutes
MTR Corporation (66 HK)
Hong Kong public transport monopoly and property developer at 13x forward P/E
Portfolio review May 2024
Finally some interest in Hong Kong equities. Estimated reading time: 29 minutes
Value... Up?
Korean jealousy expressed in minor reforms. Estimated reading time: 21 minutes