Samsonite (1910 HK) － 2024 update
Broken merger arb situation turned value stock. Estimated reading time: 18 minutes
Latest
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
