Portfolio review February 2024
Hong Kong small caps finally showing signs of life. Estimated reading time: 21 minutes
Latest
Straco Corporation (STCO SP)
Singapore-based developer of tourism assets at 5x full-recovery EV/EBIT
Portfolio review January 2024
A double-dip in the Hang Seng Index? Estimated reading time: 23 minutes
Fraud in Asia
A review of Tan & Robinson's 2014 book. Estimated reading time: 24 minutes
IMAX China (1970 HK)
Exclusive provider of IMAX cinema equipment to China at 7.5x P/E
Tai Cheung (88 HK)
Solid Hong Kong property developer at 79% discount to NAV with no debt