Hartalega update (HART MK)
Getting close to an ASP bottom. Estimated reading time: 15 minutes.
Latest
China Overseas Land & Investment (688 HK)
State-backed COLI strikes back, now with a P/E of 5.2x
Plover Bay Technologies (1523 HK)
A 5G and Starlink bet at 9x P/E and a 9% dividend yield
Portfolio review September 2023
There's no place like Hong Kong. Estimated reading time: 21 minutes.
Travel notes: Chiang Mai
Meeting Marc Faber, a FinTwit contact and thoughts on Thai consumer brands. Estimated reading time: 8 minutes
Introduction to the global wristwatch market
Commentary on the Apple Watch, polarisation of the market, watch collecting and more. Estimated reading time: 23 minutes
Thai Beverage update (THBEV SP)
Decent post-COVID recovery but some regulatory pressure. Estimated reading time: 15 minutes
Hidden Champions among India's ADRs/GDRs
Several high-quality Indian companies listed overseas. Estimated reading time: 13 minutes
CK Hutchison update (1 HK)
Blue-chip conglomerate facing inflation pressures. Estimated reading time: 18 minutes
Portfolio review August 2023
Headlines on Chinese stocks more negative than ever. But I'm personally more worried about stocks in the rest of the world. Estimated reading time: 24 minutes.