Hidden Champions of Indonesia
20 "hidden champions" identified
Latest
This Week in Asia #44
Air Water + Lion Rock + Hugel
Hugel (145020 KS)
South Korea’s low-cost botox leader now expanding to the US
Insider activity August 2026
Five stocks in South Korea, Malaysia, Singapore, and Indonesia
GLP-1 winners and losers
Stocks impacted by increased GLP-1 usage in Asia
This Week in Asia #43
Major Cineplex + Applied Co + Photosynth
Photosynth (4379 JP)
Japanese smart-lock SaaS company at 1.3x trailing EV/Sales
This Week in Asia #42
Air Water + FnGuide + Fu Shou Yuan
Philippine Seven (SEVN PM)
Convenience store operator at 13x P/E
Mizuno (8022 JP)
Japanese sportswear brand at 16x P/E
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 update August 2026
A rally in Japanese SaaS stocks
Emerging market life cycles
An assessment of country cycles in 2026
Deep-dives
Creek & River (4763 JP)
Japanese talent agency micro-cap
Weekly
This Week in Asia #40
Alibaba + Baguio Green Group + Trip.com
Deep-dives
Trip.com (TCOM US)
China's largest online travel agent, now expanding internationally
Weekly
This Week in Asia #39
Freee + CTOS Digital + China Tower
Deep-dives
Update: China Tower (788 HK)
China's telecom tower monopoly
Thematic reports
Interview: Ryan Albert
A hedge fund manager view on South Korea's corporate governance reforms
Insiders
Insider activity July 2026
Five Asian stocks with insider buying
Weekly
This Week in Asia #38
Nintendo, Seria, Integral
Deep-dives
Integral (5842 JP)
Japanese private equity firm raising a sixth fund
Thematic reports
Interview with Roderick van Zuylen
CIO of Night Watch Investment Management and contributor to KEDM
Portfolio
Portfolio update July 2026
New Indonesian position