Thematic reports
Naming and shaming in Japan
Estimated reading time: 14 minutes
Latest
Deep-dives
Tai Cheung (88 HK)
Solid Hong Kong property developer at 79% discount to NAV with no debt
Thematic reports
The cocoa question
Prices have spiked but no sign of a peak. Estimated reading time: 14 minutes
Thematic reports
What I read in December 2023
Estimated reading time: 20 minutes
Portfolio
Portfolio review December 2023
Some further help from the weak US Dollar. Estimated reading time: 21 minutes
Thematic reports
2024 predictions
Estimated reading time: 5 minutes
New posts from Asian Century Stocks
A reminder of the best recent posts
Season's Greetings
Thematic reports
The ones that got away (Part 3)
Estimated reading time: 33 mins
Thematic reports
The ones that got away (Part 2)
Estimated reading time: 32 mins
Thematic reports
The ones that got away (Part 1)
Estimated reading time: 31 mins
Japan
Curves Holdings (7085 JP)
Spin-off & COVID-19 recovery combo at 10x normalized EV/EBIT