Deep-dive 2022-8: T. Hasegawa
Japanese leading flavours & fragrances specialist at a discount to global peers
Latest
Portfolio update March 2022
Perhaps some impact from the war, after all... commodity producers should benefit. Estimated reading time: 13 minutes
Monday morning links
Chinese tech stock recovery, Japan shareholder activism, new Substack app
Complete guide to Japan shareholder activism
Introduction to the sector, activist profiles and ongoing campaigns. Estimated reading time: 36 minutes
Monday morning links
New South Korean president, Shenzhen lock-down, Pan Pacific, JD Logistics & Sony
Deep-dive 2022-7: Pan Pacific International
Japan's leading discount retailer on the cusp of an international expansion
Korean preference shares
Non-voting common shares trading at large discounts, estimated reading time: 13 mins
Deep-dive 2022-6: Baiyunshan Pharma
Owner of "the Coca-Cola of China" and "the Viagra of China" at 7.6x P/E
Portfolio update February 2022
No major impact from the war in Ukraine. Estimated reading time: 10 minutes
A 360 degree view on Thai small-caps
Pon Van Compernolle's new book "360 Thailand", est. reading time: 15 minutes
Monday morning links
Introduction to Asian equity markets, Uni-Charm Indonesia, ITFOR, Paxlovid approval
Deep-dive 2022-5: Uni-Charm Indonesia
Indonesia’s largest baby diaper maker at 0.5x revenues
Introduction to Asia-Pacific markets
The "Guide to Asia-Pacific Markets 2022" report