Portfolio
Portfolio review April 2023
Adding to three China reopening proxies. Estimated reading time: 28 minutes
Latest
Links
Monday morning links
Persistent Systems, Praemium, Hong Kong Hidden Champions, Borrowing ideas from funds #6
Hong Kong
Hidden champions of Hong Kong
An attempt to find the best businesses listed in Hong Kong. Estimated reading time: 33 minutes.
Thematic reports
Borrowing ideas from funds, part 6
Estimated reading time: 19 minutes
Links
Monday morning links
Deep-dive 2023-7, Activation Group, Red Roulette
Deep-dives
Hartalega (HARTA MK)
Industry-leading glove maker dealing with an industry downturn
Thematic reports
Desmond Shum: Red Roulette
What I learnt from Desmond Shum's book. Estimated reading time: 10 minutes.
Links
Monday morning links
Shine Justice, the rubber glove cycle, Planet MicroCap Review
The best recent posts on Asia Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Thematic reports
The glove cycle is bottoming
Inventories have most likely peaked and glove prices bottomed. Estimated reading time: 15 minutes
Links
Monday morning links
Hitachi, Kaspi, Singapore hidden champions, March 2023 portfolio review
Singapore
Hidden champions of Singapore
An attempt to find the best businesses in Singapore. Estimated reading time: 24 minutes