Deep-dives

Update: SUTL Enterprise (SUTL SP)

Singapore marina operator at 7.1x 2028e P/E

Thematic reports

Analyze Websites like a Pro

The tools you can use to analyze websites: Similarweb, Semrush, Ahrefs and TickerTrends

Deep-dives

Samart Aviation (SAV TB)

Cambodia air traffic monopoly at 11.4x P/E and an 8.2% dividend yield

Portfolio

Portfolio update March 2026

Risk-off in Asia

Thematic reports

Travel Notes: Vietnam

Visiting the FatAlpha Value (Asia) conference

Thematic reports

Digging through Korean Value-Up plans

Five highlighted stocks

Deep-dives

Visional (4194 JP)

Niche Japanese online recruitment service at 12.5x 2027e P/E

Thematic reports

Emerging market indices are flawed

Momentum-driven, concentrated, dilutive and with risk of front-running

Deep-dives

Nintendo (7974 JP)

Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E

Thematic reports

Interview: Jamie Halse

Co-founder of Senjin Capital

Insiders

Insider activity February 2026

9.8x more selling than buying in Mainland China

Thematic reports

Hallyu Everywhere

K-pop and K-drama are driving demand for Korean products overseas