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Monday morning links

, and Michael Fritzell

30 August 2021 . 12:02 PM

3 min read

Latest

Deep-Dive: Total Soft Bank (045340 KS)

Deep-dives

Deep-Dive: Total Soft Bank (045340 KS)

Port terminal operating system developer at 6x P/E

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Portfolio update May 2026

Portfolio

Portfolio update May 2026

DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain

, and Michael Fritzell

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NICE Information Service (030190 KS)

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NICE Information Service (030190 KS)

The FICO of South Korea at 10x P/E

, and Michael Fritzell

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The toll booths of lending

Thematic reports

The toll booths of lending

Asia's publicly listed credit bureaus

, and Michael Fritzell

20 May 2026