Links

Monday morning links

Swire Pacific B-share, Uni-Charm Indonesia, Chinese cloud industry and Chris Wood

, and Michael Fritzell

19 September 2022 . 12:00 PM

2 min read

Latest

Deep-dives

The FactSet/MSCI of South Korea at 12.9x P/E

, and Michael Fritzell

23 November 2025

Paid Members Public

Links

10 write-ups, 10 articles and 10 podcasts

, and Michael Fritzell

20 November 2025

Paid Members Public

London-based hedge fund manager

, and Michael Fritzell

18 November 2025

Paid Members Public

Deep-dives

Hong Kong residential property developer at 0.33x book and 7% dividend yield

, and Michael Fritzell

16 November 2025

Paid Members Public