Hidden champions of Hong Kong
An attempt to find the best businesses listed in Hong Kong. Estimated reading time: 33 minutes.
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Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap
A new era for Jardine Matheson
An under-the-radar transformation. Estimated reading time: 27 minutes.
Link REIT (823 HK)
Internally managed blue-chip REIT offering an 8% yield with a catalyst
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Samart Aviation (SAV TB)
Cambodia air traffic monopoly at 11.4x P/E and an 8.2% dividend yield
