Monday morning links
Deep-dive 2023-7, Activation Group, Red Roulette
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This Week in Asia #46
Thai FMCG company Neo reported higher Q2 profits, partly helped by lower input costs. Korean index provider FnGuide upgraded its return-on-equity target from 18% to 30%. Indonesian paint maker Avia Avian stayed out of the sale of AkzoNobel's Southeast Asian unit, which went to Nippon Paint
Portfolio update September 2026
Asian tourism, smart locks and Philippine IPOs
Toll roads in the sky
Elevator service companies in Asia
This Week in Asia #45
Major Cineplex + Hugel + Grab