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Thematic reports

Book review: Wealth, War & Wisdom

, and Michael Fritzell

3 February 2021 . 12:13 AM

11 min read

Latest

Update: TravelSky (696 HK)

Deep-dives

Update: TravelSky (696 HK)

GDS monopoly turned into a SaaS growth story at 11x P/E

, and Michael Fritzell

19 April 2026

Insider activity March 2026

Insiders

Insider activity March 2026

5 highlighted situations

, and Michael Fritzell

15 April 2026

The coming El Niño of 2026

Thematic reports

The coming El Niño of 2026

Impacting plantations, agricultural commodity prices, CPG companies, coal miners and sellers of air conditioners

, and Michael Fritzell

14 April 2026

Update: SUTL Enterprise (SUTL SP)

Deep-dives

Update: SUTL Enterprise (SUTL SP)

Singapore marina operator at 7.1x 2028e P/E

, and Michael Fritzell

12 April 2026