Latest (Page 10)

The Hongkong & Shanghai Hotels (45 HK)

Owner of trophy assets at 0.28x book

Weekly Highlights

Portfolio review November 2024

Oh well. Estimated reading time: 32 minutes

Has the Kaonavi story changed? (4435 JP)

Its 2QFY2025 result shocked the market. Estimated reading time: 10 minutes

Weekly Highlights

Prada (1913 HK)

High fashion at 14x EV/pretax profit with an alt-data catalyst

Weekly highlights

Koito Mfgr － 2024 update (7276 JP)

LED headlights, adaptive driving beams and now LiDAR. Estimated reading time: 17 minutes

Links November 2024

16 investment-related write-ups, 12 articles and 10 podcast episodes

Anxian Yuan (922 HK)

Chinese cemetery stock at 6.1x P/E and 13.3% dividend yield

Weekly Highlights

Trump's tariff plan

An interview with economist Priyanka Kishore, discussing the impact of "Trump 2.0" on Asia