Deep-dives
MAP Aktif (MAPA IJ) — 2025 update
Estimated reading time: 16 minutes
Latest
Thematic reports
Interview with Michael McGaughy
From Research Alpha. Estimated reading time: 14 minutes
Portfolio
Portfolio update June 2025
Another strong month. Estimated reading time: 28 minutes
Thematic reports
Interview with Pon Van Compernolle
Estimated reading time: 12 minutes
Links
Links June 2025
10 write-ups, 10 articles and 10 podcasts
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Didi Global (DIDIY US)
China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst
Weekly Highlights
Deep-dives
Haw Par (HPAR SP) — 2025 update
Estimated reading time: 16 minutes
Portfolio
Portfolio review May 2025
Estimated reading time: 22 minutes
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