Interview with Myles Kuah
Private investor and blogger. Estimated reading time: 7 minutes
Latest
Japan
Hikari Tsushin's portfolio
Estimated reading time: 16 minutes
Thematic reports
Guide to corporate governance
Estimated reading time: 16 minutes
Ready to binge Asia’s best stock write-ups?
Asian Century Stocks: All-Access Library
Deep-dives
Riverstone (RSTON SP)
An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield
Deep-dives
MAP Aktif (MAPA IJ) — 2025 update
Estimated reading time: 16 minutes
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
Mainland China
Didi Global (DIDIY US)
China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst
