Portfolio
Portfolio update June 2025
Another strong month. Estimated reading time: 28 minutes
Latest
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
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
Unlock the full Asian Century Stocks experience
Here's what you're missing
This newsletter is now on Ghost
Same newsletter, different platform
Weekly Highlights
Japan
Kawai Musical Instruments (7952 JP)
Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target
Links
Links May 2025
10 write-ups, 10 articles and 10 podcasts