Weekly Highlights

Deep-dives

Haad Thip meeting (HTC TB)

Steady performance but the higher sugar tax is a near-term headwind. Estimated reading time: 11 minutes

Portfolio

Portfolio review March 2025

Liberation day? Estimated reading time: 26 minutes

Weekly Highlights

Thematic reports

Travel notes: Pattaya

Estimated reading time: 14 minutes

Weekly Highlights

Deep-dives

Metrodata (MTDL IJ)

Indonesian IT distributor and system integrator trading at 9x P/E

Links

Links March 2025

10 investment write-ups, 10 articles and 10 podcast episodes

Weekly Highlights

Indonesia

Bottom-fishing in Indonesia

Estimated reading time: 24 minutes

Weekly Highlights

Deep-dives

Halyk Bank (HSBK LI)

Kazakhstan's leading commercial bank at 3x P/E