Links
Links March 2025
10 investment write-ups, 10 articles and 10 podcast episodes
Latest
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
Ask Me Anything + vote for deep dive
Weekly Highlights
Deep-dives
Link REIT (823 HK)
Internally managed blue-chip REIT offering an 8% yield with a catalyst
Portfolio
Portfolio review February 2025
Excitement in Japan SaaS. Estimated reading time: 20 minutes
Weekly Highlights
Thematic reports
Japan's top 2024 IPOs
Estimated reading time: 16 minutes
Deep-dives
Boustead Singapore meeting (BOCS SP)
Estimated reading time: 14 minutes