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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
Links
Links February 2025
13 investment write-ups, 18 articles and 13 podcast episodes
Weekly highlights
Japan
Poper (5134 JP)
Japanese cram school SaaS service at 1.7x EV/Sales
Thematic reports
How do Zoomers behave?
Estimated reading time: 18 minutes
Weekly Highlights
Deep-dives
Haad Thip (HTC TB)
Monopoly Coca-Cola bottler at 10x P/E and 7% dividend yield