Deep-dives
Haad Thip (HTC TB)
Monopoly Coca-Cola bottler at 10x P/E and 7% dividend yield
Latest
Thematic reports
A coming surge in trading volumes
How CMEPA will affect Philippine equities. Estimated reading time: 12 minutes
Weekly Highlights
Thematic reports
Guide to dividend withholding taxes
Estimated reading time: 5 minutes
Portfolio
Portfolio review January 2025
Big news for the Philippines. Estimated reading time: 24 minutes
Weekly Highlights
Deep-dives
Subaru (7270 JP) － 2025 update
Estimated reading time: 18 minutes
Links
Links January 2025
9 investment write-ups, 11 articles and 15 podcast episodes
Weekly Highlights
Deep-dives
JD.com (JD US)
Trusted online retailer trading at a 9x P/E with a coming margin inflection
Weekly Highlights
Japan
BASE Inc (4477 JP)
“Shopify of Japan” at 0.8x EV/Sales