Deep-dives • 4 min read • Prada (1913 HK) High fashion at 14x EV/pretax profit with an alt-data catalyst…
Deep-dives • 16 min read Koito Mfgr - 2024 update (7276 JP) LED headlights, adaptive driving beams and now LiDAR. Estimated reading time: 17 minutes…
Mainland China • 4 min read • Anxian Yuan (922 HK) Chinese cemetery stock at 6.1x P/E and 13.3% dividend yield…
Thematic reports • 6 min read Trump's tariff plan An interview with economist Priyanka Kishore, discussing the impact of "Trump 2.0" on Asia…
Deep-dives • 20 min read Is Fairwood a melting ice cube? (52 HK) Potential 4.6x P/E with net cash representing 72% of the market cap. Estimated reading time: 21 minutes…
Portfolio • 19 min read Portfolio review October 2024 One new position. Estimated reading time: 20 minutes…