Portfolio review April 2024
Monthly update about my personal Asia-focused portfolio of stocks. Estimated reading time: 22 minutes.
Latest
Book review: Spy the Lie
A review of a lie detection book from a former CIA officer. Estimated reading time: 17 minutes
The Silver Economy
Developed Asia is aging, increasing the demand for healthcare, golf and several other sectors. Estimated reading time: 11 minutes.
IH Retail (1373 HK) － 2024 update
Hong Kong's leading discount retailer down over 50% in less than a year. Estimated reading time: 17 minutes
Micro-Mechanics (MMH SP)
Singapore’s favorite child, now experiencing an industry downturn
Indonesia after Jokowi
How the election of Prabowo Subianto will affect the Indonesian consumer. Estimated reading time: 15 minutes.
Portfolio review March 2024
Monthly update about my personal Asia-focused portfolio of stocks.
Sony (6758 JP) － 2024 update
PlayStation 5 getting closer to full monetization. Estimated reading time: 23 minutes
Pentamaster International (1665 HK)
The operating company in the Pentamaster group at 6.1x P/E
Book review: Wild Ride
A book on China’s capitalist experiment by Anne Stevenson-Yang. Estimated reading time: 16 minutes
