Mainland China • 12 min read Q&A: Modern Dental (3600 HK) Global provider of low-cost dental prosthetics. Estimated reading time: 13 minutes…
Portfolio • 25 min read Portfolio review September 2024 China is where it's at. Estimated reading time: 27 minutes…
Thematic reports • 2 min read Live stream with Daye Deng Equity research analyst writing the East Asia Stock Insights Substack…
• 3 min read • Placeholder Asian Century Stocks is a newsletter focusing on Asian value stocks. I started it in 2021, and after 5 years,…
Links • 5 min read Links September 2024 10 investment-related write-ups, 10 articles and 10 podcast episodes…
Deep-dives • 4 min read Samyang Foods (003230 KS) The "hottest" Korean instant noodles maker at 14x run-rate P/E…
Thematic reports • 25 min read Hong Kong property amid rate cuts A historic moment for Hong Kong's property market. Estimated reading time: 27 minutes…
Deep-dives • 23 min read Boustead Singapore (BOCS SP) - 2024 update Singapore conglomerate run by legendary FF Wong at 7.9x forward P/E. Estimated reading time: 25 minutes…