Deep-dives
The Hongkong & Shanghai Hotels (45 HK)
Owner of trophy assets at 0.28x book
Latest
Weekly Highlights
Portfolio
Portfolio review November 2024
Oh well. Estimated reading time: 32 minutes
Deep-dives
Has the Kaonavi story changed? (4435 JP)
Its 2QFY2025 result shocked the market. Estimated reading time: 10 minutes
Weekly Highlights
Deep-dives
Prada (1913 HK)
High fashion at 14x EV/pretax profit with an alt-data catalyst
Weekly highlights
Deep-dives
Koito Mfgr － 2024 update (7276 JP)
LED headlights, adaptive driving beams and now LiDAR. Estimated reading time: 17 minutes
Links
Links November 2024
16 investment-related write-ups, 12 articles and 10 podcast episodes
Mainland China
Anxian Yuan (922 HK)
Chinese cemetery stock at 6.1x P/E and 13.3% dividend yield
Weekly Highlights
Thematic reports
Trump's tariff plan
An interview with economist Priyanka Kishore, discussing the impact of "Trump 2.0" on Asia