Toll roads in the sky
Elevator service companies in Asia
Latest
This Week in Asia #45
Major Cineplex + Hugel + Grab
Hidden Champions of Indonesia
20 "hidden champions" identified
This Week in Asia #44
Air Water + Lion Rock + Hugel
Hugel (145020 KS)
South Korea’s low-cost botox leader now expanding to the US
Insider activity August 2026
Five stocks in South Korea, Malaysia, Singapore, and Indonesia
GLP-1 winners and losers
Stocks impacted by increased GLP-1 usage in Asia
This Week in Asia #43
Major Cineplex + Applied Co + Photosynth
Photosynth (4379 JP)
Japanese smart-lock SaaS company at 1.3x trailing EV/Sales
This Week in Asia #42
Air Water + FnGuide + Fu Shou Yuan
Philippine Seven (SEVN PM)
Convenience store operator at 13x P/E
Mizuno (8022 JP)
Japanese sportswear brand at 16x P/E
Deep-dives
Update: China Tower (788 HK)
China's telecom tower monopoly
Thematic reports
Interview: Ryan Albert
A hedge fund manager view on South Korea's corporate governance reforms
Insiders
Insider activity July 2026
Five Asian stocks with insider buying
Deep-dives
Integral (5842 JP)
Japanese private equity firm raising a sixth fund
Thematic reports
Interview with Roderick van Zuylen
CIO of Night Watch Investment Management and contributor to KEDM
Portfolio
Portfolio update July 2026
New Indonesian position
Thematic reports
Interview: Andrei Stetsenko
India-focused investor at Gymkhana Partners
Thematic reports
Hidden Champions of South Korea
30 "hidden champions" identified
Deep-dives
Avia Avian (AVIA IJ)
Indonesia’s largest paint manufacturer ramping up capacity +80%
Insiders
Insider activity June 2026
5 Asian stocks with insider buying
Deep-dives
Air Water (4088 JP)
Japan’s second-largest industrial gas business in full-on restructuring mode
Thematic reports
Thailand's stimulus package
The Bhumjaithai Party's impact on economic growth and Thai equities