This Week in Asia #39
Freee + CTOS Digital + China Tower
Latest
Update: China Tower (788 HK)
China's telecom tower monopoly
Interview: Ryan Albert
A hedge fund manager view on South Korea's corporate governance reforms
Insider activity July 2026
Five Asian stocks with insider buying
This Week in Asia #38
Nintendo, Seria, Integral
Integral (5842 JP)
Japanese private equity firm raising a sixth fund
Interview with Roderick van Zuylen
CIO of Night Watch Investment Management and contributor to KEDM
Portfolio update July 2026
New Indonesian position
Interview: Andrei Stetsenko
India-focused investor at Gymkhana Partners
Hidden Champions of South Korea
30 "hidden champions" identified
Avia Avian (AVIA IJ)
Indonesia’s largest paint manufacturer ramping up capacity +80%
Insider activity June 2026
5 Asian stocks with insider buying
Deep-dives
Update: Saramin (143240 KS)
South Korea's leading HR-tech company
Portfolio
Portfolio update June 2026
Travel stocks, luxury wristwatch retailers and Philippine IPOs in focus
Thematic reports
Toll Bridge Investing
The perfect business model
Deep-dives
Interview: CTOS Digital (CTOS MK)
Malaysia's leading credit bureau gets a new CEO
Thematic reports
Interview: Tian Yang
CIO at Variant Perception
Thematic reports
Travel notes: Hong Kong
Visiting the Weird Shit Investing conference
Insiders
Insider activity May 2026
Five stocks with insider buying in China, South Korea, Indonesia and Thailand
Deep-dives
Update: IMAX China (1970 HK)
The leader in cinema equipment at 9x P/E
Thematic reports
Japan SaaS earnings season
No signs of disruption from generative AI
Deep-dives
Total Soft Bank (045340 KS)
Port terminal operating system developer at 6x P/E
Portfolio
Portfolio update May 2026
DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain
Deep-dives
NICE Information Service (030190 KS)
The FICO of South Korea at 10x P/E