This Week in Asia #42
Air Water + FnGuide + Fu Shou Yuan
Latest
Philippine Seven (SEVN PM)
Convenience store operator at 13x P/E
Mizuno (8022 JP)
Japanese sportswear brand at 16x P/E
This Week in Asia #41
Hanssem's CEO has been buying stock. Verdad argues that the Japanese yen is the cheapest G-10 currency. And my portfolio update for August 2026 is finally out. Watchlist update * Elevator service company Hong-Wei Electrical announced it's moving from an over-the-counter listing to
Portfolio update August 2026
A rally in Japanese SaaS stocks
Emerging market life cycles
An assessment of country cycles in 2026
Alan: Creek & River (4763 JP)
Japanese talent agency micro-cap
This Week in Asia #40
Alibaba + Baguio Green Group + Trip.com
Trip.com (TCOM US)
China's largest online travel agent, now expanding internationally
This Week in Asia #39
Freee + CTOS Digital + China Tower
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
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
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