Deep-dives
Mandarin Oriental (MAND SP)
World-class luxury hotel group at 76% discount to NAV
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5 stocks to choose from
Weekly Highlights
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Singapore
What's left in my CPF
I narrowed down 300 stocks to one. Estimated reading time: 36 minutes
Mainland China
Q&A: Modern Dental (3600 HK)
Global provider of low-cost dental prosthetics. Estimated reading time: 13 minutes
Weekly Highlights
A teaser post sent to free subscribers
Portfolio
Portfolio review September 2024
China is where it's at. Estimated reading time: 27 minutes
Thematic reports
Live stream with Daye Deng
Equity research analyst writing the East Asia Stock Insights Substack
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Asian Century Stocks is a newsletter focusing on Asian value stocks. I started it in 2021, and after 5 years, it's become one of the biggest finance newsletters in the region. Asian Century Stocks is read by over 20,000 investors worldwide. You'll get a perspective
Weekly highlights
A teaser post sent to free subscribers
Links
Links September 2024
10 investment-related write-ups, 10 articles and 10 podcast episodes
Deep-dives
Samyang Foods (003230 KS)
The "hottest" Korean instant noodles maker at 14x run-rate P/E