Links April 2024
Asia investment-related write-ups, articles and podcasts…
Welcome to Asian Century Stocks
Deep reports for serious, Asia-focused investors
Lao Feng Xiang B-share (900905 CH)
China’s largest jewelry company at 6.6x P/E…
The Silver Economy
Developed Asia is aging, increasing the demand for healthcare, golf and several other sectors. Estimated reading time: 11 minutes.…
10 Questions with Chris Beselin
Vietnam-focused entrepreneur and fund manager…
IH Retail (1373 HK) － 2024 update
Hong Kong's leading discount retailer down over 50% in less than a year. Estimated reading time: 17 minutes…
Closed-end funds at a discount
Estimated reading time: 15 mins…
Micro-Mechanics (MMH SP)
Singapore’s favorite child, now experiencing an industry downturn…
Indonesia after Jokowi
How the election of Prabowo Subianto will affect the Indonesian consumer. Estimated reading time: 15 minutes.…
Portfolio review March 2024
Monthly update about my personal Asia-focused portfolio of stocks.…
Sony (6758 JP) － 2024 update
PlayStation 5 getting closer to full monetization. Estimated reading time: 23 minutes…
Pentamaster International (1665 HK)
The operating company in the Pentamaster group at 6.1x P/E…
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