Hong Kong's tourism boom
The ongoing boom in mainland tourism to Hong Kong is likely to benefit a large number of Hong Kong-listed companies. Estimated reading time: 21 mins
Latest
Portfolio review May 2023
Indonesian consumer stocks are rallying but the real value is in China. Estimated reading time: 29 minutes
Major Cineplex update (MAJOR TB)
COVID-19 earnings recovery on track, with the election unlikely to impact the business much. Estimated reading time: 14 minutes
MacroAsia (MAC PM)
The leading aviation services business in the Philippines enjoying a COVID recovery
Introduction to Value Investing
An introduction to value investing. Estimated reading time: 21 minutes
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
NagaCorp (3918 HK)
Cambodian monopoly casino operator getting ready for a wave of Chinese tourists
Portfolio review April 2023
Adding to three China reopening proxies. Estimated reading time: 28 minutes
Monday morning links
Persistent Systems, Praemium, Hong Kong Hidden Champions, Borrowing ideas from funds #6
Hidden champions of Hong Kong
An attempt to find the best businesses listed in Hong Kong. Estimated reading time: 33 minutes.
