Indonesia
Indonesia after Jokowi
How the election of Prabowo Subianto will affect the Indonesian consumer. Estimated reading time: 15 minutes.
Latest
Portfolio
Portfolio review March 2024
Monthly update about my personal Asia-focused portfolio of stocks.
Deep-dives
Sony (6758 JP) － 2024 update
PlayStation 5 getting closer to full monetization. Estimated reading time: 23 minutes
Links
Links round-up
Asia investment-related write-ups, articles and podcasts
Deep-dives
Pentamaster International (1665 HK)
The operating company in the Pentamaster group at 6.1x P/E
Mainland China
Book review: Wild Ride
A book on China’s capitalist experiment by Anne Stevenson-Yang. Estimated reading time: 16 minutes
Mainland China
Prosus (PRX NA)
Tencent at a 35% discount with consistent share buybacks
Singapore
Delfi (DELFI SP) － 2024 update
Indonesia's leading chocolate manufacturer at 8.8x 2026e P/E. Estimated reading time: 20 minutes
Deep-dives
PropertyGuru (PGRU US)
The Zillow of Southeast Asia, but at 2.7x EV/Sales
Thematic reports
Druckenmiller's gold miner bet
Estimated reading time: 25 mins
Links
Links round-up
Asia investment-related write-ups, articles and podcasts
Links
Links round-up
Asia investment-related write-ups, articles and podcasts