Deep-dives
Koshidaka (2157 JP) － 2024 update
Japanese entertainment business with excellent capital allocation. Estimated reading time: 18 minutes
Latest
Thematic reports
Travel notes: Hong Kong
Estimated reading time: 36 minutes
Portfolio
Portfolio review April 2024
Monthly update about my personal Asia-focused portfolio of stocks. Estimated reading time: 22 minutes.
Thematic reports
Book review: Spy the Lie
A review of a lie detection book from a former CIA officer. Estimated reading time: 17 minutes
Links
Links April 2024
Asia investment-related write-ups, articles and podcasts
Mainland China
Lao Feng Xiang B-share (900905 CH)
China’s largest jewelry company at 6.6x P/E
Thematic reports
The Silver Economy
Developed Asia is aging, increasing the demand for healthcare, golf and several other sectors. Estimated reading time: 11 minutes.
Thematic reports
10 Questions with Chris Beselin
Vietnam-focused entrepreneur and fund manager
Deep-dives
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
Thematic reports
Closed-end funds at a discount
Estimated reading time: 15 mins
Deep-dives
Micro-Mechanics (MMH SP)
Singapore’s favorite child, now experiencing an industry downturn
Indonesia
Indonesia after Jokowi
How the election of Prabowo Subianto will affect the Indonesian consumer. Estimated reading time: 15 minutes.