Macro update for the 1st quarter of 2024
Listening time: 32 mins
Latest
Links
Links round-up
The best recent Asia investment-related content anywhere on the Internet
Hong Kong
Hong Kong's death has been exaggerated
Estimated reading time: 29 minutes
Deep-dives
Straco Corporation (STCO SP)
Singapore-based developer of tourism assets at 5x full-recovery EV/EBIT
Portfolio
Portfolio review January 2024
A double-dip in the Hang Seng Index? Estimated reading time: 23 minutes
Thematic reports
What I read in January 2024
Estimated reading time: 16 minutes
New posts from Asian Century Stocks
A reminder of the best recent posts
Thematic reports
Fraud in Asia
A review of Tan & Robinson's 2014 book. Estimated reading time: 24 minutes
Mainland China
IMAX China (1970 HK)
Exclusive provider of IMAX cinema equipment to China at 7.5x P/E
Japan
Naming and shaming in Japan
Estimated reading time: 14 minutes
Deep-dives
Tai Cheung (88 HK)
Solid Hong Kong property developer at 79% discount to NAV with no debt
Thematic reports
The cocoa question
Prices have spiked but no sign of a peak. Estimated reading time: 14 minutes