Thematic reports
What I read in November 2023
Estimated reading time: 18 minutes
Latest
Thematic reports
The Asian pet industry
The rise of COVID-era "fur babies". Estimated reading time: 14 mins
New posts from Asian Century Stocks
A reminder of the best recent posts
Deep-dives
Fairfax India (FIH/U CN)
Smart investor in a promising country at a 40% discount
Deep-dives
SUTL Enterprise (SUTL SP)
Asia’s best marina in a growing city at a P/E of 7x
Mainland China
China Tower (788 HK)
State monopoly at a forward P/E of 11x and rapidly falling depreciation charges
Portfolio
Portfolio review October 2023
Every man needs a hedge. Estimated reading time: 21 minutes.
Thematic reports
What I read in October 2023
Estimated reading time: 17 minutes
Thematic reports
Markus Husemann-Kopetzky on Pricing
On Markus Husemann-Kopetzky's new book. Estimated reading time: 14 minutes
Malaysia
Hartalega update (HART MK)
Getting close to an ASP bottom. Estimated reading time: 15 minutes.
Mainland China
China Overseas Land & Investment (688 HK)
State-backed COLI strikes back, now with a P/E of 5.2x
Thematic reports
Australia's coming housing bust
Estimated reading time: 10 minutes