Plover Bay Technologies (1523 HK)
A 5G and Starlink bet at 9x P/E and a 9% dividend yield…
Welcome to Asian Century Stocks
Deep reports for serious, Asia-focused investors
What I read in September 2023
Estimated reading time: 23 minutes…
Portfolio review September 2023
There's no place like Hong Kong. Estimated reading time: 21 minutes.…
10 Questions with InflationX
Global fixed income specialist…
Kimly (KMLY SP)
High-ROE coffeeshop operator with a clean balance sheet at 11x P/E…
Introduction to the global wristwatch market
Commentary on the Apple Watch, polarisation of the market, watch collecting and more. Estimated reading time: 23 minutes…
Thai Beverage update (THBEV SP)
Decent post-COVID recovery but some regulatory pressure. Estimated reading time: 15 minutes…
Hidden Champions among India's ADRs/GDRs
Several high-quality Indian companies listed overseas. Estimated reading time: 13 minutes…
Portfolio review August 2023
Headlines on Chinese stocks more negative than ever. But I'm personally more worried about stocks in the rest of the world. Estimated reading time: 24 minutes.…
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