Deep-dives
Alibaba: SOTP with Chinese characteristics
Estimated reading time: 19 minutes
Latest
Deep-dives
Sierra Rutile (SRX AU)
Spin-off dynamics for the largest rutile mine in the world
Top 20 book recommendations
Estimated reading time: 13 minutes
Deep-dives
L'Occitane (973 HK)
Cosmetics giant at half the peer group multiple, despite a fast-growing hidden asset
Thematic reports
Travel notes: Manila
Estimated reading time: 9 minutes
Portfolio
Portfolio review July 2023
Indonesia is in a bull market. Estimated reading time: 20 minutes
Thematic reports
What I read in July 2023
Estimated reading time: 14 minutes
Thematic reports
Hidden champions of Taiwan
An attempt to find the best businesses in Taiwan. Estimated reading time: 31 minutes.
Thematic reports
What if the yen strengthens?
Sectors such as consumer staples, utilities and pharmaceuticals would benefit. Estimated reading time: 13 minutes
Deep-dives
International Housewares Retail (1373 HK)
Hong Kong discount retailer at half the global peer group multiple
Thematic reports
The global plane shortage
Strong demand and constraints in supply. Estimated reading time: 13 minutes
Deep-dives
Multi Bintang update (MLBI IJ)
The return of tourists to Bali the last piece of the Multi Bintang puzzle. Estimated reading time: 17 minutes