Deep-dives
Major Cineplex update (MAJOR TB)
COVID-19 earnings recovery on track, with the election unlikely to impact the business much. Estimated reading time: 14 minutes
Latest
Japan
Ryohin Keikaku (7453 JP)
Japan’s finest retailer now benefitting from China’s reopening
Links
Monday morning links
MacroAsia, Sunnexta Group
Philippines
MacroAsia (MAC PM)
The leading aviation services business in the Philippines enjoying a COVID recovery
Thematic reports
Introduction to Value Investing
An introduction to value investing. Estimated reading time: 21 minutes
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Links
Monday morning links
NagaCorp, Seven & I, Activation Group, Medical Net
Deep-dives
NagaCorp (3918 HK)
Cambodian monopoly casino operator getting ready for a wave of Chinese tourists
Links
Monday morning links
Noah Holdings, Hibiscus Petroleum, April 2023 portfolio review
Portfolio
Portfolio review April 2023
Adding to three China reopening proxies. Estimated reading time: 28 minutes
Links
Monday morning links
Persistent Systems, Praemium, Hong Kong Hidden Champions, Borrowing ideas from funds #6
Hong Kong
Hidden champions of Hong Kong
An attempt to find the best businesses listed in Hong Kong. Estimated reading time: 33 minutes.