Japan
Fuji Corp Miyagi (7605 JP)
Japan’s version of Discount Tire with 17% ROE at 6x P/E
Latest
Deep-dives
Catalyst: Mutant Mayhem
Estimated reading time: 15 minutes
Thematic reports
Hong Kong's tourism boom
The ongoing boom in mainland tourism to Hong Kong is likely to benefit a large number of Hong Kong-listed companies. Estimated reading time: 21 mins
Portfolio
Portfolio review May 2023
Indonesian consumer stocks are rallying but the real value is in China. Estimated reading time: 29 minutes
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
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