Thematic reports
Winners of China's "daigou" crackdown
Hainan duty-free stores and cross-border e-commerce platforms stand to benefit. Estimated reading time: 13 minutes
Latest
Links
Monday morning links
Deep Dive 2023-5, Halyk Bank, Oriental Watch, Nintendo
Deep-dives
Hysan Development (14 HK)
Hong Kong tourism proxy at a 67% discount to NAV
Thematic reports
IVF
Secular growth for decades to come. Estimated reading time: 11 minutes
Links
Monday morning links
En-Japan, Geo-Energy Resources, Haw Par Corporation
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Japan
En-Japan update (4849 JP)
A highly successful HR-tech company suffering from weak near-term earnings due to its new Engage platform. Estimated reading time: 22 minutes
Mainland China
Chinese ADRs are safe from delisting, for now
On VIE structures, delisting risks and potential workarounds. Estimated reading time: 15 minutes
Links
Monday morning links
KFC, Japanese restaurants, Astutex alt-data
Japan
The ultimate guide to Japan's publicly listed restaurant chains
Fast-food and sushi are taking market share on a secular basis, but the izakayas have the greatest recovery potential. Estimated reading time: 36 minutes
Thematic reports
10 Questions with Dmitry Baulin
On the use of alternative data when forming investment decisions. Estimated reading time: 9 minutes
Links
Monday morning links
Deep-dive 2023-4, Techtronic Industries, Shimano, Business Brain Showa-Ota, Keck Seng Investments