Links
Monday morning links
Hitachi, Kaspi, Singapore hidden champions, March 2023 portfolio review
Latest
Singapore
Hidden champions of Singapore
An attempt to find the best businesses in Singapore. Estimated reading time: 24 minutes
Portfolio
Portfolio review March 2023
Positive development in Hong Kong's restaurant industry and Singapore public transport. Disappointment at Ichigo Hotel. Estimated reading time: 23 minutes
Links
Monday morning links
Deep-dive 2023-6, Pinduoduo, Public Bank
Japan
Seria (2782 JP)
Japanese discount retailer going through short-term turbulence
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
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
Deep-dives
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