Links
Monday morning links
Noah Holdings, Hibiscus Petroleum, April 2023 portfolio review
Latest
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.
Thematic reports
Borrowing ideas from funds, part 6
Estimated reading time: 19 minutes
Links
Monday morning links
Deep-dive 2023-7, Activation Group, Red Roulette
Deep-dives
Hartalega (HARTA MK)
Industry-leading glove maker dealing with an industry downturn
Thematic reports
Desmond Shum: Red Roulette
What I learnt from Desmond Shum's book. Estimated reading time: 10 minutes.
Links
Monday morning links
Shine Justice, the rubber glove cycle, Planet MicroCap Review
The best recent posts on Asia Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Thematic reports
The glove cycle is bottoming
Inventories have most likely peaked and glove prices bottomed. Estimated reading time: 15 minutes
Links
Monday morning links
Hitachi, Kaspi, Singapore hidden champions, March 2023 portfolio review