Singapore
Hidden champions of Singapore
An attempt to find the best businesses in Singapore. Estimated reading time: 24 minutes
Latest
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
Thematic reports
Chinese ADRs are safe from delisting, for now
On VIE structures, delisting risks and potential workarounds. Estimated reading time: 15 minutes