Thematic reports
The coming El Niño of 2026
Impacting plantations, agricultural commodity prices, CPG companies, coal miners and sellers of air conditioners
Latest
Deep-dives
Update: SUTL Enterprise (SUTL SP)
Singapore marina operator at 7.1x 2028e P/E
Thematic reports
Analyze Websites like a Pro
The tools you can use to analyze websites: Similarweb, Semrush, Ahrefs and TickerTrends
Deep-dives
Samart Aviation (SAV TB)
Cambodia air traffic monopoly at 11.4x P/E and an 8.2% dividend yield
Portfolio
Portfolio update March 2026
Risk-off in Asia
Thematic reports
Travel Notes: Vietnam
Visiting the FatAlpha Value (Asia) conference
Thematic reports
Digging through Korean Value-Up plans
Five highlighted stocks
Deep-dives
Visional (4194 JP)
Niche Japanese online recruitment service at 12.5x 2027e P/E
Thematic reports
Emerging market indices are flawed
Momentum-driven, concentrated, dilutive and with risk of front-running
Deep-dives
Nintendo (7974 JP)
Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E
Thematic reports
Interview: Jamie Halse
Co-founder of Senjin Capital
Insiders
Insider activity February 2026
9.8x more selling than buying in Mainland China