Thematic reports
Babies out with the SaaS-water
Japan SaaS looking cheap
Latest
Deep-dives
The Hour Glass (HG SP)
Singapore-based luxury watch retailer at 9.4x P/E
Thematic reports
Alcohol stocks bottoming?
A brutal bear market might be coming to an end
Deep-dives
Update: Casio (6952 JP)
Casio's in turnaround mode at 1.0x EV/Sales
Insiders
Insider activity January 2026
HK REIT, Korean CPG name, and more.
Thematic reports
The luxury wristwatch market may have bottomed
Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too
Deep-dives
Carabao (CBG TB)
The “Monster Beverage of Thailand” at 12x forward P/E
Thematic reports
South Korea's Value-Up Reforms
South Korea as the next frontier for corporate governance reforms
Portfolio
Portfolio update January 2026
A volatile month
Thematic reports
Understanding the e-paper market
The display panels used in the Amazon Kindle and electronic shelf labels
Deep-dives
E Ink (8069 TT)
The global monopoly in e-paper displays at 16x P/E with a color display catalyst
Thematic reports
Myopia stocks in Asia
80%+ of high school students in East Asia are afflicted. Which companies benefit?