Deep-dives
Thai Beverage (THBEV SP)
Thailand's spirits monopoly spirits company at P/E 16x
Latest
🎉 1-year anniversary 🎉
7 days before the price goes up
Links
Monday morning links
Singapore border re-opening, weaker Yen, T.Hasegawa, PAX Global
What you missed from Asian Century Stocks
A monthly reminder of the best posts you've missed
Japan
T. Hasegawa (4958 JP)
Japanese leading flavours & fragrances specialist at a discount to global peers
Portfolio
Portfolio update March 2022
Perhaps some impact from the war, after all... commodity producers should benefit. Estimated reading time: 13 minutes
Links
Monday morning links
Chinese tech stock recovery, Japan shareholder activism, new Substack app
Thematic reports
Complete guide to Japan shareholder activism
Introduction to the sector, activist profiles and ongoing campaigns. Estimated reading time: 36 minutes
Links
Monday morning links
New South Korean president, Shenzhen lock-down, Pan Pacific, JD Logistics & Sony
Japan
Pan Pacific International (7532 JP)
Japan's leading discount retailer on the cusp of an international expansion
Ask Me Anything on Asian equities
Paid subscribers are welcome to ask any questions they might have
Links
Monday morning links
Higher oil & wheat prices, Baiyunshan Pharma, Coupang and Korean prefs