Latest
Links
Monday morning links
Happy Lunar New Year and a report on Indonesian sportswear retailing
Deep-dives
MAP Aktif Adiperkasa (MAPA IJ)
Indonesia’s leading sports retailer expects higher foot traffic post-COVID
Links
Monday morning links
Zero-COVID policies, Chinese supermarkets and portfolio review
Portfolio
Portfolio update January 2022
Omicron bloodbath - staying the course. Estimated reading time: 7 mins
Mainland China
Chinese supermarket wars
Troubled sector with recovery potential. Estimated reading time: 18 mins
Links
Monday morning links
A Hong Kong-based conglomerate and Bengaluru Airport
Deep-dives
CK Hutchison (1 HK)
The best-run conglomerate in Hong Kong at a ~50% NAV discount
Thematic reports
Resources for Asia-focused investors
A list of the best resources available for investors in the region
Links
Monday morning links
Special report on cement stocks
Thematic reports
Introduction to ASEAN cement
Estimated reading time: 19 mins
Philippines
Holcim Philippines (HLCM PM)
The highest-quality cement producer in Asia trading at a decade low valuation