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Potential Omicron beneficiaries
Estimated reading time: 13 minutes
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Fairwood (52 HK)
Fairwood (52 HK) is a Hong Kong fast-food restaurant chain with 172 outlets. It serves a mix of Chinese, Japanese and Western food, catering to the tastes of white-collar workers in Hong Kong. I believe that Fairwood fills a niche. It caters to those who want low-priced
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Six contrarian bets in Hong Kong
Estimated reading time: 19 mins
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Portfolio
Portfolio update November 2021
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Sempio Foods (248170 KS)
Sempio Foods (248170 KS) is Korea’s leading soy sauce producer. It has a 60% market share for soy sauce domestically and strength in a variety of related condiments such as bean pastes and chilli sauces. The company was initially established as the Samsi Soy Sauce Brewery in 1946. Founding
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Will China become socialist again?
Estimated reading time: 15 minutes