Thematic reports
How to avoid value traps in Asia
8 rules. Estimated reading time: 18 minutes
Latest
Links
Links September 2025
10 write-ups, 10 articles and 10 podcasts
Deep-dives
Concepcion Industrial (CIC PM)
Philippine air-conditioning giant at 7x P/E and 7% dividend yield
Japan
Logizard (4391 JP)
Leading Japan warehouse management SaaS at 1.0x EV/Sales
Mainland China
Golden Throat (6896 HK)
China’s leading lozenge maker at 10x P/E and a 10% dividend yield
Portfolio
Portfolio update August 2025
AeroEdge saves the portfolio. Estimated reading time: 26 minutes
Deep-dives
A new era for Jardine Matheson
An under-the-radar transformation. Estimated reading time: 27 minutes.
Links
Links August 2025
10 write-ups, 10 articles and 10 podcasts
Japan
Mercari (4385 JP)
Japan’s leading C2C trading app at 14x P/E with margin uplift potential
How to use Asian Century Stocks
A complete guide for new readers
Thematic reports
Interview with "DaBao"
FinTwit celebrity. Estimated reading time: 11 minutes
Mainland China
Haier D-share (690D GR) — 2025 update
World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes