Portfolio review March 2023
Positive development in Hong Kong's restaurant industry and Singapore public transport. Disappointment at Ichigo Hotel. Estimated reading time: 23 minutes
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Emerging market indices are flawed
Momentum-driven, concentrated, dilutive and with risk of front-running
Nintendo (7974 JP)
Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E