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Deep-dives
Deep-dives into Asian stocks that I consider to be unusually attractive. Expect over 20x deep-dives per year.
Deep-dive 2021-21: Indonesian sin stockDisclaimer: This article and related PowerPoint presentation constitute the author’s personal views only and is for entertainment purposes only. It is …
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Deep-dive 2021-20: Best-in-class Indonesian property developerDisclaimer: This article and related PowerPoint presentation constitute the author’s personal views only and is for entertainment purposes only. It is …
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Deep-dive 2021-19: Ultrajaya MilkUltrajaya Milk (ULTJ IJ) is the leading dairy company in Indonesia. Its most popular product “Ultra Milk” has a market share of roughly 40% and dominat…
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Deep-dive 2021-18: HK small-cap COVID recovery stockDisclaimer: This article and related PowerPoint presentation constitute the author’s personal views only and is for entertainment purposes only. It is …
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Deep-dive 2021-17: TravelSkyTravelSky Technology (696 HK) is a Chinese travel technology company owned by state holding company SASAC and the Chinese airlines. The company provide…
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Deep-dive 2021-16: Jardine Cycle & CarriageA clean bet on the recovery of the Indonesian auto market
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Deep-dive 2021-15: OkamotoOkamoto Industries (5122 JP) is a family-run household products and industrial materials company based in Japan. The company is best known for its cond…
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