Deep-dives

Deep-dives into Asian stocks that I consider to be unusually attractive. Expect over 20x deep-dives per year.

Disclaimer: This article and related PowerPoint presentation constitute the author’s personal views only and is for entertainment purposes only. It is …
Disclaimer: This article and related PowerPoint presentation constitute the author’s personal views only and is for entertainment purposes only. It is …
Ultrajaya 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…
Disclaimer: This article and related PowerPoint presentation constitute the author’s personal views only and is for entertainment purposes only. It is …
TravelSky Technology (696 HK) is a Chinese travel technology company owned by state holding company SASAC and the Chinese airlines. The company provide…
A clean bet on the recovery of the Indonesian auto market
Okamoto Industries (5122 JP) is a family-run household products and industrial materials company based in Japan. The company is best known for its cond…
See all