Mainland China

Mainland China

Golden Throat (6896 HK)

China’s leading lozenge maker at 10x P/E and a 10% dividend yield

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Michael Fritzell Aug 31, 2025

Deep-dives

Haier D-share (690D GR) — 2025 update

World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes

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Michael Fritzell Aug 10, 2025

Mainland China

Didi Global (DIDIY US)

China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst

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Michael Fritzell Jun 7, 2025

Deep-dives

JD.com (JD US)

Trusted online retailer trading at a 9x P/E with a coming margin inflection

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Michael Fritzell Jan 19, 2025

Mainland China

Anxian Yuan (922 HK)

Chinese cemetery stock at 6.1x P/E and 13.3% dividend yield

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Michael Fritzell Nov 13, 2024

Mainland China

Q&A: Modern Dental (3600 HK)

Global provider of low-cost dental prosthetics. Estimated reading time: 13 minutes

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Michael Fritzell Oct 2, 2024

Mainland China

Fu Shou Yuan (1448 HK)

Death care at a discount

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Michael Fritzell Jul 7, 2024

Mainland China

IMAX China (1970 HK) － mid-2024 update

"Play it again, Sam". Estimated reading time: 17 minutes

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Michael Fritzell May 19, 2024

Mainland China

Lao Feng Xiang B-share (900905 CH)

China’s largest jewelry company at 6.6x P/E

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Michael Fritzell Apr 21, 2024

Mainland China

Book review: Wild Ride

A book on China’s capitalist experiment by Anne Stevenson-Yang. Estimated reading time: 16 minutes

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Michael Fritzell Mar 20, 2024

Mainland China

Prosus (PRX NA)

Tencent at a 35% discount with consistent share buybacks

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Michael Fritzell Mar 17, 2024

Mainland China

IMAX China (1970 HK)

Exclusive provider of IMAX cinema equipment to China at 7.5x P/E

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Michael Fritzell Jan 21, 2024