Mainland China
Golden Throat (6896 HK)
China’s leading lozenge maker at 10x P/E and a 10% dividend yield
Haier D-share (690D GR) — 2025 update
World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes
Didi Global (DIDIY US)
China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst
JD.com (JD US)
Trusted online retailer trading at a 9x P/E with a coming margin inflection
Q&A: Modern Dental (3600 HK)
Global provider of low-cost dental prosthetics. Estimated reading time: 13 minutes
IMAX China (1970 HK) － mid-2024 update
"Play it again, Sam". Estimated reading time: 17 minutes
Book review: Wild Ride
A book on China’s capitalist experiment by Anne Stevenson-Yang. Estimated reading time: 16 minutes
IMAX China (1970 HK)
Exclusive provider of IMAX cinema equipment to China at 7.5x P/E
China worries
Dissecting four of the most common pushbacks against investing in Chinese equities. Estimated reading time: 19 mins
China Tower (788 HK)
State monopoly at a forward P/E of 11x and rapidly falling depreciation charges
China Overseas Land & Investment (688 HK)
State-backed COLI strikes back, now with a P/E of 5.2x