Deep-dives
Trip.com (TCOM US)
China's largest online travel agent, now expanding internationally
Deep-dives
Update: China Tower (788 HK)
China's telecom tower monopoly
Deep-dives
Update: IMAX China (1970 HK)
The leader in cinema equipment at 9x P/E
Deep-dives
Update: TravelSky (696 HK)
GDS monopoly turned into a SaaS growth story at 11x P/E
Deep-dives
Midea (300 HK)
Home appliances giant at 13x P/E with a hidden robotics asset
Mainland China
Golden Throat (6896 HK)
China’s leading lozenge maker at 10x P/E and a 10% dividend yield
Mainland China
Haier D-share (690D GR) — 2025 update
World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes
Mainland China
Didi Global (DIDIY US)
China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst
Deep-dives
JD.com (JD US)
Trusted online retailer trading at a 9x P/E with a coming margin inflection
Mainland China
Anxian Yuan (922 HK)
Chinese cemetery stock at 6.1x P/E and 13.3% dividend yield
Mainland China
Q&A: Modern Dental (3600 HK)
Global provider of low-cost dental prosthetics. Estimated reading time: 13 minutes
Mainland China
Fu Shou Yuan (1448 HK)
Death care at a discount