Deep-dives
MacroAsia (MAC PM)
The leading aviation services business in the Philippines enjoying a COVID recovery
Deep-dive 2023-8: NagaCorp (3918 HK)
Cambodian monopoly casino operator getting ready for a wave of Chinese tourists
En-Japan update (4849 JP)
A highly successful HR-tech company suffering from weak near-term earnings due to its new Engage platform. Estimated reading time: 22 minutes
Deep-dive 2023-4: UMP Healthcare (722 HK)
Hong Kong healthcare provider at 8x P/E with significant insider buying
Deep-dive 2023-3: Boustead Singapore (BOCS SP)
Singapore small-cap conglomerate run by a legendary entrepreneur
Haw Par Corporation update (HPAR SP)
COVID-19 restrictions have largely gone away and the borders have re-opened. Estimated reading time: 16 minutes
LG Household & Health late-2022 update (051905 KS)
Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 15 minutes
Deep-dive 2022-30: Café de Coral (341 HK)
Hong Kong’s leading local fast-food chain seeing light at the end of the COVID tunnel
Deep-dive 2022-29: Codan (CDA AU)
Australian metal detector producer selling ”picks and shovels in a gold rush”
Dairy Farm late-2022 update (DFI SP)
Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 14 minutes