Deep-dives

Philippines

MacroAsia (MAC PM)

The leading aviation services business in the Philippines enjoying a COVID recovery

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Michael Fritzell May 14, 2023

Deep-dives

Deep-dive 2023-8: NagaCorp (3918 HK)

Cambodian monopoly casino operator getting ready for a wave of Chinese tourists

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Michael Fritzell May 7, 2023

Deep-dives

Deep-dive 2023-7

Industry-leading glove maker dealing with an industry downturn

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Michael Fritzell Apr 16, 2023

Japan

Deep-dive 2023-6

Japanese discount retailer going through short-term turbulence

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Michael Fritzell Mar 26, 2023

Deep-dives

Deep-dive 2023-5

Hong Kong tourism proxy at a 67% discount to NAV

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Michael Fritzell Mar 19, 2023

Japan

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

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Michael Fritzell Mar 12, 2023

Deep-dives

Deep-dive 2023-4: UMP Healthcare (722 HK)

Hong Kong healthcare provider at 8x P/E with significant insider buying

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Michael Fritzell Feb 26, 2023

Deep-dives

Deep-dive 2023-3: Boustead Singapore (BOCS SP)

Singapore small-cap conglomerate run by a legendary entrepreneur

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Michael Fritzell Feb 19, 2023

Deep-dives

Deep-dive 2023-2

Niche Korean software developer

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Michael Fritzell Feb 5, 2023

Deep-dives

Haw Par Corporation update (HPAR SP)

COVID-19 restrictions have largely gone away and the borders have re-opened. Estimated reading time: 16 minutes

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Michael Fritzell Jan 22, 2023

Mainland China

Deep-dive 2023-1

Chinese social media company at a COVID-19 inflection point

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Michael Fritzell Jan 15, 2023

South Korea

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

Asian Century Stocks Dec 22, 2022