Deep-dives
Fairfax India (FIH/U CN)
Smart investor in a promising country at a 40% discount
Deep-dives
SUTL Enterprise (SUTL SP)
Asia’s best marina in a growing city at a P/E of 7x
Mainland China
China Tower (788 HK)
State monopoly with rapidly falling depreciation charges
Deep-dives
Hartalega update (HART MK)
Getting close to an ASP bottom. Estimated reading time: 15 minutes.
Mainland China
China Overseas Land & Investment (688 HK)
State-backed COLI strikes back, now with a P/E of 5.2x
Deep-dives
Plover Bay Technologies (1523 HK)
A 5G and Starlink bet at 9x P/E and a 9% dividend yield
Deep-dives
Kimly (KMLY SP)
High-ROE coffeeshop operator with a clean balance sheet at 11x P/E
Deep-dives
Thai Beverage update (THBEV SP)
Decent post-COVID recovery but some regulatory pressure. Estimated reading time: 15 minutes
Deep-dives
CK Hutchison update (1 HK)
Blue-chip conglomerate facing inflation pressures. Estimated reading time: 18 minutes
Philippines
The Philippine Stock Exchange (PSE PM)
Exchange monopoly at a reasonable price with a GGash kicker
Deep-dives
Alibaba: SOTP with Chinese characteristics
Estimated reading time: 19 minutes
Deep-dives
Sierra Rutile (SRX AU)
Spin-off dynamics for the largest rutile mine in the world