Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Hong Kong’s leading local fast-food chain seeing light at the end of the COVID tunnel
Insider buying screen. Estimated reading time: 11 minutes
Scrappy, minority-friendly Hong Kong electronics manufacturer at 7.4x P/E and 13.2% dividend yield
The leader in the global luggage market is seeing a travel recovery take shape
Hong Kong multi-brand restaurant chain expanding into mainland China. Estimated reading time: 5 minutes
World leading plush toy manufacturer with exposure to Tokyo Disneyland