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China Sportswear (Part 2: Anta)
Feb 28, 2024
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East Asia Stock Insights
38
China Sportswear (Part 3: Li-Ning)
Mar 2, 2024
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East Asia Stock Insights
26
Coupang: Why I'm sitting out
Apr 11, 2024
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East Asia Stock Insights
17
2
Yakult Honsha (2267)
Mar 18, 2024
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East Asia Stock Insights
15
2
2
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Carlit Co Ltd (4275)
Niche monopoly defense player at 4.5x EV/EBIT
Aug 20, 2025
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East Asia Stock Insights
40
1
2025-Q2 portfolio update
Solid quarter, staying cautious
Jul 22, 2025
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East Asia Stock Insights
16
Air Water (4088)
The last bargain industrial gas company?
Jun 30, 2025
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East Asia Stock Insights
19
2
2025-Q1 portfolio update
Pivot to Asia
Apr 27, 2025
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East Asia Stock Insights
6
2
2
IHI Corp (7013) - Part 2
Aligning with Japan's most critical needs: defense and energy security
Apr 13, 2025
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East Asia Stock Insights
9
2
IHI Corp (7013) - Part 1
Japan's leading aerospace conglomerate follows the "Hitachi playbook" to unlock value
Apr 2, 2025
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East Asia Stock Insights
8
Toyota Industries Corp (6201)
Capitalizing on the Toyota Group restructuring
Mar 10, 2025
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East Asia Stock Insights
10
1
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East Asia Stock Insights
Subscribe for unique and actionable insights on East Asian stocks. 12 yrs of professional experience in Japan, Korea, and Greater China markets.
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