Archive - East Asia Stock Insights

Canon's Lithography Ambitions

From a value trap to a semicap dark horse

Sep 4 •

East Asia Stock Insights

August 2024

New Oriental Education (EDU)

Epic comeback from regulatory woes

Aug 12 •

East Asia Stock Insights

Hamamatsu Photonics (6965) Part 2

Deeper dive into the business, management, and valuation/risks

Aug 5 •

East Asia Stock Insights

July 2024

Hamamatsu Photonics (6965) Part 1

Shining bright at 10x EV/EBIT

Jul 26 •

East Asia Stock Insights

Rethinking "Demographics Risk"

Lessons from Japan

Jul 9 •

East Asia Stock Insights

June 2024

$ATAT 101 - Atour Lifestyle Holdings

Category leading hotel franchisor for <15 P/E

Jun 14 •

East Asia Stock Insights

China Trip Notes (5/27~6/5)

Thoughts on Chinese consumers and more

Jun 12 •

East Asia Stock Insights

May 2024

Digital Garage Inc (4819)

Riding the wave of Japan's cashless payments growth

May 26 •

East Asia Stock Insights

Justsystems Corp (4686)

A "mini Keyence" trading at 5x EV/EBIT

May 10 •

East Asia Stock Insights

April 2024

Descente Ltd (8114)

Following Itochu's buyout trail

Apr 26 •

East Asia Stock Insights

Japanese parent-child listings

Lay of the land + 2 actionable ideas

Apr 18 •

East Asia Stock Insights

Coupang: Why I'm sitting out

Competitive and political risks are being underestimated

Apr 11 •

East Asia Stock Insights

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