East Asia Stock Insights

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Hamamatsu Photonics (6965) Part 1
Shining bright at 10x EV/EBIT
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East Asia Stock Insights
Rethinking "Demographics Risk"
Lessons from Japan
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East Asia Stock Insights

June 2024

$ATAT 101 - Atour Lifestyle Holdings
Category leading hotel franchisor for <15 P/E
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East Asia Stock Insights
11
China Trip Notes (5/27~6/5)
Thoughts on Chinese consumers and more
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East Asia Stock Insights

May 2024

Digital Garage Inc (4819)
Riding the wave of Japan's cashless payments growth
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East Asia Stock Insights
Justsystems Corp (4686)
A "mini Keyence" trading at 5x EV/EBIT
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East Asia Stock Insights
2

April 2024

Descente Ltd (8114)
Following Itochu's buyout trail
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East Asia Stock Insights
2
Japanese parent-child listings
Lay of the land + 2 actionable ideas
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East Asia Stock Insights
Coupang: Why I'm sitting out
Competitive and political risks are being underestimated
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East Asia Stock Insights

March 2024

Can Japanese Management Change?
Case Study of Nippon Steel
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East Asia Stock Insights
Yakult Honsha (2267)
The "Coca-Cola of Asia" is cheapest among global peers at 12x EV/EBIT
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East Asia Stock Insights
2
China Sportswear (Part 3: Li-Ning)
China's most recognized brand is also the most hated stock
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East Asia Stock Insights
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