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Haier Smart Home (6690 HK)
The Chinese appliances giant winning globally
Jan 20
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Haier Smart Home (6690 HK)
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2024-Q4 portfolio update
Year-end portfolio shake-up! (6 new positions and 5 exits)
Jan 6
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2024-Q4 portfolio update
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December 2024
Japan vs Big Tech
The "digital dependency crisis" that Japan can no longer afford to ignore
Dec 5, 2024
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Japan vs Big Tech
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November 2024
Kyoritsu Maintenance (9616) Part 2
The hotel chain winning over Japan's travelers
Nov 18, 2024
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Kyoritsu Maintenance (9616) Part 2
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Kyoritsu Maintenance (9616) Part 1
My top pick Japan tourism play at 14x 2025 EPS
Nov 11, 2024
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Kyoritsu Maintenance (9616) Part 1
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October 2024
A blue-chip takeover candidate
Iconic brand, global growth, with 50% of market cap in cash (8x EV/EBIT)
Oct 29, 2024
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A blue-chip takeover candidate
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A new era for Japanese M&As
Is METI's "M&A Code" a gamechanger?
Oct 21, 2024
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A new era for Japanese M&As
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The East Asia Stocks portfolio
Disclosing my personal portfolio (Q3 2024)
Oct 7, 2024
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The East Asia Stocks portfolio
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September 2024
Angelalign Technology (6699 HK)
Stock pitch + Q&A with a healthcare sector specialist
Sep 30, 2024
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Angelalign Technology (6699 HK)
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1
HKEX: Is this the bottom?
Strong recovery post 2022-2023 slump, with further catalysts ahead
Sep 20, 2024
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HKEX: Is this the bottom?
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Canon: the next ASML?
From a value trap to a semicap dark horse
Sep 4, 2024
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Canon: the next ASML?
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August 2024
New Oriental Education (EDU)
Epic comeback from regulatory woes
Aug 12, 2024
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New Oriental Education (EDU)
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