Inside the mind of a bear
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Monday morning links
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Deep-dive 2021-19: Ultrajaya Milk
Ultrajaya Milk (ULTJ IJ) is the leading dairy company in Indonesia. Its most popular product “Ultra Milk” has a market…
Reader question: Ping An Insurance?
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Monday morning links
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A dozen Japanese vaccination bets
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Monday morning links
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Deep-dive 2021-18: HK small-cap COVID recovery stock
Pico Far East (752 HK) is one of the largest service providers for the global exhibitions and events industry. Organisers hire…
Reader question: Sony?
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Monday morning links
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Mass-market clothing stocks
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Monday morning links
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Deep-dive 2021-17: TravelSky
TravelSky Technology (696 HK) is a Chinese travel technology company owned by state holding company SASAC and the Chinese airlines.…
Mapping the Asian tobacco industry
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12 Questions with nipponNuggets
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Monday morning links
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Monday morning links
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Deep-dive 2021-16: Jardine Cycle & Carriage
Jardine Cycle & Carriage (JCNC SP; “Jardine C&C”) is a holding company of the Jardine Matheson Group that focuses on…
The A/H-share discount trade
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Monday morning links
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Investor perspectives on pre-crisis Asia
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12 Questions with Daniel Tabbush
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Monday morning links
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The listed toll road universe
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Deep-dive 2021-15: Okamoto
Okamoto (5122 JP) is a family-run household products and industrial materials company based in Japan. The company is best known…
Monday morning links
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Reader question: Tencent?
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The best Asian retail broker
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Monday morning links
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Deep-dive 2021-14: A2 Milk Company
A2 Milk Company (A2M AU) is a dairy company based in Auckland, New Zealand. It started as a producer of…