Insider activity September 2026
5 stocks in Singapore, China, Hong Kong and South Korea
Latest
This Week in Asia #47
Coupang + DFI Retail + AI bubble
A temporary glitch?
Deep-dive: Coupang (CPNG US)
This Week in Asia #46
Thai FMCG company Neo reported higher Q2 profits, partly helped by lower input costs. Korean index provider FnGuide upgraded its return-on-equity target from 18% to 30%. Indonesian paint maker Avia Avian stayed out of the sale of AkzoNobel's Southeast Asian unit, which went to Nippon Paint
Portfolio update September 2026
Asian tourism, smart locks and Philippine IPOs
Toll roads in the sky
Elevator service companies in Asia
This Week in Asia #45
Major Cineplex + Hugel + Grab
Hidden Champions of Indonesia
20 "hidden champions" identified
This Week in Asia #44
Air Water + Lion Rock + Hugel
Hugel (145020 KS)
South Korea’s low-cost botox leader now expanding to the US
Insider activity August 2026
Five stocks in South Korea, Malaysia, Singapore, and Indonesia
GLP-1 winners and losers
Stocks impacted by increased GLP-1 usage in Asia
Weekly
This Week in Asia #43
Major Cineplex + Applied Co + Photosynth
Deep-dives
Photosynth (4379 JP)
Japanese smart-lock SaaS company at 1.3x trailing EV/Sales
Weekly
This Week in Asia #42
Air Water + FnGuide + Fu Shou Yuan
Deep-dives
Philippine Seven (SEVN PM)
Convenience store operator at 13x P/E
Deep-dives
Mizuno (8022 JP)
Japanese sportswear brand at 16x P/E
Weekly
This Week in Asia #41
Hanssem's CEO has been buying stock. Verdad argues that the Japanese yen is the cheapest G-10 currency. And my portfolio update for August 2026 is finally out. Watchlist update * Elevator service company Hong-Wei Electrical announced it's moving from an over-the-counter listing to
Portfolio
Portfolio update August 2026
A rally in Japanese SaaS stocks
Emerging market life cycles
An assessment of country cycles in 2026
Deep-dives
Creek & River (4763 JP)
Japanese talent agency micro-cap
Weekly
This Week in Asia #40
Alibaba + Baguio Green Group + Trip.com
Deep-dives
Trip.com (TCOM US)
China's largest online travel agent, now expanding internationally
Weekly
This Week in Asia #39
Freee + CTOS Digital + China Tower