Japan
Ryohin Keikaku (7453 JP)
Japan’s finest retailer now benefitting from China’s reopening
Philippines
MacroAsia (MAC PM)
The leading aviation services business in the Philippines enjoying a COVID recovery
Deep-dives
NagaCorp (3918 HK)
Cambodian monopoly casino operator getting ready for a wave of Chinese tourists
Deep-dives
Hartalega (HARTA MK)
Industry-leading glove maker dealing with an industry downturn
Japan
Seria (2782 JP)
Japanese discount retailer going through short-term turbulence
Deep-dives
Hysan Development (14 HK)
Hong Kong tourism proxy at a 67% discount to NAV
Deep-dives
En-Japan update (4849 JP)
A highly successful HR-tech company suffering from weak near-term earnings due to its new Engage platform. Estimated reading time: 22 minutes
Deep-dives
UMP Healthcare (722 HK)
Hong Kong healthcare provider at 8x P/E with significant insider buying
Deep-dives
Boustead Singapore (BOCS SP)
Singapore small-cap conglomerate run by a legendary entrepreneur
Deep-dives
Saramin (143240 KS)
Niche Korean software developer
Deep-dives
Haw Par Corporation update (HPAR SP)
COVID-19 restrictions have largely gone away and the borders have re-opened. Estimated reading time: 16 minutes
Mainland China
Hello Group (MOMO US)
Chinese social media company at a COVID-19 inflection point