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Gas Malaysia Berhad (GASM.KL) – The pipeline titan powering Malaysia’s industry
A quiet utility patiently positions itself for market liberalization, an opportunity the market has yet to recognize
Feb 9
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Softcare Limited (2698.HK) – A formidable fortress in Africa finding its footing
Rare HK-listed frontier market pure play on consumer hygiene
Dec 19, 2025
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Pyramids and Pagodas
22
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The Chinese Polysilicon Industry: Navigating overcapacity toward brighter horizons
Unpacking supply gluts, demand surges and Beijing’s anti-involution push
Nov 8, 2025
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Panca Budi Idaman (PBID.JK) – Bagging deep value in Indonesia’s plastic surge
Recycling Rupiah into a deep value packing leader with competitive margins and rising dividends
Oct 7, 2025
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Pyramids and Pagodas
5
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Shandong Trip Report – Finding value amid sawdust and subsidies
From baijiu diplomacy to boardroom arbitrage, and finding a potential outperformer in China’s bloated wood panel board industry
Aug 30, 2025
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Musings to multi-baggers and mercifully few lemons: A review of all our picks to date
An unfiltered lookback on three years of emerging market investment write-ups – hits, misses and why each piece mattered
Jul 27, 2025
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Hutchison Telecom (0215.HK) – Dialing up value in a discounted recovery call with decent yield
Strong cashflow, defensive yield, and organic growth initiatives position Hutchison Telecom for stable returns amid a recovering Hong Kong market
Apr 30, 2025
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Asian defense and industrial winners in the Trump Era?
How shifting US policies could prove to be a boon for certain companies in Japan, South Korea, and Hong Kong
Apr 1, 2025
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Pyramids and Pagodas
Contextualizing emerging market investment opportunities with geopolitical and macroeconomic thematic analysis - follow us on X @Decipherintl
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