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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
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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
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Pyramids and Pagodas
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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
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Pyramids and Pagodas
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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
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Pyramids and Pagodas
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Plover Bay Technologies (1523.HK) – A milestone year with strong growth and expanding opportunities
Laying the foundation for sustainable growth and rewarding patience along the way
Mar 3
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Time to bet the house? Macau gears up for recovery
Recovery will look different for each of the enclave's casino operators – we pick out two set to ramp up shareholder returns with high potential for…
Feb 17
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Pyramids and Pagodas
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Turkey’s Syria gambit pays off with potential windfall for construction companies
The post-Assad equities rally among Turkish builders may have overlooked a key player, ignoring its past success in a similar geopolitical scenario
Jan 25
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Pyramids and Pagodas
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CK Asset (1113.HK) – Property conglomerate no more? Re-defining itself amidst underreported international diversification
A well-timed overseas shopping spree has shored up the balance sheet and positions the Company to seize recovery opportunities back home
Jan 1
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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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