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Manila Trip Report – An emerging Pacific Tiger? (Part 2)
Casino operator bets big on continuing its winning streak in the country’s burgeoning gaming market
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Pyramids and Pagodas
2
Manila Trip Report – An emerging Pacific tiger? (Part 1)
Exploring the ground truths Southeast Asia’s fastest growing economy and unearthing investment gems amid Manila’s madness
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GDS Holdings (GDS.O; 9698.HK) – Leading operator of data centers in China and Southeast Asia
GDS’ stock has been dragged down by weak growth in China and an overextended balance sheet, but management is on track to achieve positive cash flow and…
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Ep 7. Uzbekistan – Emerging from the shadows of obscurity and onto investors' radars
Scott Osheroff, CIO of the Asia Frontier Capital Uzbekistan Fund tells us of a booming stock market, bold reforms, and easy access for retail investors
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3
1:02:25
As predicted, TCL Electronics (1070.HK) wows with 2023 results and continues push into high-end products
Sales up in lucrative large TV segment, with supplementary income streams showing healthy growth
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2
Pax Global (0327.HK) 2023 results disappoint but show promise in some areas
Shares flat despite revenue and profit miss, while margins land at the top-end of guidance with management seeking to return more value to shareholders
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TCL Electronics (1070.HK) – a rising star in the TV business
Vertical integration and surging emerging market sales have allowed the Hong Kong-listed manufacturer to leapfrog established Korean and Japanese rivals…
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1
Plover Bay Technologies' (1523.HK) 2023 results show solid earnings trajectory
Shares up 13% despite moderate revenue growth, while profits surge. Stock's strength lies in consistent dividends, growing recurring revenues, and niche…
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Pyramids and Pagodas
Pyramids and Pagodas
Contextualizing emerging market investment opportunities with geopolitical and macroeconomic thematic analysis
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