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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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2

June 2024

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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Pyramids and Pagodas
3

May 2024

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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Pyramids and Pagodas
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

April 2024

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

March 2024

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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Pyramids and Pagodas
2
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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4

February 2024

Ep 6. Finding opportunities in crisis – Interview with veteran emerging and frontier market investor, Michael McGaughy
In search of companies trading at generational lows, Michael scours some of the world's most volatile markets and outperform major emerging and frontier…
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2
45:46
Interview with Alex Chan, Founder and Chairman of Plover Bay Technologies (1523.HK)
An Asian home-grown success story sits down to tell us how he scaled from humble beginnings to a global business serving the needs of our increasingly…
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Pyramids and Pagodas

December 2023

Dada Nexus (DADA.OQ) – Leading Chinese on-demand retail platform accelerates on significant runway
A JD.com subsidiary with growing economies of scale, unlocking growth potential at distressed valuations
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4
Roving around Riyadh – A look into a kingdom forging its future through reform (Part 2)
Work trip to Saudi Arabia sheds light on reform progress, geopolitical shifts, and consumer habits.
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