Pyramids and Pagodas
Subscribe
Sign in
Home
Macro Insights
Macro Podcast
Company Deep Dives
Investment Briefs
Archive
About
Latest
Top
Discussions
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
•
Pyramids and Pagodas
3
Share this post
Pyramids and Pagodas
Hutchison Telecom (0215.HK) – Dialing up value in a discounted recovery call with decent yield
Copy link
Facebook
Email
Notes
More
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
•
Pyramids and Pagodas
6
Share this post
Pyramids and Pagodas
Asian defense and industrial winners in the Trump Era?
Copy link
Facebook
Email
Notes
More
March 2025
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
•
Pyramids and Pagodas
9
Share this post
Pyramids and Pagodas
Plover Bay Technologies (1523.HK) – A milestone year with strong growth and expanding opportunities
Copy link
Facebook
Email
Notes
More
February 2025
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
•
Pyramids and Pagodas
6
Share this post
Pyramids and Pagodas
Time to bet the house? Macau gears up for recovery
Copy link
Facebook
Email
Notes
More
1
January 2025
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
•
Pyramids and Pagodas
5
Share this post
Pyramids and Pagodas
Turkey’s Syria gambit pays off with potential windfall for construction companies
Copy link
Facebook
Email
Notes
More
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
•
Pyramids and Pagodas
7
Share this post
Pyramids and Pagodas
CK Asset (1113.HK) – Property conglomerate no more? Re-defining itself amidst underreported international diversification
Copy link
Facebook
Email
Notes
More
December 2024
China’s Saudi bond sale hints at ongoing de-dollarization push
Deepening bilateral financial ties could signal a fundamental shift in global trade as Beijing lays the ground for challenging dollar dominance
Dec 5, 2024
•
Pyramids and Pagodas
6
Share this post
Pyramids and Pagodas
China’s Saudi bond sale hints at ongoing de-dollarization push
Copy link
Facebook
Email
Notes
More
November 2024
Ep 8. Navigating the Asian investment landscape with Dan Rupp of Parkway Capital
Dan Rupp, Founder and CIO of Hong Kong-based Parkway Capital shares insights on his firm's distinct investment philosophy, strategies in emerging…
Nov 16, 2024
•
Pyramids and Pagodas
9
Share this post
Copy link
Facebook
Email
Notes
More
48:35
Interview with Salvador Escaño, Founder and Chairman of Pryce Corp (PPC.PS)
Mr. Escaño discusses vertical integration, future directions, and Pryce's staying power among its household consumer base, and what it takes to power a…
Nov 4, 2024
•
Pyramids and Pagodas
4
Share this post
Pyramids and Pagodas
Interview with Salvador Escaño, Founder and Chairman of Pryce Corp (PPC.PS)
Copy link
Facebook
Email
Notes
More
October 2024
Pryce Corp (PPC.PS) – Fuel for thought: A strategic play into the inelastic Philippine LPG market
Exploring Pryce Corp’s vertically integrated business, resilient demand, and regulatory advantages
Oct 29, 2024
•
Pyramids and Pagodas
4
Share this post
Pyramids and Pagodas
Pryce Corp (PPC.PS) – Fuel for thought: A strategic play into the inelastic Philippine LPG market
Copy link
Facebook
Email
Notes
More
36:36
September 2024
Why I travelled to Georgia during the anti-government protests of May 2024
Taking a look back at a trip during a tumultuous time, the country’s investment horizons, and some interesting stocks along the way
Sep 1, 2024
•
Pyramids and Pagodas
17
Share this post
Pyramids and Pagodas
Why I travelled to Georgia during the anti-government protests of May 2024
Copy link
Facebook
Email
Notes
More
3
July 2024
Manila Trip Report – An emerging Pacific Tiger? Bloomberry Resorts (BLOOM.PS) deep dive
Casino operator bets big on continuing its winning streak in the country’s burgeoning gaming market
Jul 10, 2024
•
Pyramids and Pagodas
6
Share this post
Pyramids and Pagodas
Manila Trip Report – An emerging Pacific Tiger? Bloomberry Resorts (BLOOM.PS) deep dive
Copy link
Facebook
Email
Notes
More
2
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
