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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
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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
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Interview with Salvador Escaño, Founder and Chairman of Pryce Corp (PPC.PS)
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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
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Pryce Corp (PPC.PS) – Fuel for thought: A strategic play into the inelastic Philippine LPG market
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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
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Why I travelled to Georgia during the anti-government protests of May 2024
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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
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Manila Trip Report – An emerging Pacific Tiger? Bloomberry Resorts (BLOOM.PS) deep dive
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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
Jun 12
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Manila Trip Report – An emerging Pacific tiger? (Part 1)
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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…
May 19
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GDS Holdings (GDS.O; 9698.HK) – Leading operator of data centers in China and Southeast Asia
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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
May 8
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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
Apr 2
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As predicted, TCL Electronics (1070.HK) wows with 2023 results and continues push into high-end products
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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
Mar 29
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Pax Global (0327.HK) 2023 results disappoint but show promise in some areas
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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…
Mar 17
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TCL Electronics (1070.HK) – a rising star in the TV business
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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…
Mar 1
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Plover Bay Technologies' (1523.HK) 2023 results show solid earnings trajectory
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