Sea Limited (SE) is a leading internet platform provider in Greater Southeast Asia with key markets in Indonesia, Taiwan, Vietnam, Thailand, the Philippines, Malaysia, and Singapore. The company’s three businesses, Garena, Shopee, and AirPay, provide digital entertainment, e-commerce, and digital financial services. Continue reading “SEA – How Much Is Still In?”
What a 100K Investment in Asia-Pacific Returned in H1 2019
Despite many uncertainties in the world starting from the US-China trade dispute to Brexit, US-Iran tensions, and a cooling down global economy, the Asia-Pacific markets performed remarkably well during the first six months of this year. A significant consolidation or even crash that has been predicted since quite a while by many market analysts has not occurred so far. The markets continue to rise on a wall of worries. Continue reading “What a 100K Investment in Asia-Pacific Returned in H1 2019”
Baozun – Strong Growth Ahead?
Baozun Inc. (BZUN) is the leading e-commerce solutions provider in China. The company helps its now 200 multinational brand customers to execute their e-commerce strategies in China. The company’s one-stop services cover all aspects of the e-commerce value chain, such as IT solutions, store operations, digital marketing, customer services, warehousing, and fulfillment in China. Continue reading “Baozun – Strong Growth Ahead?”
Tat Seng Packaging – Now a Buy?
Tat Seng Packaging Group Ltd (T12.SI) is one of Singapore’s leading manufacturer of corrugated paper packaging. The company designs and manufactures products for a wide range of industries such as food and beverage, electronics and electrical, pharmaceutical and chemical, plastic and metal stamping as well as other export-related industries. Continue reading “Tat Seng Packaging – Now a Buy?”
Xinyi Glass – A Value Investment
Xinyi Glass Holdings Limited (0868.HK) is a leading glass manufacturer in the world. The company produces a wide range of glass products such as automobile glass, energy-saving architectural glass, high-quality float glass, electronic glass, and other glass products for commercial and industrial use. Continue reading “Xinyi Glass – A Value Investment”
Asia Cement China – Growth from Infrastructure Projects
Asia Cement (China) Holdings Corporation (0743.HK) is one of the leading manufacturers of cement and concrete in China. China is the largest cement producer in the world with an output of 2.2bn tonnes. Continue reading “Asia Cement China – Growth from Infrastructure Projects”
