Samart Aviation Poised for Regional Growth with Multiple Catalysts
Samart Aviation (SAV TB) catalysts: - 2x new Thailand airport ground services projects - Thailand Cambodia peace talks - Free-entry for PRC citizens from July 2026 - Long Thanh Airport completion in 4Q2026 - Potential Laos contract win https://t.co/gininLvngO
Kaspi's Near-Monopoly, Strong Growth, Cheap Valuation Drive Bullish Outlook
The bull case for Kaspi: - Near-monopoly for payments in Kazakhstan - Earnings CAGR of 15-20% historically - New Turkish banking license - Trades at 6x P/E with a 10% dividend yield - Sees Ukraine conflict resolution as a catalyst https://t.co/2LqzsBEdAf
Claude Leads Most Tasks; Gemini Excels at Summarization
The best generative AI models for each use case: - Opinionated advice: Claude - Writing: Claude - Working with files: Claude (Cowork) - Online data retrieval: ChatGPT - Summarization: Gemini - Document analysis: Gemini (NotebookLM) - Image creation: ChatGPT - Coding: Claude
Mercari Q3 Beats Expectations, Profit Surges Amid Low Valuation
Mercari's 3QFY2026 result was incredible: • Revenue +22% YoY, with JP/US GMV rising 16-18% • Core operating profit +66% YoY thanks to Fintech • Consensus 2027e 20.8x P/E but est's far too low • Management guiding for growth / marketing spend, could weigh...
SC and Bursa Launch Programme to Boost Listed Firms' Value
"The Securities Commission Malaysia (SC) and Bursa Malaysia today introduced the MY Value Up Programme a collaborative initiative to support Malaysian public-listed companies (PLCs) in elevating their long‑term value creation" https://t.co/5TLBzMw8Bp
Moats Require Years of Losses Before Returns
On Nvidia & CUDA: “building a real moat means absorbing real financial costs for years before any payoff arrives” https://t.co/hm6977yQDo
Major Cineplex Jumps 11% on Booming Q1 Profits
Thai cinema operator Major Cineplex MAJOR TB (one of my biggest positions) +11% today thanks to its 1Q2026 report: • Revenue +14% • Net profit +126% • The Thai box office was strong, driven partly by Avatar and The Undertaker 2 •...
Mark Dynamics Commands 45% Glove‑mold Market, 10% Growth
Glove mold maker Mark Dynamics (MARK IJ) via @TigerThesis: • 45% global market share in the hand-like molds used to produce rubber gloves • R&D jointly with customers = switching costs • Oversupplying post-COVID, but temporary • 10% secular growth • 2026e P/E 8.7x...
Substack
"The reporting seems to indicate Substack hasn’t yet hit 6 million paid subscribers... the company announced 5 million paid subscriptions in March 2025 — a shocking jump at the time, since it had revealed just a few months earlier that...
Misto Holdings: 50% of Titleist & FILA,
Premium subscribers of Asian Century Stocks just received a 57 page deck on Korea's Misto Holdings (081660 KS). It owns a 50% stake in Acushnet (Titleist) and FILA globally. This year's P/E is 9.1x with a clean balance sheet. Clicking the...
24‑hour Test Proves Ghost Can Mimic Substack Landing Page
So I did a 24 hour test with a Substack-like landing page, using a customized version of the Ghost Nikko theme. https://t.co/1QQhIhgHXg
Vipshop's Cheap Valuation Amid Buybacks and REIT Plans
Vipshop (VIPS US): • Overstock of China, now beauty e-com • Share buyback of 1/3 of shares since 2021, continuing • Selling Shanshan outlet properties as REIT soon • Trades at 6x P/E with 42% net cash/market cap • Risks: J Capital 2014 short report,...
Regional Leaders’ Handshake Boosts Carabao Trading Volume
I think this is why the volumes in Carabao have picked up: Leaders of Cambodia, Philippines and Thailand shake hand. Positive for all Cambodia-related stocks on the Stock Exchange of Thailand. https://t.co/uWFbQr7iBF
Elliott Targets Daikin: Cut Costs, Boost ROE, Unlock Value
Shareholder activist Elliott's 27 April 2026 case for Japanese HVAC company Daikin: 1. Technology edge in inverter systems, refrigerant systems, compressors 2. Has been growing market share from 10% in 2015 to 14% last year, suggesting brand strength 3. The global HVAC market...
Prioritize Consumer Surplus When Valuing Consumer Companies
Great discussion on how to look at consumer companies. Consumer surplus should be the focus. https://t.co/KhD3hQQJJK