Research

Company research

Each company has its own page with every report I have written on it, newest first: the initial analysis, later updates and earnings notes.

0700.HK · Hong KongInternet and media · ChinaReport in preparation

GOOGL · NasdaqInternet and technology · United StatesReport in preparation

0883.HK · Hong KongCNOOCOil and gas · ChinaReport in preparation

MCD · NYSEMcDonald’sRestaurants · United StatesReport in preparation

C38U · SingaporeCapitaLand Integrated Commercial TrustReal estate investment trust · SingaporeReport in preparation

MP · NYSEMP MaterialsRare earth materials · United StatesReport in preparation