Apeconomics

Daqo New Energy (DQ US)

Deep Value Oligopolist at the cusp of Industry Inflection...

Aug 26 • 

Taro Sakamoto

21

11

June 2025

Ape with Crayons - May 2025

Monthly Market Pulse through the Charts

Jun 8 • 

Taro Sakamoto

Indocement (INTP IJ)

10-yr bear market and 15% distribution yield - a local duopoly at 70% discount to replacement costs...

Jun 8 • 

Taro Sakamoto

4

4

May 2025

Ape with Crayons - April 2025

Monthly Market Pulse through the Charts

May 10 • 

Taro Sakamoto

1

April 2025

Binjiang Service Group (3316 HK)

Quasi-royalty on China's Silicon Valley at 11x P/E on cyclically depressed earnings...

Apr 27 • 

Taro Sakamoto

6

Ape with Crayons - March 2025

Monthly Market Pulse through the Charts

Apr 2 • 

Taro Sakamoto

1

March 2025

China Real Estate Services

Generational entries in the ashes of China's GFC moment...

Mar 31 • 

Taro Sakamoto

6

Mental Model of an Ape

What you never want to be is mid-curve...

Mar 28 • 

Taro Sakamoto

2

1