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Founder & Managing Partner, Glavcot Insights
Singapore
Publications:
Ryan Gallinera is the Founder and Managing Partner of Glavcot Insights, a Singapore-based independent equity research platform covering SGX-listed and Asia-focused public companies. Trained as an architect and designer for 15+ years, Ryan brings a structural, first-principles lens to business analysis — evaluating how companies are built to last, not just how they look on a spreadsheet. His research covers business quality, management stewardship, and financial durability for long-term investors. Formal financial training includes the AAMS® designation and studies with the CFA Institute, University of Pennsylvania, University of Geneva, and the Corporate Finance Institute. Available to comment on: SGX-listed equities, Southeast Asia business fundamentals, long-term investing frameworks, and what retail investors get wrong about business quality. glavcotinsights.com
How a Singapore-listed FMCG company built durable pricing power in frontier markets — Vietnam, Russia, and Central Asia — through brand depth, not marketing spend.
glavcotinsights.com
Why Grab’s path to profitability depends less on ride-hailing and more on whether its financial services layer can convert transaction frequency into margin.
glavcotinsights.com
How NetEase competes against Tencent not by matching scale, but by building games too costly and complex for competitors to replicate.
glavcotinsights.com
SGX operates as a regulated monopoly with multi-asset diversification — but whether that justifies ownership depends on one structural question about its derivatives business.
glavcotinsights.com
Why essential worker and student housing in Singapore and the UK creates a demand floor that most REITs cannot replicate — and what the yield actually reflects.
glavcotinsights.com
First-principles equity research on SGX-listed and Asia-focused public companies. Free research delivered to your inbox — no paywalls on the core analysis.
SubscribeAAMS® — Accredited Asset Management Specialist at College for Financial Planning
Bachelor of Science in Architecture at University of Santo Tomas