Delfi (DELFI SP) － 2024 update
Indonesia's leading chocolate manufacturer at 8.8x 2026e P/E. Estimated reading time: 20 minutes
Portfolio review February 2024
Hong Kong small caps finally showing signs of life. Estimated reading time: 21 minutes
Straco Corporation (STCO SP)
Singapore-based developer of tourism assets at 5x full-recovery EV/EBIT
Portfolio review January 2024
A double-dip in the Hang Seng Index? Estimated reading time: 23 minutes