L'Occitane (973 HK)
Cosmetics giant at half the peer group multiple, despite a fast-growing hidden asset
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Portfolio update May 2026
DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain
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Cosmetics giant at half the peer group multiple, despite a fast-growing hidden asset
DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain