Links

Monday morning links

Swire Pacific B-share, Uni-Charm Indonesia, Chinese cloud industry and Chris Wood

, and Michael Fritzell

19 September 2022 . 12:00 PM

2 min read

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Deep-dives

Japanese SME business platform at 3.7x EV/Sales

, and Michael Fritzell

7 December 2025

Paid Members Public

Portfolio

A down month

, and Michael Fritzell

30 November 2025

Paid Members Public

Deep-dives

Indonesia's largest chocolate producer, trading at sub-10x P/E if and when cocoa prices ever fall

, and Michael Fritzell

27 November 2025

Paid Members Public

Deep-dives

The FactSet/MSCI of South Korea at 12.9x P/E

, and Michael Fritzell

23 November 2025

Paid Members Public