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Monday morning links

Michael Fritzell

Michael Fritzell

28 Jun 2021 — 2 min read
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This Week in Asia #43

This Week in Asia #43

Major Cineplex + Applied Co + Photosynth

By Michael Fritzell 14 Sep 2026
Photosynth (4379 JP)

Photosynth (4379 JP)

Japanese smart-lock SaaS company at 1.3x trailing EV/Sales

lock-1 By Michael Fritzell 13 Sep 2026
This Week in Asia #42

This Week in Asia #42

Air Water + FnGuide + Fu Shou Yuan

By Michael Fritzell 07 Sep 2026
Philippine Seven (SEVN PM)

Philippine Seven (SEVN PM)

Convenience store operator at 13x P/E

lock-1 By Michael Fritzell 06 Sep 2026

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