Portfolio

Portfolio update February 2023

Rally in MAP Aktif but weaker-than-expected earnings at VTech. Estimated reading time: 24 minutes

, and Michael Fritzell

26 February 2023 . 1:10 PM

23 min read

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Casio's in turnaround mode at 1.0x EV/Sales

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HK REIT, Korean CPG name, and more.

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Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too

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The “Monster Beverage of Thailand” at 12x forward P/E

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8 February 2026

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