Japan
Kawai Musical Instruments (7952 JP)
Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target
Latest
Links
Links May 2025
10 write-ups, 10 articles and 10 podcasts
Weekly Highlights
Malaysia
Hidden champions of Malaysia
Top 25 companies of Malaysia. Estimated reading time: 40 minutes.
Weekly Highlights
Taiwan
Giant Manufacturing (9921 TT)
The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E
Weekly highlights
Thematic reports
Become smarter through Generative AI
10 use cases for equity research. Estimated reading time: 20 minutes
Portfolio
Portfolio review April 2025
Liberated. Estimated reading time: 30 minutes
Weekly Highlights
Japan
Anicom (8715 JP)
Japanese pet insurance company with secular growth at 13x P/E
Links
Links April 2025
10 investment write-ups, 10 articles and 10 podcast episodes