Babies out with the SaaS-water
Japan SaaS looking cheap…
Welcome to Asian Century Stocks!
Deep reports for serious, Asia-focused investors
The Hour Glass (HG SP)
Singapore-based luxury watch retailer at 9.4x P/E…
Alcohol stocks bottoming?
A brutal bear market might be coming to an end…
The luxury wristwatch market may have bottomed
Secondary prices have rebounded strongly, and Swiss export volumes are recovering, too…
Carabao (CBG TB)
The “Monster Beverage of Thailand” at 12x forward P/E…
South Korea's Value-Up Reforms
South Korea as the next frontier for corporate governance reforms…
Understanding the e-paper market
The display panels used in the Amazon Kindle and electronic shelf labels…
E Ink (8069 TT)
The global monopoly in e-paper displays at 16x P/E with a color display catalyst…
Myopia stocks in Asia
80%+ of high school students in East Asia are afflicted. Which companies benefit?…
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