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Delfi (DELFI SP)
Delfi Ltd (DELFI SP) is a Singapore-listed chocolate producer with a major presence in Indonesia as well as other Southeast Asian countries such as the Philippines and Malaysia. Delfi’s market share in Indonesia is 45%, far ahead of competitor Mayorah Indah’s 25%. Its brand names SilverQueen, Ceres, Delfi,
China Unicom (762 HK)
At 0.33x EV/Sales, China Unicom (762 HK) trades at among the lowest valuation multiple of any telecom operator globally. It's the third-largest telecom operator in China, with exposure towards both wireless and fixed-line services. However, there are risks as well. The wireless telecom industry is competitive
Sanrio (8136 JP)
Sanrio Company, Ltd (8136 JP) is a designer, licensor and producer of cute ("kawaii") consumer products. Its most popular brand name is "Hello Kitty". The company has three segments: direct product sales (with inventory risk), licensing of characters to third-parties as well as running two theme
Ichigo Hotel REIT Investment Corporation (3463 JP)
Ichigo Hotel REIT Investment Corporation (3463 JP) is a Japanese hospitality REIT run by American hedge fund manager Scott Callon. It invests in lodging-focused hotels in major cities across Japan with a major focus on tourism. The REIT was formed by sponsor Ichigo Inc, an asset management company run by
Malaysia Airports (MAHB MK)
Malaysia Airports Holdings Berhad (MAHB MK) is the monopoly airport operator of Malaysia. It was privatised in the early 1990s from the Department of Civil Aviation and is now run as a state-owned enterprise controlled by sovereign wealth fund Khazanah. Today, the company operates 39 out of the 42 airports