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Pentamaster International (1665 HK)
The operating company in the Pentamaster group at 6.1x P/E
 • 
Michael Fritzell
2
10:18
Prosus (PRX NA)
Tencent at a 35% discount with consistent share buybacks
 • 
Michael Fritzell
2
13:25
Delfi (DELFI SP) － 2024 update
Indonesia's leading chocolate manufacturer at 8.8x 2026e P/E. Estimated reading time: 20 minutes
 • 
Michael Fritzell
PropertyGuru (PGRU US)
The Zillow of Southeast Asia, but at 2.7x EV/Sales
 • 
Michael Fritzell
3
10:33

February 2024

Ginebra San Miguel (GSMI PM)
The world’s largest gin producer at 7x P/E
 • 
Michael Fritzell
5
12:14
Straco Corporation (STCO SP)
Singapore-based developer of tourism assets at 5x full-recovery EV/EBIT
 • 
Michael Fritzell
8:57

January 2024

IMAX China (1970 HK)
Exclusive provider of IMAX cinema equipment to China at 7.5x P/E
 • 
Michael Fritzell
2
13:43
Tai Cheung (88 HK)
Solid Hong Kong property developer at 79% discount to NAV with no debt
 • 
Michael Fritzell
2
11:25

December 2023

Curves Holdings (7085 JP)
Spin-off & COVID-19 recovery combo at 10x normalized EV/EBIT
 • 
Michael Fritzell
7
12:21

November 2023

Fairfax India (FIH/U CN)
Smart investor in a promising country at a 40% discount
 • 
Michael Fritzell
4
15:27
SUTL Enterprise (SUTL SP)
Asia’s best marina in a growing city at a P/E of 7x
 • 
Michael Fritzell
9
14:34
China Tower (788 HK)
State monopoly at a forward P/E of 11x and rapidly falling depreciation charges
 • 
Michael Fritzell
13
12:00
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