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Deep-dive 2022-17: Sony
Japanese entertainment company with a PlayStation 5 kicker. Estimated reading time: 7 minutes.
Michael Fritzell
Jun 26
12
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Deep-dive 2022-17: Sony
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Deep-dive 2022-16: Dream International
World leading plush toy manufacturer with exposure to Tokyo Disneyland
Michael Fritzell
Jun 16
4
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Deep-dive 2022-16: Dream International
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Deep-dive 2022-15: Kyushu Railway
Railway operator and real estate developer with COVID-19 catalysts
Michael Fritzell
Jun 5
7
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Deep-dive 2022-15: Kyushu Railway
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Deep-dive 2022-14: FANUC
World leader in CNC devices and industrial robots to enjoy yet another cycle
Michael Fritzell
May 29
6
2
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Deep-dive 2022-14: FANUC
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Deep-dive 2022-13: Uni-President China
Ready-to-drink tea and instant noodles leader below 10x normalised EBIT
Michael Fritzell
May 15
9
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Deep-dive 2022-13: Uni-President China
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Deep-dive 2022-12: Ten Sixty Four
Cash-rich Philippine gold miner listed in Australia
Michael Fritzell
May 8
2
4
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Deep-dive 2022-12: Ten Sixty Four
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Deep-dive 2022-11: Subaru
Niche Japanese automaker benefitting from a weak yen and easing of supply chains issues
Michael Fritzell
May 1
2
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Deep-dive 2022-11: Subaru
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Deep-dive 2022-10: Genting Singapore
Singapore's resort casino operator facing a border reopening and a 2nd phase expansion
Michael Fritzell
Apr 10
4
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Deep-dive 2022-10: Genting Singapore
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Deep-dive 2022-9: Thai Beverage
Thailand's spirits monopoly spirits company at P/E 16x
Michael Fritzell
Apr 3
16
3
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Deep-dive 2022-9: Thai Beverage
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Deep-dive 2022-8: T. Hasegawa
Japanese leading flavours & fragrances specialist at a discount to global peers
Michael Fritzell
Mar 27
2
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Deep-dive 2022-8: T. Hasegawa
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Deep-dive 2022-7: Pan Pacific International
Japan's leading discount retailer on the cusp of an international expansion
Michael Fritzell
Mar 13
4
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Deep-dive 2022-7: Pan Pacific International
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Deep-dive 2022-6: Baiyunshan Pharma
Owner of "the Coca-Cola of China" and "the Viagra of China" at 7.6x P/E
Michael Fritzell
Mar 6
3
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Deep-dive 2022-6: Baiyunshan Pharma
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