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Pentamaster International (1665 HK)
The operating company in the Pentamaster group at 6.1x P/E
Mar 24
•
Michael Fritzell
10:18
17
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Pentamaster International (1665 HK)
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2
Prosus (PRX NA)
Tencent at a 35% discount with consistent share buybacks
Mar 17
•
Michael Fritzell
13:25
15
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Prosus (PRX NA)
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2
Delfi (DELFI SP) - 2024 update
Indonesia's leading chocolate manufacturer at 8.8x 2026e P/E. Estimated reading time: 20 minutes
Mar 13
•
Michael Fritzell
19
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Delfi (DELFI SP) - 2024 update
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PropertyGuru (PGRU US)
The Zillow of Southeast Asia, but at 2.7x EV/Sales
Mar 10
•
Michael Fritzell
10:33
21
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PropertyGuru (PGRU US)
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February 2024
Ginebra San Miguel (GSMI PM)
The world’s largest gin producer at 7x P/E
Feb 18
•
Michael Fritzell
12:14
5
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5
Straco Corporation (STCO SP)
Singapore-based developer of tourism assets at 5x full-recovery EV/EBIT
Feb 4
•
Michael Fritzell
8:57
1
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Straco Corporation (STCO SP)
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January 2024
IMAX China (1970 HK)
Exclusive provider of IMAX cinema equipment to China at 7.5x P/E
Jan 21
•
Michael Fritzell
13:43
25
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IMAX China (1970 HK)
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Tai Cheung (88 HK)
Solid Hong Kong property developer at 79% discount to NAV with no debt
Jan 14
•
Michael Fritzell
11:25
24
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Tai Cheung (88 HK)
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2
December 2023
Curves Holdings (7085 JP)
Spin-off & COVID-19 recovery combo at 10x normalized EV/EBIT
Dec 10, 2023
•
Michael Fritzell
12:21
11
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Curves Holdings (7085 JP)
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November 2023
Fairfax India (FIH/U CN)
Smart investor in a promising country at a 40% discount
Nov 19, 2023
•
Michael Fritzell
15:27
10
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SUTL Enterprise (SUTL SP)
Asia’s best marina in a growing city at a P/E of 7x
Nov 12, 2023
•
Michael Fritzell
14:34
6
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SUTL Enterprise (SUTL SP)
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China Tower (788 HK)
State monopoly at a forward P/E of 11x and rapidly falling depreciation charges
Nov 5, 2023
•
Michael Fritzell
12:00
26
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China Tower (788 HK)
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13
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