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The best-run conglomerate in Hong Kong at a ~50% NAV discount
Michael Fritzell
12
5
Japanese entertainment company with a PlayStation 5 kicker. Estimated reading time: 7 minutes.
Michael Fritzell
12
Thailand's spirits monopoly spirits company at P/E 16x
Michael Fritzell
16
3
Turnaround king "Suk Cha" well placed to deal with short-term COVID problems
Michael Fritzell
4
Ready-to-drink tea and instant noodles leader below 10x normalised EBIT
Michael Fritzell
9
Japan's leading discount retailer on the cusp of an international expansion
Michael Fritzell
4
Owner of "the Coca-Cola of China" and "the Viagra of China" at 7.6x P/E
Michael Fritzell
3
Sempio Foods (248170 KS) is Korea’s leading soy sauce producer. It has a 60% market share for soy sauce domestically and strength in a variety of…
Michael Fritzell
5
14
Ultrajaya Milk (ULTJ IJ) is the leading dairy company in Indonesia. Its most popular product “Ultra Milk” has a market share of roughly 40% and…
Michael Fritzell
2
7
Okamoto Industries (5122 JP) is a family-run household products and industrial materials company based in Japan. The company is best known for its…
Michael Fritzell
3
2
Hong Kong fast-food chain recovering from weak tourism and COVID-19
Michael Fritzell
2
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…
Michael Fritzell
4
14
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