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Deep-dive 2022-2: CK Hutchison
The best-run conglomerate in Hong Kong at a ~50% NAV discount
Michael Fritzell
Jan 16
12
5
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Deep-dive 2022-2: CK Hutchison
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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 2022-9: 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 2022-4: LG Household & Healthcare preference share
Turnaround king "Suk Cha" well placed to deal with short-term COVID problems
Michael Fritzell
Feb 13
4
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Deep-dive 2022-4: LG Household & Healthcare preference share
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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 2022-7: 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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Deep-dive 2021-23: Sempio Foods
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
Nov 14, 2021
5
14
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Deep-dive 2021-23: Sempio Foods
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Deep-dive 2021-19: Ultrajaya Milk
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
Sep 19, 2021
2
7
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Deep-dive 2021-19: Ultrajaya Milk
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Deep-dive 2021-15: Okamoto
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
Jul 25, 2021
3
2
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Deep-dive 2021-15: Okamoto
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Deep-dive 2021-24: Fairwood
Hong Kong fast-food chain recovering from weak tourism and COVID-19
Michael Fritzell
Nov 28, 2021
2
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Deep-dive 2021-24: Fairwood
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Deep-dive 2021-7: Delfi Ltd
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
Apr 7, 2021
4
14
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Deep-dive 2021-7: Delfi Ltd
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