The best-run conglomerate in Hong Kong at a ~50% NAV discount
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Japanese entertainment company with a PlayStation 5 kicker. Estimated reading time: 7 minutes.
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Thailand's spirits monopoly spirits company at P/E 16x
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Turnaround king "Suk Cha" well placed to deal with short-term COVID problems
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Ready-to-drink tea and instant noodles leader below 10x normalised EBIT
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Japan's leading discount retailer on the cusp of an international expansion
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Owner of "the Coca-Cola of China" and "the Viagra of China" at 7.6x P/E
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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…
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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…
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Okamoto Industries (5122 JP) is a family-run household products and industrial materials company based in Japan. The company is best known for its…
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Hong Kong fast-food chain recovering from weak tourism and COVID-19
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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…
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