Deep-dives

Deep-dive reports into stocks in the Asia-Pacific. You can expect at least 20x such deep-dive reports every year.

Lao Feng Xiang B-share (900905 CH)

China’s largest jewelry company at 6.6x P/E

Apr 21 •

Michael Fritzell

8:16

IH Retail (1373 HK) － 2024 update

Hong Kong's leading discount retailer down over 50% in less than a year. Estimated reading time: 17 minutes

Apr 14 •

Michael Fritzell

Pentamaster International (1665 HK)

The operating company in the Pentamaster group at 6.1x P/E

Mar 24 •

Michael Fritzell

10:18

Prosus (PRX NA)

Tencent at a 35% discount with consistent share buybacks

Mar 17 •

Michael Fritzell

13:25

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

PropertyGuru (PGRU US)

The Zillow of Southeast Asia, but at 2.7x EV/Sales

Mar 10 •

Michael Fritzell

10:33

Ginebra San Miguel (GSMI PM)

The world’s largest gin producer at 7x P/E

Feb 18 •

Michael Fritzell

12:14

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