Deep-dives

Deep-dives

Bermaz Auto (BAUTO MK)

Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E

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Michael Fritzell Sep 30, 2025

Deep-dives

Concepcion Industrial (CIC PM)

Philippine air-conditioning giant at 7x P/E and 7% dividend yield

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Michael Fritzell Sep 14, 2025

Japan

Logizard (4391 JP)

Leading Japan warehouse management SaaS at 1.0x EV/Sales

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Michael Fritzell Sep 7, 2025

Mainland China

Golden Throat (6896 HK)

China’s leading lozenge maker at 10x P/E and a 10% dividend yield

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Michael Fritzell Aug 31, 2025

Deep-dives

A new era for Jardine Matheson

An under-the-radar transformation. Estimated reading time: 27 minutes.

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Michael Fritzell Aug 25, 2025

Japan

Mercari (4385 JP)

Japan’s leading C2C trading app at 14x P/E with margin uplift potential

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Michael Fritzell Aug 17, 2025

Mainland China

Haier D-share (690D GR) — 2025 update

World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes

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Michael Fritzell Aug 10, 2025

Japan

AeroEdge (7409 JP)

A Japanese version of Precision Castparts at 12x 2027e P/E

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Michael Fritzell Jul 27, 2025

Philippines

Asian Terminals (ATI PM)

Duopoly port operator at 10x P/E and 6% dividend yield

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Michael Fritzell Jul 20, 2025

Japan

Hikari Tsushin's portfolio

Estimated reading time: 16 minutes

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Michael Fritzell Jul 13, 2025

Deep-dives

Riverstone (RSTON SP)

An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield

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Michael Fritzell Jul 6, 2025

Deep-dives

MAP Aktif (MAPA IJ) — 2025 update

Estimated reading time: 16 minutes

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Michael Fritzell Jul 3, 2025