Oriental Watch (398 HK)
Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap
Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap
Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E
Philippine air-conditioning giant at 7x P/E and 7% dividend yield
China’s leading lozenge maker at 10x P/E and a 10% dividend yield
An under-the-radar transformation. Estimated reading time: 27 minutes.
World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes
An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield
China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst
Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target