Deep-dives
Oriental Watch (398 HK)
Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap
Deep-dives
Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap
Deep-dives
Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E
Deep-dives
Philippine air-conditioning giant at 7x P/E and 7% dividend yield
Japan
Leading Japan warehouse management SaaS at 1.0x EV/Sales
Mainland China
China’s leading lozenge maker at 10x P/E and a 10% dividend yield
Deep-dives
An under-the-radar transformation. Estimated reading time: 27 minutes.
Japan
Japan’s leading C2C trading app at 14x P/E with margin uplift potential
Mainland China
World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes
Japan
A Japanese version of Precision Castparts at 12x 2027e P/E
Philippines
Duopoly port operator at 10x P/E and 6% dividend yield
Japan
Estimated reading time: 16 minutes
Deep-dives
An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield