Deep-dives

Deep-dives

Total Soft Bank (045340 KS)

Port terminal operating system developer at 6x P/E

Deep-dives

NICE Information Service (030190 KS)

The FICO of South Korea at 10x P/E

Deep-dives

TOA Paint (TOA TB)

Thailand’s paint leader at 8x P/E and 6.5% dividend yield

Deep-dives

Misto (081660 KS)

Titleist and FILA at 9.1x P/E

Deep-dives

Update: TravelSky (696 HK)

GDS monopoly turned into a SaaS growth story at 11x P/E

Deep-dives

Update: SUTL Enterprise (SUTL SP)

Singapore marina operator at 7.1x 2028e P/E

Deep-dives

Samart Aviation (SAV TB)

Cambodia air traffic monopoly at 11.4x P/E and an 8.2% dividend yield

Deep-dives

Visional (4194 JP)

Niche Japanese online recruitment service at 12.5x 2027e P/E

Deep-dives

Nintendo (7974 JP)

Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E

Deep-dives

Structural Monitoring Systems (SMN AU)

Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst

Deep-dives

The Hour Glass (HG SP)

Singapore-based luxury watch retailer at 9.4x P/E

Deep-dives

Update: Casio (6952 JP)

Casio's in turnaround mode at 1.0x EV/Sales