Deep-dives

Deep-dives

Air Water (4088 JP)

Japan’s second-largest industrial gas business in full-on restructuring mode

Deep-dives

Update: Saramin (143240 KS)

South Korea's leading HR-tech company

Deep-dives

Interview: CTOS Digital (CTOS MK)

Malaysia's leading credit bureau gets a new CEO

Deep-dives

Update: IMAX China (1970 HK)

The leader in cinema equipment at 9x P/E

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