Deep-dives

Deep-dives

Catalyst: Mutant Mayhem

Estimated reading time: 15 minutes

Deep-dives

Major Cineplex update (MAJOR TB)

COVID-19 earnings recovery on track, with the election unlikely to impact the business much. Estimated reading time: 14 minutes

Japan

Ryohin Keikaku (7453 JP)

Japan’s finest retailer now benefitting from China’s reopening

Philippines

MacroAsia (MAC PM)

The leading aviation services business in the Philippines enjoying a COVID recovery

Deep-dives

NagaCorp (3918 HK)

Cambodian monopoly casino operator getting ready for a wave of Chinese tourists

Deep-dives

Hartalega (HARTA MK)

Industry-leading glove maker dealing with an industry downturn

Japan

Seria (2782 JP)

Japanese discount retailer going through short-term turbulence

Deep-dives

Hysan Development (14 HK)

Hong Kong tourism proxy at a 67% discount to NAV

Japan

En-Japan update (4849 JP)

A highly successful HR-tech company suffering from weak near-term earnings due to its new Engage platform. Estimated reading time: 22 minutes

Deep-dives

UMP Healthcare (722 HK)

Hong Kong healthcare provider at 8x P/E with significant insider buying

Deep-dives

Boustead Singapore (BOCS SP)

Singapore small-cap conglomerate run by a legendary entrepreneur

Deep-dives

Saramin (143240 KS)

Niche Korean software developer