Skip to content

Deep-dives

Deep-dive 2021-10: United Plantations

Deep-dive 2021-10: United Plantations

United Plantations (UPL MK) is one of the best-managed oil palm plantation companies in the world. With most of its estates in the Malaysian state of Perak, United Plantations has production yields per tonne far above its Malaysian peers. And thanks to vertical integration, it has become a low-cost producer

Members Public
Deep-dive 2021-7: Delfi Ltd

Deep-dive 2021-7: Delfi Ltd

Delfi Ltd (DELFI SP) is a Singapore-listed chocolate producer with a major presence in Indonesia as well as other Southeast Asian countries such as the Philippines and Malaysia. Delfi’s market share in Indonesia is 45%, far ahead of competitor Mayorah Indah’s 25%. Its brand names SilverQueen, Ceres, Delfi,

Members Public
Deep-dive 2021-2: SBS Transit Ltd

Deep-dive 2021-2: SBS Transit Ltd

SBS Transit (SBUS SP) is a public transport operator in Singapore, focusing on buses and subways. It was established in 1973 as a merger between three Singaporean bus companies. Since then it has branched out into the operation of mass-rapid transit (MRT) lines as well. Today it operates 3,417

Members Public
Deep-dive 2020-7: Koshidaka Holdings Co Ltd

Deep-dive 2020-7: Koshidaka Holdings Co Ltd

Koshidaka Holdings (2157 JP) is a karaoke-operator run by serial entrepreneur Hiroshi Koshidaka. The man has an incredible track record and he continues to put his entire focus on the company. The main part of the business is a chain of karaoke bars run under the brand name "Maneki-neko&

Members Public
Deep-dive 2020-5: CNOOC Ltd

Deep-dive 2020-5: CNOOC Ltd

CNOOC Ltd (883 HK) a.k.a. "China National Offshore Oil Corporation" is one of the largest oil exploration and production companies in Asia. It remains a pure play upstream oil company with a high beta to crude oil prices. Bernstein calls CNOOC "Asia's largest

Members Public
Deep-dive 2020-4: SATS Ltd

Deep-dive 2020-4: SATS Ltd

SATS (SATS SP) is the main gateway services and airline catering provider at Singapore's Changi Airport. The company was formed as the ground handling services operator at Paya Lebar Airport for Malayan Airways, and later for Singapore Airlines after the Singapore split from Malaysia. SATS was eventually de-merged

Members Public