Deep-dives
Haw Par Corporation update (HPAR SP)
COVID-19 restrictions have largely gone away and the borders have re-opened. Estimated reading time: 16 minutes
Deep-dives
Mainland China
Hello Group (MOMO US)
Chinese social media company at a COVID-19 inflection point
South Korea
LG Household & Health late-2022 update (051905 KS)
Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 15 minutes
Deep-dives
Café de Coral (341 HK)
Hong Kong’s leading local fast-food chain seeing light at the end of the COVID tunnel
Australia/NZ
Codan (CDA AU)
Australian metal detector producer selling ”picks and shovels in a gold rush”
Deep-dives
Dairy Farm late-2022 update (DFI SP)
Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 14 minutes
Australia/NZ
Tabcorp (TAH AU)
Australian wagering monopoly recovering from COVID-19, helped by new regulation
Japan
Casio Computer (6952 JP)
G-Shocks have become cool, and increasingly price-competitive with the weaker yen
Deep-dives
VTech (303 HK)
Scrappy, minority-friendly Hong Kong electronics manufacturer at 7.4x P/E and 13.2% dividend yield
Japan
Koito Manufacturing (7276 JP)
An automotive volume proxy that will benefit from any easing of the chip shortage
Deep-dives
Swire Pacific B-share
Hong Kong conglomerate at a triple discount
Deep-dives
Deep-dive 2022-23: Delta Djakarta
Indonesia’s second-largest beer producer set to benefit from re-opening