Deep-dives
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
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
Mainland China
Hello Group (MOMO US)
Chinese social media company at a COVID-19 inflection point
Deep-dives
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