Deep-dives
Velesto Energy (VEB MK)
Forgotten Malaysian offshore drilling rig operator trading below peer multiples
Deep-dives
Deep-dives
Samsonite
The leader in the global luggage market is seeing a travel recovery take shape
Hong Kong
Taste Gourmet meeting notes
Hong Kong multi-brand restaurant chain expanding into mainland China. Estimated reading time: 5 minutes
Malaysia
United Plantations 2022 update
An update to the April 2021 report on United Plantations. Estimated reading time 19 mins.
Taiwan
Largan Precision (3008 TT)
The world's leading optical lens supplier getting ready for an iPhone upgrade
Japan
Sony (6758 JP)
Japanese entertainment company with a PlayStation 5 kicker. Estimated reading time: 7 minutes.
Deep-dives
Dream International (1126 HK)
World leading plush toy manufacturer with exposure to Tokyo Disneyland
Japan
Kyushu Railway (9142 JP)
Railway operator and real estate developer with COVID-19 catalysts
Japan
FANUC (6954 JP)
World leader in CNC devices and industrial robots to enjoy yet another cycle
Mainland China
CNOOC: 2022 update
Negative effect from US sanctions on CNOOC dissipating, crude oil prices at record levels while valuation multiples are half the global peer group's. Estimated reading time: 13 minutes.
Mainland China
Uni-President China (220 HK)
Ready-to-drink tea and instant noodles leader below 10x normalised EBIT
Australia/NZ
Ten Sixty Four (X64 AU)
Cash-rich Philippine gold miner listed in Australia