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
Japan
Kansai Electric Power (9503 JP)
Nuclear reactor restarts to be completed by the summer of 2023
Deep-dives
Uni-Charm Indonesia mid-2022 update
Margin pressure from higher oil price, otherwise on track. Estimated reading time: 11 minutes
Mainland China
Niu Technologies (NIU US)
Fast-growing Chinese EV scooter company expanding in China and overseas
Deep-dives
Velesto Energy (VEB MK)
Forgotten Malaysian offshore drilling rig operator trading below peer multiples
Deep-dives
Samsonite
The leader in the global luggage market is seeing a travel recovery take shape
Deep-dives
Taste Gourmet meeting notes
Hong Kong multi-brand restaurant chain expanding into mainland China. Estimated reading time: 5 minutes
Deep-dives
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