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At 0.33x EV/Sales, China Unicom (762 HK) trades at among the lowest valuation multiple of any telecom operator globally. It's the third-largest telecom operator in China, with exposure towards both wireless and fixed-line services. However, there are risks as well. The wireless telecom industry is competitive
Sanrio Company, Ltd (8136 JP) is a designer, licensor and producer of cute ("kawaii") consumer products. Its most popular brand name is "Hello Kitty". The company has three segments: direct product sales (with inventory risk), licensing of characters to third-parties as well as running two theme
Ichigo Hotel REIT Investment Corporation (3463 JP) is a Japanese hospitality REIT run by American hedge fund manager Scott Callon. It invests in lodging-focused hotels in major cities across Japan with a major focus on tourism. The REIT was formed by sponsor Ichigo Inc, an asset management company run by
Malaysia Airports Holdings Berhad (MAHB MK) is the monopoly airport operator of Malaysia. It was privatised in the early 1990s from the Department of Civil Aviation and is now run as a state-owned enterprise controlled by sovereign wealth fund Khazanah. Today, the company operates 39 out of the 42 airports
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
Dairy Farm International Holdings Ltd (DFI SP) is a pan-Asian retailer run by Jardine Matheson, the family holding company of Sir Henry Keswick. The company was founded as a dairy farm in Hong Kong in 1886 by Scotsman Sir Patrick Mason and a group of five Hong Kong businessmen. It
Yantai Changyu Pioneer Wine Co. Inc. (200869 CH) is China's largest wine producer, with a domestic market share of 11%. The company has an illustrious history. It was founded during the Qing dynasty in 1892 by Cheong Fatt Tze, who bought 640,000 plants from Europe to grow
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&
Weibo Corporation (WB US) is a Chinese social media platform that reminds us of Twitter. Just like Twitter, Weibo is a public platform that influencers can use to reach their fans, for the government to reach citizens, where journalists can release their news articles and where individuals can share their
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
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
Major Cineplex (MAJOR TB) is the leading cinema operator in Thailand with 815 screens in Thailand and neighbouring countries. The company is run by a hungry entrepreneur called Vicha Poolvaraluk, who built the company from scratch. He owns 30% of the shares and is said to be honest, ambitious and
Haier Smart Home (690D GR) is one of China's largest home appliance manufacturers, offering everything from air conditioners to kitchen appliances. Since its founding in 1984, Haier Group chairman Zhang Ruimin has taken the company from a loss-making state-owned refrigerator factory into a global giant. Zhang Ruimin is
Tiger Balm is a unique consumer franchise with a legendary history. The product is used to relieve pain: headaches as well as muscle sprains and aches. And Haw Par's distinctive packaging and tiger logo has almost become associated with the product itself. Even though the product was invented
