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.
Deep-dives
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
Japan
Subaru (7270 JP)
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Deep-dives
Genting Singapore (GENS SP)
Singapore's resort casino operator facing a border reopening and a 2nd phase expansion
Deep-dives
Thai Beverage (THBEV SP)
Thailand's spirits monopoly spirits company at P/E 16x
Japan
T. Hasegawa (4958 JP)
Japanese leading flavours & fragrances specialist at a discount to global peers
Japan
Pan Pacific International (7532 JP)
Japan's leading discount retailer on the cusp of an international expansion
Mainland China
Baiyunshan Pharma (874 HK)
Owner of "the Coca-Cola of China" and "the Viagra of China" at 7.6x P/E
Deep-dives
Uni-Charm Indonesia (UCID IJ)
Indonesia’s largest baby diaper maker at 0.5x revenues
Deep-dives
LG Household & Healthcare pref (051905 KS)
Turnaround king "Suk Cha" well placed to deal with short-term COVID problems
Deep-dives
MAP Aktif Adiperkasa (MAPA IJ)
Indonesia’s leading sports retailer expects higher foot traffic post-COVID