Deep-dives
Fairwood (52 HK) is a Hong Kong fast-food restaurant chain with 172 outlets. It serves a mix of Chinese, Japanese and Western food, catering to the tastes of white-collar workers in Hong Kong. I believe that Fairwood fills a niche. It caters to those who want low-priced
Deep-dives
Sempio Foods (248170 KS) is Korea’s leading soy sauce producer. It has a 60% market share for soy sauce domestically and strength in a variety of related condiments such as bean pastes and chilli sauces. The company was initially established as the Samsi Soy Sauce Brewery in 1946. Founding
Japan
Estimated reading time: 16 minutes
Japan
Daiichi Kosho (7458 JP) is Japan’s leading producer of karaoke equipment. As you may remember, I discussed Daiichi Kosho in this previous thematic, and I mentioned that I own the stock in a recent portfolio review. I also wrote a deep-dive on Daiichi Kosho’s competitor Koshidaka - a
Deep-dives
Multi Bintang (MLBI IJ) is Indonesia’s leading beer producer. The company started in 1929 as “Nederlandsch-Indische Bierbrouwerijen” back when Indonesia was a Dutch colony. Today, Multi Bintang has a market share of almost 60%. Its flagship beer “Bintang Bir” is by far the most popular brand in the
Deep-dives
Deep-dives
Ultrajaya Milk (ULTJ IJ) is the leading dairy company in Indonesia. Its most popular product “Ultra Milk” has a market share of roughly 40% and dominates the mass market. The company focuses on “UHT milk”. Such milk has been treated with ultra-high temperatures and stored in aseptic packaging, giving
Mainland China
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Deep-dives
Japan
Estimated reading time: 18 mins
Mainland China
TravelSky Technology (696 HK) is a Chinese travel technology company owned by state holding company SASAC and the Chinese airlines. The company provides a booking and inventory management system for airlines - a so-called Global Distribution System (GDS). This system connects airlines with travel agents, enabling airlines to offer their
Deep-dives
A clean bet on the recovery of the Indonesian auto market