Japan
Reader question: Sony?
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Mainland China
TravelSky (696 HK)
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
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Jardine Cycle & Carriage (JCNC SP)
A clean bet on the recovery of the Indonesian auto market
Japan
Okamoto (5122 JP)
Okamoto Industries (5122 JP) is a family-run household products and industrial materials company based in Japan. The company is best known for its condom business, which ranks as the #3 globally. The brand name is strong in Asia, where Okamoto dominates the premium segment. The operating margin for Okamoto’
Mainland China
Reader question: Tencent?
Japan
Reader question: Nintendo?
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Philippines
Bloomberry Resorts (BLOOM PM)
Bloomberry Resorts (BLOOM PM) is a Philippine casino operator. It owns the most successful casino resort in Manila’s Entertainment City, with a beautiful plot of land next to the Manila Bay. The company is run by Spanish-Filipino billionaire Enrique Razon whose port operator ICTSI compounded its share price
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QAF (QAF SP)
QAF Limited (QAF SP) is the largest bakery company in Singapore, Malaysia and the Philippines. The company owns two major brand names called Gardenia and Bonjour and operates in the short shelf-life bread segment, supplying supermarkets, convenience stores, restaurants, etc. On 8 June 2021, QAF announced that it would
Japan
En-Japan (4849 JP)
En-Japan (4849 JP) is a Japanese online recruitment company. It owns a large and growing platform for job advertisements, with a user-generated company review system that is the strongest in Japan by a factor of 10x. What makes the company stand out is its Amazon-like focus on
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Delfi tasting session
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Q&A with Delfi Ltd
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United Plantations (UPL MK)
United Plantations (UPL MK) is one of the best-managed oil palm plantation companies in the world. With most of its estates in the Malaysian state of Perak, United Plantations has production yields per tonne far above its Malaysian peers. And thanks to vertical integration, it has become a low-