Deep-dives
Update: TravelSky (696 HK)
GDS monopoly turned into a SaaS growth story at 11x P/E
Deep-dives
Update: SUTL Enterprise (SUTL SP)
Singapore marina operator at 7.1x 2028e P/E
Deep-dives
Samart Aviation (SAV TB)
Cambodia air traffic monopoly at 11.4x P/E and an 8.2% dividend yield
Deep-dives
Visional (4194 JP)
Niche Japanese online recruitment service at 12.5x 2027e P/E
Deep-dives
Nintendo (7974 JP)
Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E
Deep-dives
Structural Monitoring Systems (SMN AU)
Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst
Deep-dives
The Hour Glass (HG SP)
Singapore-based luxury watch retailer at 9.4x P/E
Deep-dives
Update: Casio (6952 JP)
Casio's in turnaround mode at 1.0x EV/Sales
Deep-dives
Carabao (CBG TB)
The “Monster Beverage of Thailand” at 12x forward P/E
Deep-dives
E Ink (8069 TT)
The global monopoly in e-paper displays at 16x P/E with a color display catalyst
Deep-dives
Midea (300 HK)
Home appliances giant at 13x P/E with a hidden robotics asset
Deep-dives
Update: Poper Co (5134 JP)
Software developer for Japanese cram schools at 1.0x EV/Sales