Deep-dives
Update: IMAX China (1970 HK)
The leader in cinema equipment at 9x P/E
Deep-dives
Total Soft Bank (045340 KS)
Port terminal operating system developer at 6x P/E
Deep-dives
NICE Information Service (030190 KS)
The FICO of South Korea at 10x P/E
Deep-dives
TOA Paint (TOA TB)
Thailand’s paint leader at 8x P/E and 6.5% dividend yield
Deep-dives
Misto (081660 KS)
Titleist and FILA at 9.1x P/E
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