Deep-dives

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

Deep-dives

freee (4478 JP)

Japanese SME business platform at 3.7x EV/Sales

Deep-dives

Delfi (DELFI SP) — 2025 update

Indonesia's largest chocolate producer, trading at sub-10x P/E if and when cocoa prices ever fall

Deep-dives

FnGuide (064850 KS)

The FactSet/MSCI of South Korea at 12.9x P/E

Deep-dives

Tai Cheung (88 HK) — 2025 update

Hong Kong residential property developer at 0.33x book and 7% dividend yield

Deep-dives

Treasury Wine Estates (TWE AU)

Penfolds owner at 11x P/E and 7% dividend yield

Deep-dives

Lion Rock (1127 HK) — 2025 update

Printing industry serial acquirer at 5x P/E

Deep-dives

Oriental Watch (398 HK)

Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap

Deep-dives

Bermaz Auto (BAUTO MK)

Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E