Deep-dives

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

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