Link REIT (823 HK)
Internally managed blue-chip REIT offering an 8% yield with a catalyst
Deep-dives
JD.com (JD US)
Trusted online retailer trading at a 9x P/E with a coming margin inflection
Fairfax India (FIH/U CN) － 2024 update
Gearing up for a 2025 BIAL IPO. Estimated reading time: 23 minutes
Has the Kaonavi story changed? (4435 JP)
Its 2QFY2025 result shocked the market. Estimated reading time: 10 minutes
Koito Mfgr － 2024 update (7276 JP)
LED headlights, adaptive driving beams and now LiDAR. Estimated reading time: 17 minutes
Is Fairwood a melting ice cube? (52 HK)
Potential 4.6x P/E with net cash representing 72% of the market cap. Estimated reading time: 21 minutes
Kaonavi (4435 JP)
Recruit’s talent management SaaS platform at 2.1x EV/Sales with 20-30% growth
