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
Q&A: Modern Dental (3600 HK)
Global provider of low-cost dental prosthetics. Estimated reading time: 13 minutes
Boustead Singapore (BOCS SP) － 2024 update
Singapore conglomerate run by legendary FF Wong at 7.9x forward P/E. Estimated reading time: 25 minutes
Astra International (ASII IJ) － 2024 update
Indonesia's leader auto maker at 6.1x P/E. Estimated reading time: 21 minutes