Deep-dives

Japan

Poper (5134 JP)

Japanese cram school SaaS service at 1.7x EV/Sales

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Michael Fritzell Feb 16, 2025

Deep-dives

Haad Thip (HTC TB)

Monopoly Coca-Cola bottler at 10x P/E and 7% dividend yield

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Michael Fritzell Feb 9, 2025

Japan

Subaru (7270 JP) － 2025 update

Estimated reading time: 18 minutes

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Michael Fritzell Jan 26, 2025

Japan

JD.com (JD US)

Trusted online retailer trading at a 9x P/E with a coming margin inflection

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Michael Fritzell Jan 19, 2025

Japan

BASE Inc (4477 JP)

“Shopify of Japan” at 0.8x EV/Sales

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Michael Fritzell Jan 11, 2025

Deep-dives

Fairfax India (FIH/U CN) － 2024 update

Gearing up for a 2025 BIAL IPO. Estimated reading time: 23 minutes

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Michael Fritzell Dec 29, 2024

Deep-dives

The Hongkong & Shanghai Hotels (45 HK)

Owner of trophy assets at 0.28x book

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Michael Fritzell Dec 7, 2024

Japan

Has the Kaonavi story changed? (4435 JP)

Its 2QFY2025 result shocked the market. Estimated reading time: 10 minutes

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Michael Fritzell Nov 27, 2024

Deep-dives

Prada (1913 HK)

High fashion at 14x EV/pretax profit with an alt-data catalyst

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Michael Fritzell Nov 24, 2024

Japan

Koito Mfgr － 2024 update (7276 JP)

LED headlights, adaptive driving beams and now LiDAR. Estimated reading time: 17 minutes

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Michael Fritzell Nov 18, 2024

Mainland China

Anxian Yuan (922 HK)

Chinese cemetery stock at 6.1x P/E and 13.3% dividend yield

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Michael Fritzell Nov 13, 2024

Hong Kong

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

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Michael Fritzell Nov 7, 2024