Deep-dives
Concepcion Industrial (CIC PM)
Philippine air-conditioning giant at 7x P/E and 7% dividend yield
Deep-dives
Japan
Logizard (4391 JP)
Leading Japan warehouse management SaaS at 1.0x EV/Sales
Mainland China
Golden Throat (6896 HK)
China’s leading lozenge maker at 10x P/E and a 10% dividend yield
Deep-dives
A new era for Jardine Matheson
An under-the-radar transformation. Estimated reading time: 27 minutes.
Japan
Mercari (4385 JP)
Japan’s leading C2C trading app at 14x P/E with margin uplift potential
Mainland China
Haier D-share (690D GR) — 2025 update
World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes
Japan
AeroEdge (7409 JP)
A Japanese version of Precision Castparts at 12x 2027e P/E
Philippines
Asian Terminals (ATI PM)
Duopoly port operator at 10x P/E and 6% dividend yield
Japan
Hikari Tsushin's portfolio
Estimated reading time: 16 minutes
Deep-dives
Riverstone (RSTON SP)
An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield
Deep-dives
MAP Aktif (MAPA IJ) — 2025 update
Estimated reading time: 16 minutes
Mainland China
Didi Global (DIDIY US)
China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst