Lion Rock Group (1127 HK)
Top global book printer run by a master capital allocator at 7x P/E with net cash
Deep-dives
Yakult Honsha (2267 JP)
Japan’s yogurt giant scaling up to meet rising demand for its products
Samsonite (1910 HK) － 2024 update
Broken merger arb situation turned value stock. Estimated reading time: 18 minutes
Pacific Textiles (1382 HK)
Uniqlo’s favorite knitted fabric supplier at 4.4x forward P/E and 18% dividend yield
MTR Corporation (66 HK)
Hong Kong public transport monopoly and property developer at 13x forward P/E
IMAX China (1970 HK) － mid-2024 update
"Play it again, Sam". Estimated reading time: 17 minutes
Best Mart 360 (2360 HK)
Fast-growing Hong Kong discount retailer at 8.1x P/E and 10.6% dividend yield
Koshidaka (2157 JP) － 2024 update
Japanese entertainment business with excellent capital allocation. Estimated reading time: 18 minutes
IH Retail (1373 HK) － 2024 update
Hong Kong's leading discount retailer down over 50% in less than a year. Estimated reading time: 17 minutes
Micro-Mechanics (MMH SP)
Singapore’s favorite child, now experiencing an industry downturn
Sony (6758 JP) － 2024 update
PlayStation 5 getting closer to full monetization. Estimated reading time: 23 minutes
Pentamaster International (1665 HK)
The operating company in the Pentamaster group at 6.1x P/E
