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
Deep-dives
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
Lion Rock Group (1127 HK)
Top global book printer run by a master capital allocator at 7x P/E with net cash
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