Mainland China
Didi Global (DIDIY US)
China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst
Deep-dives
Deep-dives
Haw Par (HPAR SP) — 2025 update
Estimated reading time: 16 minutes
Japan
Kawai Musical Instruments (7952 JP)
Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target
Taiwan
Giant Manufacturing (9921 TT)
The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E
Japan
Anicom (8715 JP)
Japanese pet insurance company with secular growth at 13x P/E
Australia/NZ
Kina Securities meeting (KSL AU)
A Papua New Guinea commercial bank. Estimated reading time: 12 minutes
Japan
Nippon Parking Development (2353 JP)
Irreplaceable assets with +12% historical EPS CAGR at 13x P/E
Deep-dives
Haad Thip meeting (HTC TB)
Steady performance but the higher sugar tax is a near-term headwind. Estimated reading time: 11 minutes
Deep-dives
Metrodata (MTDL IJ)
Indonesian IT distributor and system integrator trading at 9x P/E
Deep-dives
Halyk Bank (HSBK LI)
Kazakhstan's leading commercial bank at 3x P/E
Deep-dives
Link REIT (823 HK)
Internally managed blue-chip REIT offering an 8% yield with a catalyst
Deep-dives
Boustead Singapore meeting (BOCS SP)
Estimated reading time: 14 minutes