Deep-dives

Japan

Kansai Paint (4613 JP)

India-focused Japanese paint manufacturer at 10x forward P/E

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Michael Fritzell May 26, 2024

Deep-dives

IMAX China (1970 HK) － mid-2024 update

"Play it again, Sam". Estimated reading time: 17 minutes

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Michael Fritzell May 19, 2024

Deep-dives

Best Mart 360 (2360 HK)

Fast-growing Hong Kong discount retailer at 8.1x P/E and 10.6% dividend yield

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Michael Fritzell May 12, 2024

Deep-dives

Koshidaka (2157 JP) － 2024 update

Japanese entertainment business with excellent capital allocation. Estimated reading time: 18 minutes

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Michael Fritzell May 8, 2024

Mainland China

Lao Feng Xiang B-share (900905 CH)

China’s largest jewelry company at 6.6x P/E

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Michael Fritzell Apr 21, 2024

Deep-dives

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

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Michael Fritzell Apr 14, 2024

Deep-dives

Micro-Mechanics (MMH SP)

Singapore’s favorite child, now experiencing an industry downturn

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Michael Fritzell Apr 7, 2024

Japan

Sony (6758 JP) － 2024 update

PlayStation 5 getting closer to full monetization. Estimated reading time: 23 minutes

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Michael Fritzell Mar 29, 2024

Deep-dives

Pentamaster International (1665 HK)

The operating company in the Pentamaster group at 6.1x P/E

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Michael Fritzell Mar 24, 2024

Mainland China

Prosus (PRX NA)

Tencent at a 35% discount with consistent share buybacks

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Michael Fritzell Mar 17, 2024

Deep-dives

Delfi (DELFI SP) － 2024 update

Indonesia's leading chocolate manufacturer at 8.8x 2026e P/E. Estimated reading time: 20 minutes

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Michael Fritzell Mar 13, 2024

Deep-dives

PropertyGuru (PGRU US)

The Zillow of Southeast Asia, but at 2.7x EV/Sales

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Michael Fritzell Mar 10, 2024