Deep-dives

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

Japan

Poper (5134 JP)

Japanese cram school SaaS service at 1.7x EV/Sales

Deep-dives

Haad Thip (HTC TB)

Monopoly Coca-Cola bottler at 10x P/E and 7% dividend yield

Japan

Subaru (7270 JP) － 2025 update

Estimated reading time: 18 minutes

Deep-dives

JD.com (JD US)

Trusted online retailer trading at a 9x P/E with a coming margin inflection

Japan

BASE Inc (4477 JP)

“Shopify of Japan” at 0.8x EV/Sales

Deep-dives

Fairfax India (FIH/U CN) － 2024 update

Gearing up for a 2025 BIAL IPO. Estimated reading time: 23 minutes

Deep-dives

The Hongkong & Shanghai Hotels (45 HK)

Owner of trophy assets at 0.28x book

Japan

Has the Kaonavi story changed? (4435 JP)

Its 2QFY2025 result shocked the market. Estimated reading time: 10 minutes

Deep-dives

Prada (1913 HK)

High fashion at 14x EV/pretax profit with an alt-data catalyst