Japan
Poper (5134 JP)
Japanese cram school SaaS service at 1.7x EV/Sales
Deep-dives
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
Japan
Koito Mfgr － 2024 update (7276 JP)
LED headlights, adaptive driving beams and now LiDAR. Estimated reading time: 17 minutes
Mainland China
Anxian Yuan (922 HK)
Chinese cemetery stock at 6.1x P/E and 13.3% dividend yield
Hong Kong
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