International Housewares Retail (1373 HK)
Hong Kong discount retailer at half the global peer group multiple
Deep-dives
Multi Bintang update (MLBI IJ)
The return of tourists to Bali the last piece of the Multi Bintang puzzle. Estimated reading time: 17 minutes
Major Cineplex update (MAJOR TB)
COVID-19 earnings recovery on track, with the election unlikely to impact the business much. Estimated reading time: 14 minutes
MacroAsia (MAC PM)
The leading aviation services business in the Philippines enjoying a COVID recovery
Deep-dive 2023-8: NagaCorp (3918 HK)
Cambodian monopoly casino operator getting ready for a wave of Chinese tourists
En-Japan update (4849 JP)
A highly successful HR-tech company suffering from weak near-term earnings due to its new Engage platform. Estimated reading time: 22 minutes
Deep-dive 2023-4: UMP Healthcare (722 HK)
Hong Kong healthcare provider at 8x P/E with significant insider buying
Deep-dive 2023-3: Boustead Singapore (BOCS SP)
Singapore small-cap conglomerate run by a legendary entrepreneur
Haw Par Corporation update (HPAR SP)
COVID-19 restrictions have largely gone away and the borders have re-opened. Estimated reading time: 16 minutes