Deep-dives

Philippines

Ginebra San Miguel (GSMI PM)

The world’s largest gin producer at 7x P/E

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Michael Fritzell Feb 18, 2024

Deep-dives

Straco Corporation (STCO SP)

Singapore-based developer of tourism assets at 5x full-recovery EV/EBIT

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Michael Fritzell Feb 4, 2024

Mainland China

IMAX China (1970 HK)

Exclusive provider of IMAX cinema equipment to China at 7.5x P/E

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Michael Fritzell Jan 21, 2024

Deep-dives

Tai Cheung (88 HK)

Solid Hong Kong property developer at 79% discount to NAV with no debt

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Michael Fritzell Jan 14, 2024

Japan

Curves Holdings (7085 JP)

Spin-off & COVID-19 recovery combo at 10x normalized EV/EBIT

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Michael Fritzell Dec 10, 2023

Deep-dives

Fairfax India (FIH/U CN)

Smart investor in a promising country at a 40% discount

• 

Michael Fritzell Nov 19, 2023

Deep-dives

SUTL Enterprise (SUTL SP)

Asia’s best marina in a growing city at a P/E of 7x

• 

Michael Fritzell Nov 12, 2023

Mainland China

China Tower (788 HK)

State monopoly at a forward P/E of 11x and rapidly falling depreciation charges

• 

Michael Fritzell Nov 5, 2023

Deep-dives

Hartalega update (HART MK)

Getting close to an ASP bottom. Estimated reading time: 15 minutes.

• 

Michael Fritzell Oct 22, 2023

Mainland China

China Overseas Land & Investment (688 HK)

State-backed COLI strikes back, now with a P/E of 5.2x

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Michael Fritzell Oct 15, 2023

Deep-dives

Plover Bay Technologies (1523 HK)

A 5G and Starlink bet at 9x P/E and a 9% dividend yield

• 

Michael Fritzell Oct 8, 2023

Deep-dives

Kimly (KMLY SP)

High-ROE coffeeshop operator with a clean balance sheet at 11x P/E

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Michael Fritzell Sep 24, 2023