Deep-dives
Koito Mfgr － 2024 update (7276 JP)
LED headlights, adaptive driving beams and now LiDAR. Estimated reading time: 17 minutes
Deep-dives
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
Japan
Kaonavi (4435 JP)
Recruit’s talent management SaaS platform at 2.1x EV/Sales with 20-30% growth
Deep-dives
Mandarin Oriental (MAND SP)
World-class luxury hotel group at 76% discount to NAV
Mainland China
Q&A: Modern Dental (3600 HK)
Global provider of low-cost dental prosthetics. Estimated reading time: 13 minutes
Deep-dives
Samyang Foods (003230 KS)
The "hottest" Korean instant noodles maker at 14x run-rate P/E
Deep-dives
Boustead Singapore (BOCS SP) － 2024 update
Singapore conglomerate run by legendary FF Wong at 7.9x forward P/E. Estimated reading time: 25 minutes
Deep-dives
Astra International (ASII IJ) － 2024 update
Indonesia's leader auto maker at 6.1x P/E. Estimated reading time: 21 minutes
Deep-dives
Lion Rock Group (1127 HK)
Top global book printer run by a master capital allocator at 7x P/E with net cash
Japan
Yakult Honsha (2267 JP)
Japan’s yogurt giant scaling up to meet rising demand for its products
Hong Kong
Samsonite (1910 HK) － 2024 update
Broken merger arb situation turned value stock. Estimated reading time: 18 minutes