Japan
Kansai Paint (4613 JP)
India-focused Japanese paint manufacturer at 10x forward P/E
Deep-dives
Deep-dives
IMAX China (1970 HK) － mid-2024 update
"Play it again, Sam". Estimated reading time: 17 minutes
Deep-dives
Best Mart 360 (2360 HK)
Fast-growing Hong Kong discount retailer at 8.1x P/E and 10.6% dividend yield
Deep-dives
Koshidaka (2157 JP) － 2024 update
Japanese entertainment business with excellent capital allocation. Estimated reading time: 18 minutes
Mainland China
Lao Feng Xiang B-share (900905 CH)
China’s largest jewelry company at 6.6x P/E
Deep-dives
IH Retail (1373 HK) － 2024 update
Hong Kong's leading discount retailer down over 50% in less than a year. Estimated reading time: 17 minutes
Deep-dives
Micro-Mechanics (MMH SP)
Singapore’s favorite child, now experiencing an industry downturn
Japan
Sony (6758 JP) － 2024 update
PlayStation 5 getting closer to full monetization. Estimated reading time: 23 minutes
Deep-dives
Pentamaster International (1665 HK)
The operating company in the Pentamaster group at 6.1x P/E
Mainland China
Prosus (PRX NA)
Tencent at a 35% discount with consistent share buybacks
Deep-dives
Delfi (DELFI SP) － 2024 update
Indonesia's leading chocolate manufacturer at 8.8x 2026e P/E. Estimated reading time: 20 minutes
Deep-dives
PropertyGuru (PGRU US)
The Zillow of Southeast Asia, but at 2.7x EV/Sales