Deep-dives
L'Occitane (973 HK)
Cosmetics giant at half the peer group multiple, despite a fast-growing hidden asset
International Housewares Retail (1373 HK)
Hong Kong discount retailer at half the global peer group multiple
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
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
UMP Healthcare (722 HK)
Hong Kong healthcare provider at 8x P/E with significant insider buying
Boustead Singapore (BOCS SP)
Singapore small-cap conglomerate run by a legendary entrepreneur