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
Deep-dives
Samsonite (1910 HK) － 2024 update
Broken merger arb situation turned value stock. Estimated reading time: 18 minutes
Deep-dives
Pacific Textiles (1382 HK)
Uniqlo’s favorite knitted fabric supplier at 4.4x forward P/E and 18% dividend yield
Mainland China
Fu Shou Yuan (1448 HK)
Death care at a discount
Deep-dives
MTR Corporation (66 HK)
Hong Kong public transport monopoly and property developer at 13x forward P/E
Japan
Kansai Paint (4613 JP)
India-focused Japanese paint manufacturer at 10x forward P/E
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