Deep-dive 2022-28: Tabcorp
Australian wagering monopoly recovering from COVID-19, helped by new regulation
Deep-dives
Deep-dive 2022-27: Casio Computer (6952 JP)
G-Shocks have become cool, and increasingly price-competitive with the weaker yen
Deep-dive 2022-26: VTech (303 HK)
Scrappy, minority-friendly Hong Kong electronics manufacturer at 7.4x P/E and 13.2% dividend yield
Deep-dive 2022-25: Koito Manufacturing (7276 JP)
An automotive volume proxy that will benefit from any easing of the chip shortage
Deep-dive 2022-23: Delta Djakarta
Indonesia’s second-largest beer producer set to benefit from re-opening
Deep-dive 2022-22: Kansai Electric Power (9503 JP)
Nuclear reactor restarts to be completed by the summer of 2023
Uni-Charm Indonesia mid-2022 update
Margin pressure from higher oil price, otherwise on track. Estimated reading time: 11 minutes
Deep-dive 2022-21: Niu Technologies
Fast-growing Chinese EV scooter company expanding in China and overseas
Deep-dive 2022-20: Velesto Energy
Forgotten Malaysian offshore drilling rig operator trading below peer multiples
Deep-dive 2022-19: Samsonite
The leader in the global luggage market is seeing a travel recovery take shape
Taste Gourmet meeting notes
Hong Kong multi-brand restaurant chain expanding into mainland China. Estimated reading time: 5 minutes
United Plantations 2022 update
An update to the April 2021 report on United Plantations. Estimated reading time 19 mins.
Deep-dive 2022-18: Largan Precision
The world's leading optical lens supplier getting ready for an iPhone upgrade
Deep-dive 2022-17: Sony
Japanese entertainment company with a PlayStation 5 kicker. Estimated reading time: 7 minutes.
Deep-dive 2022-16: Dream International
World leading plush toy manufacturer with exposure to Tokyo Disneyland