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
Deep-dives
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
Philippines
Ginebra San Miguel (GSMI PM)
The world’s largest gin producer at 7x P/E
Deep-dives
Straco Corporation (STCO SP)
Singapore-based developer of tourism assets at 5x full-recovery EV/EBIT
Mainland China
IMAX China (1970 HK)
Exclusive provider of IMAX cinema equipment to China at 7.5x P/E
Deep-dives
Tai Cheung (88 HK)
Solid Hong Kong property developer at 79% discount to NAV with no debt
Japan
Curves Holdings (7085 JP)
Spin-off & COVID-19 recovery combo at 10x normalized EV/EBIT