Deep-dives
Deep-dive 2022-8: T. Hasegawa
Japanese leading flavours & fragrances specialist at a discount to global peers
Deep-dive 2022-7: Pan Pacific International
Japan's leading discount retailer on the cusp of an international expansion
Deep-dive 2022-6: Baiyunshan Pharma
Owner of "the Coca-Cola of China" and "the Viagra of China" at 7.6x P/E
Deep-dive 2022-5: Uni-Charm Indonesia
Indonesia’s largest baby diaper maker at 0.5x revenues
Deep-dive 2022-4: LG Household & Healthcare preference share
Turnaround king "Suk Cha" well placed to deal with short-term COVID problems
Deep-dive 2022-3: MAP Aktif Adiperkasa
Indonesia’s leading sports retailer expects higher foot traffic post-COVID
Deep-dive 2022-2: CK Hutchison
The best-run conglomerate in Hong Kong at a ~50% NAV discount
Deep-dive 2022-1: Holcim Philippines
The highest-quality cement producer in Asia trading at a decade low valuation
Deep-dive 2021-25: Hanssem
Hanssem (009240 KS) is Korea’s leading furniture company, selling home furniture and home remodelling services to consumers and interior packages to construction companies. The company’s brand name is excellent. It has dominated the kitchen category for many years. Vertical integration enables it to maintain strong quality control, and
Deep-dive 2021-23: Sempio Foods
Sempio Foods (248170 KS) is Korea’s leading soy sauce producer. It has a 60% market share for soy sauce domestically and strength in a variety of related condiments such as bean pastes and chilli sauces. The company was initially established as the Samsi Soy Sauce Brewery in 1946. Founding
