Mainland China
China Overseas Land & Investment (688 HK)
State-backed COLI strikes back, now with a P/E of 5.2x
Deep-dives
Deep-dives
Plover Bay Technologies (1523 HK)
A 5G and Starlink bet at 9x P/E and a 9% dividend yield
Deep-dives
Kimly (KMLY SP)
High-ROE coffeeshop operator with a clean balance sheet at 11x P/E
Thailand
Thai Beverage update (THBEV SP)
Decent post-COVID recovery but some regulatory pressure. Estimated reading time: 15 minutes
Hong Kong
CK Hutchison update (1 HK)
Blue-chip conglomerate facing inflation pressures. Estimated reading time: 18 minutes
Philippines
The Philippine Stock Exchange (PSE PM)
Exchange monopoly at a reasonable price with a GGash kicker
Mainland China
Alibaba: SOTP with Chinese characteristics
Estimated reading time: 19 minutes
Deep-dives
Sierra Rutile (SRX AU)
Spin-off dynamics for the largest rutile mine in the world
Deep-dives
L'Occitane (973 HK)
Cosmetics giant at half the peer group multiple, despite a fast-growing hidden asset
Deep-dives
International Housewares Retail (1373 HK)
Hong Kong discount retailer at half the global peer group multiple
Indonesia
Multi Bintang update (MLBI IJ)
The return of tourists to Bali the last piece of the Multi Bintang puzzle. Estimated reading time: 17 minutes
Japan
Fuji Corp Miyagi (7605 JP)
Japan’s version of Discount Tire with 17% ROE at 6x P/E