Deep-dives
SUTL Enterprise (SUTL SP)
Asia’s best marina in a growing city at a P/E of 7x
Singapore
Deep-dives
Kimly (KMLY SP)
High-ROE coffeeshop operator with a clean balance sheet at 11x P/E
Singapore
Hidden champions of Singapore
An attempt to find the best businesses in Singapore. Estimated reading time: 24 minutes
Deep-dives
Boustead Singapore (BOCS SP)
Singapore small-cap conglomerate run by a legendary entrepreneur
Singapore
Haw Par Corporation update (HPAR SP)
COVID-19 restrictions have largely gone away and the borders have re-opened. Estimated reading time: 16 minutes
Deep-dives
Dairy Farm late-2022 update (DFI SP)
Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 14 minutes
Deep-dives
Genting Singapore (GENS SP)
Singapore's resort casino operator facing a border reopening and a 2nd phase expansion
Singapore
Singapore residential property
Estimated reading time: 19 minutes
Deep-dives
Pico Far East (752 HK)
Deep-dives
Jardine Cycle & Carriage (JCNC SP)
A clean bet on the recovery of the Indonesian auto market
Deep-dives
QAF (QAF SP)
QAF Limited (QAF SP) is the largest bakery company in Singapore, Malaysia and the Philippines. The company owns two major brand names called Gardenia and Bonjour and operates in the short shelf-life bread segment, supplying supermarkets, convenience stores, restaurants, etc. On 8 June 2021, QAF announced that it would divest
Singapore