Treasury Wine Estates (TWE AU)
Penfolds owner at 11x P/E and 7% dividend yield
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Structural Monitoring Systems (SMN AU)
Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst
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Nintendo (7974 JP)
Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E
Hallyu Everywhere
K-pop and K-drama are driving demand for Korean products overseas