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The ultimate AI tool battle
The best tools for equity research
Oriental Watch (398 HK)
Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap
A new era for Jardine Matheson
An under-the-radar transformation. Estimated reading time: 27 minutes.
Link REIT (823 HK)
Internally managed blue-chip REIT offering an 8% yield with a catalyst
Golden Throat (6896 HK)
China’s leading lozenge maker at 10x P/E and a 10% dividend yield
Haier D-share (690D GR) — 2025 update
World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes
Didi Global (DIDIY US)
China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst
JD.com (JD US)
Trusted online retailer trading at a 9x P/E with a coming margin inflection
Japan's Iron Lady
An attempt to figure out whether the appointment of Sanae Takaichi as the next Prime Minister will have any implications for Japanese equities
Riverstone (RSTON SP)
An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield
What's left in my CPF
I narrowed down 300 stocks to one. Estimated reading time: 36 minutes
Hidden Champions of Thailand
Top 25 companies of Thailand. Estimated reading time: 34 minutes.
Haad Thip meeting (HTC TB)
Steady performance but the higher sugar tax is a near-term headwind. Estimated reading time: 11 minutes
Something is rotten in the state of Korea
But the drama is more or less over. Estimated reading time: 17 minutes
Value... Up?
Korean jealousy expressed in minor reforms. Estimated reading time: 21 minutes
Giant Manufacturing (9921 TT)
The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E
Hidden champions of Taiwan
An attempt to find the best businesses in Taiwan. Estimated reading time: 31 minutes.
Concepcion Industrial (CIC PM)
Philippine air-conditioning giant at 7x P/E and 7% dividend yield
The Philippine Stock Exchange (PSE PM)
Exchange monopoly at a reasonable price with a GGash kicker
Bermaz Auto (BAUTO MK)
Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E
Hidden champions of Malaysia
Top 25 companies of Malaysia. Estimated reading time: 40 minutes.
Johor's property market is heating up
Singapore is becoming increasingly connected to nearby Johor. Estimated reading time: 18 mins
Pentamaster International (1665 HK)
The operating company in the Pentamaster group at 6.1x P/E
Astra International (ASII IJ) － 2024 update
Indonesia's leader auto maker at 6.1x P/E. Estimated reading time: 21 minutes
Hidden Champions of Australia
An attempt to find the best publicly listed companies in Australia
Kina Securities meeting (KSL AU)
A Papua New Guinea commercial bank. Estimated reading time: 12 minutes
