FnGuide (064850 KS): The FactSet/MSCI of South Korea at 12.9x P/E
When I interviewed Raghav Kapoor the other day, he mentioned a small Korean financial information provider called FnGuide (064850 KS — US$64...
202 Views
Treasury Wine Estates (TWE AU): Penfolds Owner at 11x P/E and 7% Dividend Yield
Treasury Wine Estates (TWE AU — US$3.0 billion) is one of the world's largest wine producers globally. And it's one of the very few large...
237 Views
Oriental Watch (398 HK)
​US tariffs on Swiss watch imports cause panic buying, impacting luxury wristwatch market. Oriental Watch undervalued with strong dividend yield,...
439 Views
Bermaz Auto (BAUTO MK): Ongoing Mazda Product Refresh and EV Tax Exemption Expiry While 5x P/E
Bermaz Auto (BAUTO MK — US$186 million) is the former auto distribution arm of Malaysia’s Berjaya Corporation. It has been listed on Bursa Malaysia...
252 Views
Concepcion Industrial (CIC PM): Philippine Air-Conditioning Giant at 7x P/E and 7% Dividend Yield
Concepcion Industrial (CIC PM — US$91 million) is an appliance company selling air conditioners and refrigerators in the Philippines.
267 Views