Deep-dives

Deep-dive reports into stocks in the Asia-Pacific. You can expect at least 20x such deep-dive reports every year.

Haw Par (HPAR SP) — 2025 update

Estimated reading time: 16 minutes

Jun 1 •

Michael Fritzell

3:35

Kawai Musical Instruments (7952 JP)

Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target

May 25 •

Michael Fritzell

14:25

Giant Manufacturing (9921 TT)

The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E

May 11 •

Michael Fritzell

11:13

Anicom (8715 JP)

Japanese pet insurance company with secular growth at 13x P/E

Apr 27 •

Michael Fritzell

10:42

Kina Securities meeting (KSL AU)

A Papua New Guinea commercial bank. Estimated reading time: 12 minutes

Apr 16 •

Michael Fritzell

Nippon Parking Development (2353 JP)

Irreplaceable assets with +12% historical EPS CAGR at 13x P/E

Apr 13 •

Michael Fritzell

11:02

Haad Thip meeting (HTC TB)

Steady performance but the higher sugar tax is a near-term headwind. Estimated reading time: 11 minutes

Apr 6 •

Michael Fritzell

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