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News and Updates #1
#1 under the new format
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Emerging Value
SDI PLC
The essence of value investing
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Emerging Value
8
Japan nano cap update
New management plan suggest 3-6x upside by 2028 - if they deliver.
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Emerging Value
Boustead Singapore analysis
Shareholder oriented Asian Conglomerate
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Emerging Value
2

August 2024

Ly Corporation update
TYO: 4689
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Emerging Value
Berentzen Update + Summer links
After being very busy lately, let’s look at some company links and write ups from substack.
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Emerging Value
2
This Portuguese Small cap is up 25% since entering.
Among the cheapest in the sector
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Emerging Value

July 2024

Swatch group: luxury is cheap
But it may be dead for a while
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Emerging Value
8
H1 2024 Portfolio updates.
1 new addition, zero sales
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Emerging Value
2

June 2024

Newlat major acquisition (update)
First a word on the markets.
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Emerging Value
2
Defensive Latin America ADRs
Opportunities in Emerging markets
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Emerging Value
8

May 2024

UK value nano cap with large upside and capital returns
Fat pitch value.
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Emerging Value
2
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