List of all analysis
sorted by geography
This is a directory article. I didn’t email it
Hong Kong
Shanghai Pharma - growing and very cheap
CK Hutchison Holdings - worth over 2 times its price
First Pacific - South East Asia at a double bargain
Lam Soon Hong Kong - cheap consumer goods stock
Tianyun International-it was amazing
South East Asia
Singapore Medical group - Very undervalued high quality business
Jardine Cycle and Carriage - Indonesia and Vietnam long term holding
Indofoods - Consumer goods in EMs at <10 PE
Latin America
Embotelladora Andina - Undervalued Inflation hedge.
Japan
Japan Lifeline - Medical devices
Tech value quick world tour 2# Japan
France
Bastide Le Confort Medical - Compounder
Poulaillon - French Bakery small cap very cheap
Poland
Tech value quick world tour 1# Poland
Ambra - Hidden Champion in Wine and Drinks
Why I sold shares of Bollore Sa
Europe
AB inbev - I don't know about next quarter but I feel good about the next decade
Newlat foods. Another quality stock at a cheap valuation
Africa
Tech value quick world tour 3# Africa
MTN Group : Attractive despite political risks
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