The Value Pendulum
Latest Articles
GL LTD: Sale Of Non-Core Assets To Narrow Sum-Of-The-Parts Discount
Tonly Electronics: Attractively Priced Smart Speaker Play
Pico Far East: A Mix Of Defensiveness, A Wide Moat And Steady Growth At An Attractive Price
Xinyi Glass: Market Leader To Capitalize On Favorable Supply-Demand Dynamics And Lower Raw Material Costs
China Mengniu Dairy: Multiple Earnings Growth Drivers For Market Leader In Under-Penetrated Market
Citic Telecom: Cheap Combination Of High Yield And Steady Growth
Premier Marketing: Undervalued Consumer Brand Owner At The Tipping Point For Overseas Expansion
COSCO International: Get The Shipping Services Business For Free With Multiple Catalysts On The Horizon
Texhong Textile: Valuation Discount To Peers Should Narrow On Execution Of Vertical Integration Plans
KCE Electronics: Long-Term Structural Tailwinds Obscured By Short-Term Commodity And Currency Headwinds
IMAX China: Fallen Angel That Is Primed For Re-Rating
Micro-Mechanics: An Attractive Low-Risk Investment Candidate In The Cyclical Semiconductor Industry
The Trendlines Group: Invest With The Smart Management And The Smart Money At A Discount To Book
Valuations Getting Big? Look At Small Caps In 2018
Anta Sports: Leading Chinese Sportswear Company Capitalizing On Consumer's Shift To Premiumization
Xingda International: Undervaluation Of China's Largest Radial Tire Cord Manufacturer Backed By Share Buybacks And Insider Purchases
Hutchison Telecommunications: Potential Divestment Of Fixed-Line Business To Unlock Value
Major Cineplex: Thailand's Dominant Movie Theater Operator With Multiple Growth Drivers
Guangdong Investment: A Good Mix Of Defensiveness And Growth
Yuexiu Transport Infrastructure: Multiple Ways For Investors To Win With This Toll Road Operator
PT Lippo Karawaci: Healthcare Business Provides Growth Upside, While Diversified, Recurring Income Base Protects Downside
SM Investments: Best Country Proxy For Philippines' Long-Term Growth Potential
Midas Holdings: Current Valuation Does Not Do Justice To Diversification Efforts And Long-Term Growth Potential
PT Ultrajaya Milk: Market Leader In Indonesia's Milk Industry Riding On Secular Tailwinds
Haw Par: Get Century-Old Iconic Brand For Free At Current Valuations
Tai Sin Electric: Low P/E High Yield Stock Riding On Domestic Construction Demand Growth
Tianjin Zhong Xin Pharmaceutical: Discount To A-Shares And Peers Should Narrow Over Time
Padini Holdings: Value Does Not Go Out Of Fashion
Thai Beverage: Discount To Global Peers Unwarranted With Catalysts To Narrow The Gap
First Sponsor: Property Development Business De-Risked And With Cash Pile To Pursue Future Opportunities
Straits Trading: Century-Old Conglomerate Deserves Higher Valuations With Transition To Asset Light Model
Keppel Infrastructure Trust Offers Stable, High, Single-Digit Yield With Significant Inorganic Growth Potential