Taiwan Semiconductor Manufacturing Company Ltd (2330.TW) is the world’s largest contract manufacturer of integrated circuits and semiconductors. The service includes wafer manufacturing, probing, assembly and testing, mask production, and design services. Continue reading “Taiwan Semiconductor Manufacturing – Wafer Production Beyond Moore’s Law”
China Hongqiao Group – Beating the Aluminum Market
China Hongqiao Group Ltd (1378.HK) is the world’s largest aluminum company. The company manufactures aluminum products such as molten aluminum alloy, aluminum alloy ingots, aluminum alloy casting-rolling products and aluminum busbars. Continue reading “China Hongqiao Group – Beating the Aluminum Market”
Country Garden Holdings – Creating New Cities in Asia
Country Garden Holdings Company Ltd (2007.HK) is China’s third-largest residential property developer with a focus on suburban township projects for the middle class. The company builds townhouses, condos, car-parks, retail shops, as well as hotels. Country Garden owns a land bank of 140m sqm currently and operates 59 hotels with almost 14 thousand rooms located mainly in Guangdong Province. Continue reading “Country Garden Holdings – Creating New Cities in Asia”
WH Group – No.1 in Hog Business
WH Group Limited (0288.HK) is the largest producer of processed and fresh pork in the world. The company is producing and distributing packaged meat, fresh pork and hog products. Production facilities are based in China, the U.S. and in Europe. Continue reading “WH Group – No.1 in Hog Business”
Brother Industries – Reaching Old Highs
Brother Industries Ltd (6448.TYO) started in 1908 with repair and manufacturing of parts for sewing machines. Today the Japanese company is a multinational manufacturer of electronics and electrical equipment. Continue reading “Brother Industries – Reaching Old Highs”
A Surprising Look at the Valuation of Asia-Pacific’s Equity Markets
On an individual company level, it is common to evaluate the business fundamentals with the help of ratio analysis, with price-to-earnings and price-to-book as the most popular metrics used. Ratio analysis is less frequently applied to the overall stock market of a country. Continue reading “A Surprising Look at the Valuation of Asia-Pacific’s Equity Markets”
