SEA Limited (SE) is a leading global consumer internet company founded in Singapore. SEA was initially founded as Garena Interactive Holding Limited – until now a leading global online games developer and publisher company known for its ‘Free Fire’ blockbuster game – before it changed its name to SEA Limited in 2017. The company operates primarily in Indonesia, Taiwan, Vietnam, Thailand, the Philippines, Malaysia, and Singapore. Continue reading “SEA – A Turnaround With Many Risks”
Tag: 4 Stars
Shimano – Cycling is Booming
Shimano Inc. (7309.T) is a Japanese premium parts giant for bicycle components, fishing tackles, and rowing equipment. The company celebrates its 100th anniversary this year and is on Forbes’ Global 2000 list. Shimano operates in three business segments. Bicycle components, including freewheels, front gears, transmissions, brakes, and other bicycle components, account for 80 percent of the revenues and 83 percent of the profits. Continue reading “Shimano – Cycling is Booming”
Fisher & Paykel Healthcare – More Than Just A Pandemic Winner
Fisher & Paykel Healthcare Corp Ltd (FPH.NZ) is one of the world’s three largest respiratory device manufacturers. The company manufactures products and systems for acute and chronic respiratory care, surgery, and obstructive sleep apnea treatment. With three production facilities in New Zealand and Mexico, Fisher & Paykel Healthcare sells its products in more than 120 countries worldwide based on a multi-channel distribution model. Continue reading “Fisher & Paykel Healthcare – More Than Just A Pandemic Winner”
Fuji Corporation – Smart Factory, Smart Profits
Fuji Corporation (6134.T) is a Japan-based international leading manufacturer of robotic mounters and machine tools for the electronic industry. The company is specialized in all areas of a smart factory with high-flexible, high-mix, and high-volume mounting systems for electronic components. Continue reading “Fuji Corporation – Smart Factory, Smart Profits”
The a2 Milk Company – The Bottom Should be Reached
The a2 Milk Company Ltd (A2M.AX) was in 2018 the largest company on the New Zealand stock exchange. The company is a licensor and marketer of fresh milk, infant formula, and other A2 protein type branded dairy products. A2 milk is a variety of cow milk that mostly lacks the A1 beta-casein protein. Milk containing A1 proteins seems to have an adverse health effect, although research does not fully support this claim. Continue reading “The a2 Milk Company – The Bottom Should be Reached”
Dream International – Back to Old Highs?
Dream International Limited (1126.HK) is one of the largest plush stuffed toy manufacturers in the world. The company produces plush toys according to customers’ brand names, cartoons, or animated characters on an ODM or OEM basis. Clients include well-known names such as Warner Bros., Disney, Bandai, Costco Wholesale Corporation, C & H Korea Group, and Funrise Toys. Dream International operates 22 plants in China and Vietnam. Continue reading “Dream International – Back to Old Highs?”