HOYA Corporation (7741.T) is a global MedTech company and a leading supplier of innovative high-tech and medical products. In many fields, HOYA is today the No.1 in the world. This includes optical lenses, glass disk for HDDs, photomasks for LCD panels, and mask blanks for semiconductors. Continue reading “HOYA – A Chart That Speaks For Itself”
Xingfa Aluminium Holdings Limited (0098.HK) is a leading aluminum profiles manufacturer in China. The company produces aluminum profiles for architectural construction and industrial materials. Construction aluminum profiles are used for doors and windows, curtain walls, ceilings and blinds, and other decorative products. Continue reading “Xingfa Aluminium – An Overlooked Outperformer”
Vipshop Holdings Ltd (VIPS) is China’s leading online discount retailer. Through flash sales, the company sells products at deeply discounted prices for limited periods over its websites (vipshop.com, vip.com, and lefeng.com), mobile applications, and offline stores.
Continue reading “Vipshop – Bargain Hunting in Uncertain Times”
Baozun Inc. (BZUN) is the leading e-commerce solutions provider in China. The company helps its now 200 multinational brand customers to execute their e-commerce strategies in China. The company’s one-stop services cover all aspects of the e-commerce value chain, such as IT solutions, store operations, digital marketing, customer services, warehousing, and fulfillment in China. Continue reading “Baozun – Strong Growth Ahead?”
Tat Seng Packaging Group Ltd (T12.SI) is one of Singapore’s leading manufacturer of corrugated paper packaging. The company designs and manufactures products for a wide range of industries such as food and beverage, electronics and electrical, pharmaceutical and chemical, plastic and metal stamping as well as other export-related industries. Continue reading “Tat Seng Packaging – Now a Buy?”
Xinyi Glass Holdings Limited (0868.HK) is a leading glass manufacturer in the world. The company produces a wide range of glass products such as automobile glass, energy-saving architectural glass, high-quality float glass, electronic glass, and other glass products for commercial and industrial use. Continue reading “Xinyi Glass – A Value Investment”