Stock Research

Value investing portfolio with detailed analysis

7
Owned
13
Actionable
284
Watchlist
346
Analyses

Buy

5

Accumulate

8

Hold

8

Watchlist

284
S&P Global Inc SPGI
$505
+10%
A+CompounderDIV: 0.92%
Risk: Major reform to issuer-pays model
Fair Isaac Corporation FICO
$1,463
-11%
A+Compounder
Risk: Regulatory intervention - CFPB could mandate alternative scores or cap pricing
Microsoft Corporation MSFT
$430
+12%
A+CompounderDIV: 0.88%
Risk: AI CapEx ($65B/yr) fails to generate returns
Credit Bureau Asia Limited TCU
S$1.25
+14%
A+DIV: 3.2%
Risk: Technology disruption (open banking, AI alternatives bypass credit bureaus)
LVMH Moët Hennessy Louis Vuitton SE MC.PA
€632
+15%
A+CompounderDIV: 2.06%
Risk: China luxury demand normalization (ongoing 2024)
Atlas Copco AB ATCO-A.ST
SEK 165
+18%
A+CompounderDIV: 1.5%
Risk: Premium valuation (P/E 30x) leaves no margin of safety
Visa Inc V
$353
+47%
A+CompounderDIV: 0.78%
Risk: Payment network disintermediation (CBDCs, RTP, blockchain)
Mastercard Incorporated MA
$579
+16%
A+CompounderDIV: 0.6%
Risk: Regulatory/Interchange fee caps in major markets
Constellation Software Inc. CSU
C$3,316
+25%
A+Compounder
Risk: Acquisition runway exhaustion (PE competition)
Munich Re MUV2
€497
+24%
A+Defensive
Risk: Mega-catastrophe (>EUR 10B loss, e.g., major hurricane, earthquake)
Singapore Exchange Limited S68
S$17.26
+26%
A+MonopolyDIV: 2.31%
Risk: Regulatory change allowing competing exchange in Singapore
Cintas Corporation CTAS
$191
+36%
A+CompounderDIV: 0.84%
Risk: Valuation compression from 41x to 25x P/E
Keyence Corporation 6861
¥66,060
-29%
A+
Risk: Valuation compression (P/E contracts from 40x to 25x)
IDEXX Laboratories Inc IDXX
$670
+41%
A+Compounder
Risk: Extreme valuation (54x P/E) leaves no margin of safety
Lindt & Spruengli AG LISN
CHF 117,000
+64%
A+CompounderDIV: 1.17%
Risk: Cocoa cost absorption failure (permanent margin compression)
Tokyo Electron Ltd 8035
¥25,000
+19%
A+CyclicalDIV: 1.4%
Risk: Extreme cyclicality - semiconductor equipment revenue can swing 20-40% annually. Current AI supercycle will eventually normalize.
DISCO Corporation 6146
¥48,870
+53%
A+MonopolyDIV: 0.9%
Risk: Extreme valuation (P/E 42x) leaves no margin of safety; any earnings miss triggers sharp correction
VAT Group AG VACN
CHF 384
+54%
A+CompounderDIV: 1.17%
Risk: Semiconductor cycle downturn (30% WFE decline)
Costco Wholesale Corporation COST
$920
+69%
A+CompounderDIV: 0.51%
Risk: Membership model disruption (Amazon matches value)
Belimo Holding AG BEAN
CHF 895
+220%
A+CompounderDIV: 1.04%
Risk: Extreme valuation (P/E 64x) -- if multiple compresses to 30x (still premium), stock falls 53%
Nakanishi Inc. 7716.T
¥1,400
-7%
ADefensiveDIV: 2%
Risk: Small-cap dental equipment with limited diversification
Hamamatsu Photonics K.K. 6965.T
¥1,789
-16%
ACyclicalDIV: 2.3%
Risk: Cyclical recovery timing - semiconductor equipment and EV battery testing markets uncertain, recovery could take 2-3 years
Chipotle Mexican Grill Inc CMG
$39
-8%
ACompounder
Risk: Sustained consumer headwinds - lower-income cohort (40% of sales) reducing frequency
East West Bancorp Inc EWBC
$114
+9%
ADeep ValueDIV: 1.98%
Risk: US-China trade war escalation
Investor AB INVE-B.ST
SEK 326
+9%
ACompounderDIV: 1.6%
Risk: Premium valuation limits upside from current levels
Air Liquide SA AI
€160
+10%
AMonopoly
Risk: Contract renewal rate falls below 85%
DNB Bank ASA DNB.OL
NOK 220
+10%
AMonopolyDIV: 4%
Risk: Oil price correlation - Norwegian economy remains oil-dependent
Gjensidige Forsikring ASA GJF.OL
NOK 200
+11%
ADefensiveDIV: 5%
Risk: At fair value - no margin of safety at current prices
American Express Company AXP
$352
+12%
ACompounderDIV: 0.93%
Risk: Economic recession could impact discretionary spending and credit quality
Fortis Inc FTS
C$61
+13%
ADefensiveDIV: 4.42%
Risk: ROE compression (secular regulatory pressure)
Givaudan SA GIVN
CHF 3,131
+12%
ADefensiveDIV: 2.38%
Risk: Acquisition failure (overpaying destroys ROIC)
Partners Group Holding AG PGHN.SW
CHF 1,233
+12%
ACompounderDIV: 3.4%
Risk: AUM-dependent revenue - market declines reduce fees and performance fee potential
Mabuchi Motor Co., Ltd. 6592.T
¥4,000
+14%
ACyclicalDIV: 2.5%
Risk: EV transition changing automotive motor requirements
Alimentation Couche-Tard Inc. ATD.TO
C$74
+14%
ACompounderDIV: 0.8%
Risk: EV transition reducing fuel traffic to convenience stores
KKR & Co Inc KKR
$114
+14%
ACompounderDIV: 0.65%
Risk: Credit cycle downturn could hit both credit funds and Global Atlantic simultaneously
Kongsberg Gruppen ASA KOG.OL
NOK 1,200
+14%
AMonopolyDIV: 1%
Risk: Premium valuation prices in much of the defense tailwind
Waste Management Inc WM
$221
+5%
ACompounderDIV: 1.43%
Risk: Stericycle integration failure (synergies <$150M)
Japan Elevator Service Holdings Co., Ltd. 6544.T
¥3,000
+15%
ACompounderDIV: 0.8%
Risk: OEM manufacturers (Mitsubishi, Hitachi) competing for maintenance contracts
Tencent Holdings Limited 0700
-13% to buy
A
Risk: Severe CCP crackdown or forced restructuring of Tencent
Ferrari N.V. RACE
$333
-13%
ACompounderDIV: 1%
Risk: EV transition execution - Electric Ferrari must satisfy both regulators and collectors who value V12 emotion
Berkshire Hathaway Inc BRK-B
0.4%
+0.8%
AOwned
Risk: Buffett death/incapacitation triggers succession uncertainty
Copart Inc CPRT
$41
+17%
ACompounder
Risk: Autonomous vehicles reducing accident frequency (10+ year horizon)
Green Brick Partners Inc GRBK
$69.39
+16%
ACyclical
Risk: Housing cycle downturn - high beta (2.0) means severe drawdowns in recessions
O'Reilly Automotive Inc ORLY
$98
+15%
ACompounder
Risk: Valuation at 34.8x P/E leaves limited margin of safety
Burckhardt Compression Holding AG BCHN
CHF 543
+18%
ACompounderDIV: 3.1%
Risk: Technology disruption risk
DBS Group Holdings Ltd D05
S$56
+17%
AMonopolyDIV: 4.24%
Risk: China property exposure causes significant loan losses
Royal Bank of Canada RY.TO
C$234
+17%
AMonopolyDIV: 2.63%
Risk: Canadian housing bubble exposure - overpriced real estate in Toronto/Vancouver
Union Pacific Corporation UNP
$235
+18%
ACompounderDIV: 2.3%
Risk: Economic recession reduces freight volumes and causes operating leverage impact
Zurich Insurance Group AG ZURN
CHF 568
-15%
ADIV: 4.96%
Risk: Mega-catastrophe accumulation (climate-driven nat-cat losses)
Mitsubishi Corporation 8058.T
¥2,500
+11%
ACyclicalDIV: 2.8%
Risk: Commodity price volatility - 58% of profits from Mineral Resources and Environmental Energy segments
Amazon.com Inc AMZN
$239
+20%
ACompounder
Risk: FTC antitrust litigation and potential regulatory action could force structural changes
Roche Holding AG ROG
CHF 368
-16%
A
Risk: Perjeta + Xolair biosimilar erosion accelerates (CHF 6.1B at risk)
Nihon M&A Center Holdings Inc. 2127.T
¥900
+20%
ASpeculativeDIV: 1.5%
Risk: Past accounting scandal damaged reputation; competition increasing in fragmented market
Tokio Marine Holdings, Inc. 8766
¥5,800
+12%
ADefensiveDIV: 3.26%
Risk: Japan catastrophe exposure - major Tokyo earthquake/tsunami scenario; climate change amplifying severe weather frequency
Salik Company PJSC SALIK
AED 6.35
+21%
AMonopoly
Risk: Dubai traffic growth slows significantly
Al Rajhi Bank 1120.SR
SAR 97
+21%
AMonopolyDIV: 2.9%
Risk: Premium valuation (P/B 3.6x) leaves no margin of safety
Advanced Info Service PCL ADVANC
-18% to buy
A
Risk: NBTC mandates aggressive MVNO wholesale access or price caps
CATL Contemporary Amperex Technology 300750
-19% to buy
A
Risk: US/EU tariff walls block international expansion
Compagnie Financiere Richemont SA CFR
CHF 161
-19%
ADIV: 1.9%
Risk: China luxury demand slowdown -- Asia Pacific was 40% of sales at peak, now declining. Property crisis and common prosperity policies dampen domestic consumption.
Schindler Holding AG SCHN
CHF 281
+25%
ACompounderDIV: 2.12%
Risk: EBIT margin fails to reach 12% by end of 2025
Sherwin-Williams Company SHW
$325
+79%
ACompounderDIV: 0.88%
Risk: Amazon or big box develops superior contractor delivery logistics
VZ Holding AG VZN
CHF 147
-20%
ADIV: 1.86%
Risk: Interest rate compression reduces banking income (20% of revenue)
Sysmex Corp. 6869.T
¥3,800
+27%
ADefensiveDIV: 0.6%
Risk: Competition from Beckman Coulter (Danaher) and Abbott in adjacent diagnostics segments
Itochu Corporation 8001.T
¥7,500
+15%
ACyclicalDIV: 2.1%
Risk: China exposure via CITIC (13% of profits, 11% of assets at Y1.73T) creates geopolitical vulnerability if US-China tensions escalate
MonotaRO Co., Ltd. 3064.T
¥2,200
+29%
ACompounderDIV: 0.7%
Risk: Amazon Business entering Japanese MRO market
Stryker Corporation SYK
$370
+24%
ACompounderDIV: 0.95%
Risk: Premium valuation (44x P/E) leaves no margin of safety for execution stumbles
Straumann Holding AG STMN
CHF 94.16
-26%
ADIV: 1.06%
Risk: China VBP contagion to Western markets could collapse implant pricing globally
ASML Holding NV ASML
€899
+38%
AMonopolyDIV: 0.51%
Risk: Severe China export restrictions (all service cut)
INFICON Holding AG IFCN
CHF 120
-29%
ACompounderDIV: 1.75%
Risk: Semiconductor cycle recession (51% of revenue from Semi & Vacuum Coating, could decline 30-40% in severe downturn)
Fast Retailing Co., Ltd. 9983
¥66,960
-30%
A
Risk: Valuation compression (P/E contracts from 48x to 30x)
HOYA CORP 7741
¥27,545
-32%
ADIV: 0.42%
Risk: Valuation compression from 45x to 30x P/E
Mettler-Toledo International Inc. MTD
$1,417
+42-61%
ACompounder
Risk: China disruption (16% sales, 29% profit, 30% production)
Kikkoman Corporation 2801
JPY 1,441
+63%
ADefensiveDIV: 1.73%
Risk: Currency translation - 75% profits overseas, Yen strength crushes earnings
Accelleron Industries AG ACLN
CHF 74.75
-87%
ADIV: 1.84%
Risk: P/E compression from 42x to 25x (re-rating)
Procter & Gamble PG
$152
+103%
ACompounderDIV: 2.6%
Risk: GLP-1 demand destruction (Ozempic/Wegovy adoption)
Interroll Holding AG INRN
CHF 2,000
-5%
A-DIV: 1.6%
Risk: Extended logistics CapEx downturn (3+ years)
PDD Holdings Inc. PDD
$101
+6%
A-Deep Value
Risk: China regulatory/geopolitical - CCP antitrust, data security laws, US delisting risk, VIE structure
SGS SA SGSN
CHF 91
+7%
A-CompounderDIV: 3.41%
Risk: Organic growth below 3% for two quarters
United Overseas Bank Limited U11
S$35
+6%
A-MonopolyDIV: 4.59%
Risk: China property exposure (~S$1.3B) leads to write-downs
Ypsomed Holding AG YPSN
CHF 303.50
-6%
A-DIV: 0.73%
Risk: Novo Nordisk shifts to SHL Medical or in-sources autoinjectors
Shimano Inc. 7309.TSE
¥21,500
+8%
A-CyclicalDIV: 1.4%
Risk: Extended post-COVID bicycle demand weakness beyond 2025
Uber Technologies Inc UBER
$82
+9%
A-Growth
Risk: Autonomous vehicles could disintermediate Uber if Waymo/Tesla bypass the platform
ABB Ltd ABBN.SW
CHF 49.54
+10%
A-CompounderDIV: 1.8%
Risk: Industrial cycle exposure - orders tied to manufacturing capex spending
Lowe's Companies Inc LOW
$241
+9%
A-CompounderDIV: 1.93%
Risk: Housing cycle weakness - prolonged high rates suppress demand
Qatar Gas Transport Company (Nakilat) QGTS
QAR 4.44
+11%
A-Monopoly
Risk: LNG demand peaks earlier than expected
Oriental Land Co., Ltd. 4661
¥3,500
+17%
A-MonopolyDIV: 0.52%
Risk: Japan demographic decline: world's fastest-aging society with record-low birth rate reduces core Disney customer base of young families
Azeus Systems Holdings Ltd. BBW
S$11.29
-11%
A-DIV: 8.18%
Risk: CERKS revenue cliff post-FY2027 as implementation phase ends
Yangzijiang Shipbuilding (Holdings) Ltd. BS6
S$3.73
-12%
A-DIV: 3.11%
Risk: USTR port fees reimposed/escalated on Chinese-built vessels
National Bank of Kuwait NBK
KWD 1.02
+13%
A-Monopoly
Risk: Oil price crash impacts Kuwait economy
VICOM Ltd WJP
S$1.64
+13%
A-MonopolyDIV: 4.88%
Risk: Singapore vehicle population declines (policy shift)
MS&AD Insurance Group Holdings, Inc. 8725
-14% to buy
A-DIV: 2.8%
Risk: Major Japan earthquake/typhoon (Nankai Trough scenario)
Micro-Mechanics (Holdings) Ltd 5DD
SGD 1.74
-14%
A-DIV: 3.45%
Risk: Semiconductor cycle downturn (revenue -30%)
iFAST Corporation Ltd. AIY
SGD 9.34
-14%
A-DIV: 0.9%
Risk: Market downturn reduces AUA by 25-30%
APG|SGA SA APGN
-14% to buy
A-
Risk: Swiss advertising recession / GDP decline
Novartis AG NOVN
CHF 105
-17%
A-DIV: 2.9%
Risk: Patent cliff: Entresto ($7.8B peak) + Promacta + Tasigna going generic 2025-2026, creating ~$12B revenue gap
Centurion Corporation Limited OU8
SGD 1.57
-14%
A-DIV: 2.55%
Risk: Singapore construction downturn reduces worker demand
SHO-BOND Holdings Co., Ltd. 1414
-15% to buy
A-DIV: 1.95%
Risk: Labour shortage constraining revenue growth
Kardex Holding AG KARN
-15% to buy
A-
Risk: Economic recession reduces capex spending on automation
Realty Income Corporation O
$65.66
+17%
A-DIV: 4.85%
Risk: Sustained high rates (10Y > 5%) for 5+ years
Swissquote Group Holding SA SQN
CHF 413
-15%
A-
Risk: Interest rate collapse destroys NII (34% of revenue)
Brambles Ltd BXB
A$23.41
+20%
A-CompounderDIV: 2.9%
Risk: Plastic pallet technology disruption eroding wooden pallet advantage over 10+ years
Rio Tinto Limited RIO
A$148
+18%
A-CyclicalDIV: 5.5%
Risk: Iron ore price collapse (<$60/t sustained)
Toyo Suisan Kaisha 2875
-17% to buy
A-DIV: 1.6%
Risk: Raw material cost inflation (wheat, palm oil, energy) could compress margins if pricing power reaches limits
Domino's Pizza Inc DPZ
$420
+17%
A-CompounderDIV: 1.75%
Risk: Debt refinancing crisis in elevated rate environment
CRH plc CRH
$122
+22%
A-CompounderDIV: 1.2%
Risk: Valuation compression if IIJA spending slows or recession hits
Prudential plc K6S
-18% to buy
A-DIV: 1.7%
Risk: China regulatory tightening or HK-China border disruption
Mitsui & Co., Ltd. 8031.TSE
¥4,540
-21%
A-CyclicalDIV: 3.7%
Risk: Commodity price cyclicality - 58% of profits from Mineral & Metal Resources (32%) + Energy (26%)
Pop Mart International Group Limited 9992
-22% to buy
A-
Risk: Labubu/MONSTERS fad fades - revenue concentration at 35% of H1 2025
XMH Holdings Ltd BQF
S$1.85
-27%
A-DIV: 0.16%
Risk: Data centre construction cycle slows or delays in SE Asia
Jungfraubahn Holding AG JFN
CHF 303
-27%
A-DIV: 2.5%
Risk: Tourism cyclicality -- pandemic, geopolitical shock, or recession could collapse visitor numbers (as in 2020: -9.2M net loss)
Airports of Thailand PCL AOT
-30% to buy
A-
Risk: Pandemic/travel disruption (COVID-style black swan)
Hilton Worldwide Holdings Inc HLT
$299
+42%
A-CompounderDIV: 0.2%
Risk: Cyclicality - hotel demand highly correlated with economic cycles; 2020 showed 90%+ earnings decline
Oiltek International Limited HQU
S$0.80
-31%
A-DIV: 1.5%
Risk: Valuation at 34x trailing earnings prices in perfection; project concentration means revenue is lumpy and dependent on a few large contracts
PropNex Limited OYY
SGD 2.32
-31%
A-DIV: 3.45%
Risk: Singapore property market downturn (recession, demand shock)
Sika AG SIKA
CHF 162
+45%
A-CompounderDIV: 2.34%
Risk: Prolonged global construction depression (3+ years)
Burkhalter Holding AG BRKN
-37% to buy
A-
Risk: Swiss construction downturn reduces project volume by 15-20%
Medacta Group SA MOVE
CHF 150.60
-39%
A-DIV: 0.46%
Risk: Robotic surgery disruption could reduce value of technique-based moat if surgeons migrate to robot-assisted platforms (Stryker MAKO, Zimmer ROSA)
Advanced Micro Devices Inc AMD
$232
+93%
A-Growth
Risk: Nvidia ecosystem lock-in persists; CUDA remains dominant
Singapore Technologies Engineering Ltd S63
S$10.18
-62%
A-DIV: 1.7%
Risk: Extreme valuation at 42x P/E leaves no margin of safety; any earnings miss or sentiment shift could trigger sharp correction
Nintendo Co., Ltd. 7974
A-DIV: 2.1%
Risk: Switch 2 lifecycle disappoints or hardware margin compression persists structurally
Sheng Siong Group Ltd OV8
A-SpeculativeDIV: 2.42%
Risk: P/E 27x is extreme for a zero-growth grocery chain -- 43-78% above fair value range
Molina Healthcare Inc. MOH
$180
+3%
B+Defensive
Risk: Federal Medicaid block grants/funding cuts enacted
Singapore Shipping Corporation S19
S$0.30
-7%
B+DIV: 3.33%
Risk: PCTC charter rate cyclicality -- 39% orderbook-to-fleet ratio with 11% net supply increase in 2025 could pressure renewal rates
Brookfield Corporation BN
$63
+50%
B+Deep ValueDIV: 0.52%
Risk: Insurance credit losses ($120B+ assets) - defaults wipe equity
Pfizer Inc. PFE
$26.44
+10%
B+DefensiveDIV: 6.45%
Risk: Eliquis patent expiration 2027-28
Riverstone Holdings Limited AP4
SGD 0.79
-11%
B+DIV: 6.29%
Risk: Healthcare glove price war intensifies with global overcapacity
Core Natural Resources, Inc. CNR
C$148
+6%
B+CompounderDIV: 0.45%
Risk: Met coal price collapse to <$150/ton sustained
Equinor ASA EQNR.OL
NOK 270
+13%
B+MonopolyDIV: 8.5%
Risk: Energy transition - structural long-term headwind to oil demand
Tecan Group AG TECN
CHF 130
+12%
B+MonopolyDIV: 2.18%
Risk: Structural decline - ROIC below WACC for 3+ years (not cyclical)
Nihon Kohden Corp. 6849.T
¥3,200
+14%
B+DefensiveDIV: 1.8%
Risk: Competition from much larger global medtech companies (Philips, GE, Mindray)
Jardine Cycle and Carriage C07
S$34.20
-12%
B+DIV: 3.27%
Risk: Indonesian rupiah depreciates 15%+ vs USD
DENSO Corporation 6902
-13% to buy
B+DIV: 2.84%
Risk: Toyota production disruption or strategic pivot away from DENSO
Suzuki Motor Corporation 7269
¥2,294
-13%
B+DIV: 2.01%
Risk: India market share erosion accelerates to <35%
Bucher Industries AG BUCN
-13% to buy
B+
Risk: Prolonged agricultural downturn (farm income collapse) hurting Kuhn Group
CapitaLand India Trust CY6U
S$1.26
-13%
B+DIV: 6.27%
Risk: INR/SGD depreciation erodes DPU in Singapore dollar terms
Elevance Health Inc ELV
$346
+15%
B+Deep ValueDIV: 2%
Risk: Government policy risk - 50% revenue from Medicare/Medicaid programs subject to rate cuts
TSH Resources Berhad TSH
RM 1.21
-13%
B+
Risk: CPO price collapse below MYR 3,000/MT sustained
NOF Corporation 4403.T
¥2,800
+17%
B+DefensiveDIV: 2%
Risk: Concentration in pharmaceutical excipients vulnerable to technology shifts
Energy Transfer LP ET
$17.35
+16%
B+DefensiveDIV: 7.5%
Risk: Energy transition could reduce long-term natural gas demand; $60B debt load limits flexibility
Forbo Holding AG FORN
-14% to buy
B+
Risk: Prolonged European construction recession (3+ years)
Howard Hughes Holdings Inc. HHH
$81
+16%
B+Deep Value
Risk: Housing demand slowdown if mortgage rates stay elevated >8%
PTT Exploration and Production PCL PTTEP
-14% to buy
B+
Risk: Sustained oil price collapse below $50/bbl Brent
TANAKEN Inc. 1450
-15% to buy
B+DIV: 3.45%
Risk: Japan construction downturn / recession
BRC Asia Limited BEC
-15% to buy
B+DIV: 2.75%
Risk: Singapore construction cycle downturn post-2028
EFG International AG EFGN
-15% to buy
B+
Risk: CRO defection wave / key talent loss to competitors
Orkla ASA ORK.OL
NOK 100
+18%
B+DefensiveDIV: 10%
Risk: Margin pressure from private label competition
Siegfried Holding AG SFZN
CHF 82
-15%
B+DIV: 0.49%
Risk: Major customer loss (Drug Substances)
Nippon Aqua Co., Ltd. 1429
-16% to buy
B+DIV: 4.11%
Risk: Japan housing starts decline 15-20% on demographics
Daito Trust Construction Co., Ltd. 1878
-16% to buy
B+DIV: 4.4%
Risk: Japanese demographic decline accelerates, vacancy rates surge
PAL GROUP Holdings Co., Ltd. 2726
-16% to buy
B+DIV: 1.8%
Risk: Japanese consumer recession compresses discretionary spending
Sony Group Corporation 6758
-16% to buy
B+DIV: 0.75%
Risk: PlayStation 5 entering back half of console cycle with declining hardware sales; PS6 timing and reception uncertain
Toyota Motor Corporation 7203
-16% to buy
B+DIV: 2.5%
Risk: US tariff escalation compressing margins by 200-300bps
Unicharm Corporation 8113
¥1,069
-16%
B+
Risk: China market structural decline (local competition, trading down)
SUTL Enterprise Limited BHU
S$0.895
-16%
B+DIV: 5.59%
Risk: Sentosa lease non-renewal in 2034
Cortina Holdings Limited C41
S$3.47
-16%
B+DIV: 4.6%
Risk: Brand allocation risk -- Rolex and Patek Philippe control product supply and could reduce allocation or go direct-to-consumer
Flughafen Zurich AG FHZN
CHF 261
-16%
B+DIV: 2.19%
Risk: Pandemic/health crisis shutting down air travel
Info-Tech Systems Ltd. ITS
S$0.955
-16%
B+DIV: 3.25%
Risk: AI-native HRMS disruption from well-funded global competitors (Zoho, Xero, BambooHR) or new entrants
Nordic Group Limited MR7
S$0.50
-16%
B+DIV: 3.5%
Risk: Revenue stagnation at S$158-163M for 3 years; labour cost inflation compressing gross margins from 28% to 23%
Sembcorp Industries U96
S$6.32
-16%
B+DIV: 4.11%
Risk: Balance sheet leverage (4.5x net debt/EBITDA, rising post-Alinta) leaves minimal margin for error
Bridgestone Corporation 5108
-17% to buy
B+DIV: 3.45%
Risk: US tariff escalation on tire imports (North America = 41% of revenue)
Beng Kuang Marine Limited BEZ
S$0.30
+20%
B+DIV: 2%
Risk: Oil price collapse below $50/bbl reducing FPSO maintenance spend
Nestle SA NESN
CHF 79.91
-17%
B+DefensiveDIV: 3.83%
Risk: GLP-1 drugs reduce food consumption 5-10%
INPEX Corporation 1605
¥3,677
-18%
B+DIV: 2.9%
Risk: Oil and gas price dependency - sustained prices below $55/bbl would compress earnings 40-50% and pressure capital returns
Daiichi Sankyo Company, Limited 4568
¥2,918
-18%
B+DIV: 2.35%
Risk: Major pipeline failure (Phase III or safety signal)
Central Japan Railway Company 9022
¥4,623
-18%
B+DIV: 0.69%
Risk: Chuo Shinkansen maglev: ¥11T cost (doubled), delayed to 2035, construction difficulties -- will push peak debt to ¥7.1T and constrain shareholder returns for a decade
Haw Par Corporation Limited H02
S$15.18
+8%
B+Deep ValueDIV: 2.34%
Risk: Tiger Balm brand loses relevance to younger consumers
Ping An Insurance Group Co. of China 2318
-19% to buy
B+
Risk: Geopolitical escalation (Taiwan crisis / severe trade war)
Japan Tobacco Inc. 2914
-19% to buy
B+DIV: 3.92%
Risk: Accelerated cigarette volume decline (>5% p.a.)
Daikin Industries, Ltd. 6367
-19% to buy
B+DIV: 1.7%
Risk: Margin compression continues (fails to recover to 9%)
Keppel DC REIT AJBU
S$2.27
-18%
B+DIV: 4.58%
Risk: Top tenant (35% of income) defaults or non-renews
Penguin International Limited BTM
S$1.60
-19%
B+DIV: 3%
Risk: Oil price collapse kills offshore energy demand
dormakaba Holding AG DOKA
-19% to buy
B+
Risk: European construction recession (-15% volumes)
Zoom Video Communications ZM
$92
+23%
B+Deep Value
Risk: Microsoft Teams bundled free with Office 365, gaining enterprise share through integration and price advantage
Kao Corporation 4452
¥6,524
-20%
B+DIV: 2.3%
Risk: Japan demographic decline - 65% of revenue from a shrinking population. Structural volume headwinds in diapers and household products.
Nitto Denko Corporation 6988
¥3,624
+25%
B+CyclicalDIV: 1.66%
Risk: Display technology disruption -- microLED eliminates need for polarizing films, threatening 55% of revenue over 5-10 year horizon
Sumitomo Mitsui Financial Group 8316
JPY 5,997
-20%
B+DIV: 2.62%
Risk: BOJ policy reversal to zero rates would collapse the NIM expansion thesis and earnings trajectory
Alpha Metallurgical Resources Inc AMR
$212
-20%
B+Cyclical
Risk: Extended met coal price weakness (<$150 PLV for 2+ years)
BYD Company Limited 1211
-21% to buy
B+
Risk: China-West geopolitical escalation (Taiwan, trade war)
KUBOTA CORP 6326
-21% to buy
B+DIV: 1.6%
Risk: North American housing/ag cycle downturn
RESONA HOLDINGS 8308
¥1,910
-22%
B+DIV: 1.52%
Risk: BOJ pauses or reverses rate normalization
Great Eastern Holdings Limited G07
S$15.78
+26%
B+DIV: 3.01%
Risk: OCBC maintains 88% stake indefinitely, permanent minority discount
Hyatt Hotels Corporation H
$158
+27%
B+CyclicalDIV: 0.36%
Risk: Cyclicality - hotel demand highly correlated with economic cycles, RevPAR fell 70%+ in 2020
Swisscom AG SCMN
-21% to buy
B+
Risk: Italian telecom price war intensifies, Fastweb + Vodafone market share erodes
Sulzer Ltd SUN
-21% to buy
B+
Risk: Vekselberg governance crisis or sanctions escalation forces Tiwel share liquidation
ORIX Corporation 8591
-22% to buy
B+DIV: 2.8%
Risk: ROE improvement stalls below 10% through FY2028
Basilea Pharmaceutica AG BSLN
CHF 54
-22%
B+
Risk: Cresemba patent cliff -- US generics Q4 2027, European generics H2 2028. Royalty income (CHF 112m, 48% of revenue) will decline materially.
Compagnie Financiere Tradition SA CFT
CHF 269
+22%
B+DIV: 2.51%
Risk: Electronic execution gradually replacing voice brokerage over 10-20 years
Teck Resources Ltd Class B TECK
$53.76
+28%
B+CyclicalDIV: 0.84%
Risk: Copper price collapse (<$3/lb for 2+ years)
Temenos AG TEMN
CHF 64
+28%
B+DIV: 2%
Risk: Governance instability - 3 CEO changes in 2 years plus lingering Hindenburg accounting concerns
Valaris Ltd VAL
$58
+29%
B+Cyclical
Risk: Oil price collapse below $50/bbl sustained
Hitachi Ltd 6501
-23% to buy
B+DIV: 0.93%
Risk: Valuation at 29x earnings is ~100% above 20-year historical average; any growth disappointment triggers severe de-rating
Holcim Ltd HOLN
CHF 78
+26%
B+CompounderDIV: 4.2%
Risk: Post-spin margin compression (EBIT <15%)
SFS Group AG SFSN
CHF 123.60
-23%
B+DIV: 2.02%
Risk: Structural decline of German manufacturing base (30% of revenue)
Soilbuild Construction Group Ltd ZQM
S$1.11
+31%
B+DIV: 0.63%
Risk: Singapore construction cycle downturn post-2029
Komatsu Ltd. 6301
-24% to buy
B+DIV: 1.4%
Risk: Mining cycle downturn - commodity prices fall, miners cut CapEx
China Medical System Holdings Limited 8A8
-24% to buy
B+DIV: 2.75%
Risk: China VBP policy could expand to more products, further eroding revenue
Datwyler Holding AG DAE
-24% to buy
B+
Risk: Healthcare destocking persists beyond mid-2025
Lonza Group AG LONN
CHF 529
+32%
B+CompounderDIV: 0.93%
Risk: Major customer loss (like Moderna contract termination)
Otsuka Holdings Co., Ltd. 4578
¥10,620
-25%
B+DIV: 1.34%
Risk: Jynarque LOE hits earnings harder than expected
SMC Corporation 6273
¥53,650
+12%
B+CyclicalDIV: 1.4%
Risk: Severely overvalued at P/E 29.5x for an 8% ROE business. Reversion to industry average P/E 15x implies 50% downside.
Amrize AG AMRZ
-25% to buy
B+
Risk: Construction downturn / US recession reduces volumes 20%+
Bachem Holding AG BANB
CHF 66.45
-33%
B+DIV: 1.28%
Risk: Capacity overbuild risk - CHF 1B+ invested in facilities that may be underutilized if GLP-1 demand disappoints or non-peptide oral alternatives succeed
UMS Integration Limited 558
S$1.35
+35%
B+DIV: 3.9%
Risk: Customer concentration: ~70% of Group revenue from Applied Materials. One customer controls the destiny of the business.
SUMITOMO MITSUI TRUST GROUP 8309
¥5,483
-27%
B+DIV: 3.1%
Risk: ROE reverts to 6-7% historical average
Cembra Money Bank AG CMBN
CHF 96.45
-27%
B+DIV: 4.41%
Risk: Swiss interest rate cap compression as SNB cuts rates to 0%, mechanically reducing maximum APR on consumer loans from 10% toward lower levels, squeezing net interest margin.
Dottikon ES Holding AG DESN
CHF 348
-28%
B+
Risk: Capacity ramp-up disappointment
Global Testing Corporation Limited AYN
S$1.62
-29%
B+DIV: 1.54%
Risk: Customer A represents 35.8% of revenue. Loss would be catastrophic given fixed-cost operating leverage.
Pan-United Corporation Ltd P52
S$1.19
+42%
B+DIV: 2.5%
Risk: Construction cycle downturn - revenue fell 47% in 2020 COVID; Singapore construction demand will inevitably moderate
Tianjin Pharmaceutical Da Ren Tang Group Corporation Limited T14
SGD 3.66
-29%
B+DIV: 14.64%
Risk: SOE parent extracts value via related-party transactions
Ajinomoto Co., Inc. 2802
-30% to buy
B+DIV: 0.95%
Risk: ABF demand slowdown from semiconductor cycle correction
Marubeni Corporation 8002
-30% to buy
B+DIV: 1.79%
Risk: Commodity price crash (iron ore, copper, coal decline 30-40%)
SECOM CO., LTD. 9735
-30% to buy
B+DIV: 0.88%
Risk: DIY smart home security disrupts monitoring model
Geberit AG GEBN
CHF 515
+20%
B+DefensiveDIV: 1.97%
Risk: Extended European housing downturn
Bumitama Agri Ltd P8Z
S$1.49
-30%
B+DIV: 4.11%
Risk: CPO price collapse to MYR 2,500-3,000
MBS Inc 1401
-31% to buy
B+DIV: 0.98%
Risk: Revenue concentration -- loss of major client
Ever Glory United Holdings Limited ZKX
S$0.745
-49%
B+DIV: 0.27%
Risk: Guthrie integration failure (culture clash, management bandwidth)
OKP Holdings Limited 5CF
SGD 0.845
-35%
B+DIV: 0.71%
Risk: Gross margin reverts from 32% to historical 15-20%
Addvalue Technologies Ltd A31
SGD 0.089
-38%
B+
Risk: Inmarsat/Viasat partnership terminated or competed against
Murata Manufacturing Co., Ltd. 6981
-39% to buy
B+DIV: 1.6%
Risk: Chinese MLCC manufacturers closing quality gap -- domestic substitution rate risen from 12% to 22% since 2020, compressing commodity MLCC margins
DLocal Limited DLO
$14.05
+65%
B+Growth
Risk: Major merchant disintermediation (direct local licensing)
FANUC CORPORATION 6954
¥7,113
-41%
B+DIV: 1.44%
Risk: Manufacturing capex downturn / order cycle peak
MarcoPolo Marine Ltd 5LY
SGD 0.159
-43%
B+DIV: 1.26%
Risk: Offshore wind slowdown in Asia (policy change, tariffs, delays)
Thakral Corporation Ltd AWI
S$1.70
-4%
BDIV: 2.4%
Risk: Permanent conglomerate discount -- family control (Thakral family) means no activist pressure to close NAV gap; minority shareholders rely on family's willingness to unlock value
United Overseas Australia Ltd EH5
A$0.55
-9%
BDIV: 4.5%
Risk: Permanent value trap - 73% family control with no incentive to close 54% NAV discount
Nippon Yusen Kabushiki Kaisha (NYK Line) 9101
-11% to buy
BDIV: 3.73%
Risk: Container rate collapse & ONE profit normalisation
Asahi Group Holdings, Ltd. 2502
-12% to buy
BDIV: 3.06%
Risk: EABL acquisition failure / African market challenges
Fluor Corporation FLR
$46
+15%
BCyclical
Risk: Project execution risk - LNG Canada delays, legacy infrastructure lawsuit ($116M provision)
West Japan Railway Company 9021
¥3,354
-13.5%
BDIV: 2.8%
Risk: Japan's structural population decline (0.5-0.7% p.a.) with accelerated depopulation in rural western Japan eroding long-term passenger demand
Daiwa House Industry Co., Ltd. 1925
-15% to buy
BDIV: 2.92%
Risk: Japan demographic decline accelerates, housing starts collapse
Sekisui House, Ltd. 1928
¥3,826
-16%
BDIV: 3.8%
Risk: US housing downturn crushes MDC margins; integration fails
East Japan Railway Company 9020
-17% to buy
BDIV: 1.8%
Risk: Japan demographic decline -- population shrinking 800K/year with working-age contraction accelerating; commuter ridership will structurally decline 1-2% annually for decades
Noble Corporation plc NE
$31
+24%
BCyclicalDIV: 4.39%
Risk: 2025 utilization worse than expected (white space persists)
Julius Baer Group BAER
-21% to buy
B
Risk: Cost program fails, CIR stays >70%
Hor Kew Corporation Limited BBP
S$1.28
+28%
BDIV: 2.34%
Risk: Gross margin reversion from 40% to historical 20-25% as construction cycle turns
Canon Inc. 7751
¥4,685
-23%
BDIV: 3.4%
Risk: Structural decline in office printing accelerates
Nam Lee Pressed Metal Industries Limited G0I
S$0.72
-24%
BDIV: 4.17%
Risk: Family feud escalates - proxy fight, litigation, value destruction
IHH Healthcare Berhad Q0F
S$2.90
+32%
BDIV: 1.1%
Risk: Turkish Lira hyperinflation eroding 30% of revenue in MYR terms
UOB Kay Hian Holdings U10
S$3.14
-24%
BDIV: 3.8%
Risk: Market cyclicality - revenue/profits swing 30-40% with equity market conditions
Kansai Electric Power Company 9503
-25% to buy
BDIV: 2.2%
Risk: Nuclear accident or forced shutdown
DAI-ICHI LIFE HOLDINGS INC 8750
¥1,611
-25%
BDIV: 3.17%
Risk: Investment portfolio mark-to-market losses (equity/bond crash)
Hokuryo Co., Ltd. 1384
-29% to buy
BDIV: 0.31%
Risk: Egg price normalisation as HPAI subsides and supply recovers
Sumitomo Corporation 8053
¥6,500
-29%
BDIV: 2.15%
Risk: Commodity price crash (copper, nickel, coal decline 30-40%)
Hafary Holdings Limited 5VS
S$0.505
-31%
BDIV: 5.45%
Risk: Excessive leverage (2.1x net debt/equity) in a cyclical industry; interest coverage declining to 5.4x
Mitsubishi Electric Corporation 6503
-33% to buy
BDIV: 0.8%
Risk: Transformation stalls - operating margin plateaus at 7-8% instead of reaching 10%
Mizuho Financial Group, Inc. 8411
¥7,151
-33%
BDIV: 2.03%
Risk: BOJ reverses rate normalization or pauses at low levels, collapsing NIM expansion thesis
ValueMax Group Limited T6I
S$1.22
-34%
BDIV: 2.2%
Risk: Gold price dependency (0.8 correlation to share price, 0.96 to retail revenue) -- a gold correction from all-time highs would significantly impair earnings
Bukit Sembawang Estates Limited B61
S$5.04
-12%
B-DIV: 4%
Risk: Singapore government cooling measures (ABSD, TDSR) can collapse demand overnight
Mobileye Global Inc. MBLY
$10.50
+17%
B-Growth
Risk: Tesla FSD achieves decisive superiority
AXYZ Co., Ltd. 1381
-20% to buy
B-DIV: 2.6%
Risk: Feed cost commodity exposure - gross margins swing 570bp in a single year
HOKUTO Corporation 1379
-24% to buy
B-DIV: 2.49%
Risk: Sustained mushroom price deflation from oversupply
Isuzu Motors Limited 7202
¥2,755
-24%
B-DIV: 3.21%
Risk: Chinese EV competition disrupts Thai pickup/truck markets
JESCO Holdings Inc 1434
-30% to buy
B-DIV: 2.4%
Risk: Loss of Comsys relationship or major client
Daiwa Securities Group Inc. 8601
JPY 1,646
-33%
B-DIV: 3.5%
Risk: Deep cyclicality - revenue and earnings can decline 30-50% in bear markets; ROE swings from 3.8% to 9.4% across market cycles.
Nam Cheong Limited 1MZ
S$1.30
+53%
B-
Risk: Oil price collapse to $50-60/bbl sustained
Sumitomo Electric Industries Ltd 5802
JPY 9,748
-43%
B-DIV: 1.19%
Risk: AI/data center capex slowdown deflates narrative
Straco Corporation Limited S85
S$0.38
-16%
B-DIV: 5.26%
Risk: Concession expiry (2034-2037) with no renewal guarantee eliminates all revenue
Honda Motor Co., Ltd. 7267
-24% to buy
C+DIV: 4.42%
Risk: US tariffs persist and escalate, auto losses deepen
Dai Nippon Printing Co., Ltd. 7912
-26% to buy
C+DIV: 1.2%
Risk: Inkjet OLED deposition technology matures, bypassing FMM entirely
Kirin Holdings Company, Limited 2503
-27% to buy
C+DIV: 2.84%
Risk: Health science acquisitions fail to generate returns
Transocean Ltd RIG
$4.97
+42%
C+Cyclical
Risk: Debt service in cyclical downturn - $7.2B total debt requires continued operational execution
Nidec Corporation 6594
-35% to buy
C+DIV: 1.62%
Risk: Accounting restatements reduce reported earnings 15-25%
Oscar Health, Inc. OSCR
$16.55
+66%
C+Defensive
Risk: ACA subsidy elimination - 92% of premiums are government-subsidized APTCs expiring Dec 2025
SOFTBANK GROUP CORP 9984
-14% to buy
C
Risk: AI Winter / Arm valuation collapse (P/E from 80x to 30x)
Kyocera Corporation 6971
¥2,764
-20%
CDIV: 1.8%
Risk: Execution risk on ambitious restructuring - divesting ¥200B businesses, monetizing KDDI, investing in semiconductor capacity simultaneously under new CEO
ODP Corporation ODP
-36% to buy
CDeep Value
Risk: B2B pivot fails - Veyer growth stalls, contract losses
Chubu Electric Power Company 9502
-42% to buy
CDIV: 2.7%
Risk: Hamaoka permit permanently revoked
Global Resource Construction Ltd S3N
CDIV: 1%
Risk: Structural low margins (~4% net) -- one bad project can wipe out a year's profit
Mitsui Matsushima Holdings Co., Ltd. 1518
Asahi Kasei Corporation 3407
¥1,845
-24%
DIV: 2.2%
Astellas Pharma Inc. 4503
¥2,476
-19%
DIV: 3.15%
Shiseido Company, Limited 4911
DIV: 1.2%
Fujitsu Limited 6702
¥3,630
-20%
DIV: 1.38%
Mitsubishi Heavy Industries, Ltd. 7011
DIV: 0.48%
Mitsubishi UFJ Financial Group, Inc. 8306
¥2,968
-26%
DIV: 2.5%
NTT, Inc. 9432
¥153.3
-15%
DIV: 3.46%
KDDI Corporation 9433
DIV: 3.06%
Multi-Chem Limited AWZ
S$3.43
-14%
DIV: 7.38%
Tiong Woon Corporation Holding Ltd BQM
S$1.02
-20%
DIV: 1.7%
Food Empire Holdings Limited F03
S$3.23
-38%
DIV: 2.48%
Boustead Singapore Limited F9D
S$2.25
+7%
DIV: 3.3%
Grand Banks Yachts Limited G50
S$0.86
-24%
DIV: 1.8%
Logitech International SA LOGN
$90
-22%
DIV: 1.6%
Sing Investments & Finance Limited S35
S$1.69
-17%
DIV: 3.85%
Coliwoo Holdings Limited W8W
S$0.57
-26%
DIV: 3.51%

Rejected

41
Saudi Aramco 2222
ASpeculativeDIV: 6.5%
Risk: 98% government ownership - minority shareholders have no influence
Delta Electronics (Thailand) PCL DELTA
-82% to buy
A-
Risk: Valuation compression (P/E reverts from 139x to 30-40x)
SalMar ASA SALM
BCyclicalDIV: 4.5%
Risk: Salmon is a commodity - prices swing 30-50% on supply/demand
SEVEN AND I HOLDINGS CO LTD 3382
-23% to buy
C+DIV: 2.28%
Risk: 7-Eleven North America IPO delayed or priced below expectations
Takeda Pharmaceutical Company Limited 4502
-28% to buy
C+DIV: 3.44%
Risk: ENTYVIO biosimilar erosion faster than expected
Besterra Co., Ltd. 1433
-33% to buy
C+DIV: 1.97%
Risk: Large project cancellation/delay collapses quarterly revenue
Eisai Co., Ltd. 4523
-33% to buy
C+DIV: 3.05%
Risk: Leqembi adoption disappoints (diagnostic bottlenecks, competition from Kisunla, payer resistance)
Emperador Inc EMI
-36% to buy
C+DIV: 0.8%
Risk: Continued earnings decline as brandy faces competition and whisky confronts global headwinds
Toray Industries, Inc. 3402
-40% to buy
C+DIV: 1.5%
Risk: Carbon fiber demand slowdown (Boeing production delays, wind weakness)
Nabtesco Corporation 6268
-46% to buy
C+CyclicalDIV: 2.15%
Risk: Chinese competition commoditizing precision reducer and hydraulic equipment markets
Yukiguni Factory Co., Ltd. 1375
-63% to buy
C+DIV: 1.46%
Risk: Continued margin compression to breakeven
Sumitomo Metal Mining Co., Ltd. 5713
-68% to buy
C+DIV: 1.5%
Risk: Gold price reverts to $3,000/oz from $5,000+ (40% decline)
Tesla, Inc. TSLA
6.0%
+4.5%
C+SpeculativeOwned
Risk: Valuation assumes flawless execution of unproven ventures (robotaxi, Optimus) - 120x P/E prices in perfection
RICOH COMPANY LTD 7752
-25% to buy
CDIV: 2.72%
Risk: Office printing secular decline accelerates (AI-driven paperless)
Global Investments Limited B73
-26% to buy
CDIV: 6.25%
Risk: Credit cycle downturn would impair CLO collateral and potentially trigger AT1 write-downs. FY2022 loss of S$35M demonstrates catastrophic downside.
Merck KGaA MRK
-33% to buy
CDefensiveDIV: 2.65%
Risk: Life Science market share erosion (THO/DHR consolidation)
Nomura Holdings, Inc. 8604
-38% to buy
CDIV: 3.7%
Risk: Extreme earnings cyclicality - net income can decline 50-70% in a bear market as trading volumes collapse and deal activity freezes
Amcor PLC AMCR
-40% to buy
CDeep ValueDIV: 5.1%
Risk: Berry merger synergies disappoint by 30%+
JFE Holdings Inc 5411
-41% to buy
CDIV: 3.64%
Risk: Chinese steel export surge crushes margins further
Panasonic Holdings Corp 6752
-41% to buy
CDIV: 1.58%
Risk: Tesla customer concentration in Energy segment; Tesla diversifying battery supply chain and building in-house
Robot Home Inc. 1435
-50% to buy
CDIV: 1%
Risk: Revenue growth stalls as property sales normalise
TeleChoice International Limited T41
-58% to buy
CDIV: 0.66%
Risk: Extreme customer concentration - StarHub and U Mobile represent ~70%+ of revenue. Loss of either contract returns company to losses immediately.
Pacific Radiance Ltd RXS
-65% to buy
C
Risk: Oil price decline below $50/bbl crushes OSV demand and charter rates
AEON CO., LTD. 8267
-78% to buy
CDIV: 0.64%
Risk: Japan demographics -- population falling 600K+/year
ASL Marine Holdings A04
CDIV: 0.6%
Risk: Cyclical downturn would immediately wipe out thin profits and return to value destruction - FY2021-22 saw S$67M cumulative losses
Intel Corporation INTC
-40% to buy
DTurnaround
Risk: Intel 18A fails to reach competitive yields
First Ship Lease Trust D8DU
-48% to buy
D
Risk: Terminal fleet decline -- average vessel age ~19 years, approaching scrap age with no acquisition plan
Estee Lauder Companies EL
-72% to buy
DTurnaroundDIV: 1.23%
Risk: China prestige beauty secular decline
Sotkamo Silver AB SOSI1.HE
-79% to buy
DSpeculative
Risk: Silver price collapse to $20/oz
Patagonia Gold Corp PGDC
-88% to buy
DSpeculative
Risk: Calcatreu construction delays or cost overruns
First Majestic Silver Corp. AG
-89% to buy
DSpeculativeDIV: 0.08%
Risk: Silver price collapses to $20-22/oz range
Nissan Motor Co., Ltd. 7201
D
Risk: Chinese EV competition destroying market share in China (18% decline) and spreading globally via BYD, Geely exports
Nippon Steel Corporation 5401
-21% to buy
D+DIV: 3.77%
Risk: China overcapacity continues depressing global steel prices
Mazda Motor Corporation 7261
-35% to buy
D+DIV: 4%
Risk: US tariffs remain elevated or increase further
Mitsubishi Chemical Group Corporation 4188
DIV: 2.8%
Tokyo Electric Power Company Holdings, Inc. 9501
F
Risk: Fukushima decommissioning cost escalation (beyond JPY 23.4T)
Duty Free International Limited 5SO
DIV: 9.53%
International Cement Group Ltd KUO
Hutchison Port Holdings Trust NS8U
DIV: 8.4%
United Overseas Insurance Limited U13
DIV: 2.52%
Yangzijiang Financial Holdings Ltd YF8
DIV: 4.5%

Style Tags

Compounder
High-ROIC business that reinvests earnings at attractive rates for decades
Monopoly
Dominant market position with regulatory or structural barriers to entry
Defensive
Stable earnings through recessions; essential products or services
Dividend
Shareholder-return focus with sustainable, growing distributions
Growth
Revenue expanding rapidly; reinvesting aggressively over returning capital
Deep Value
Trading well below intrinsic value; catalyst needed to close the gap
Cyclical
Earnings swing with commodity prices or economic cycles
Turnaround
Broken business with a credible path to recovery
Speculative
High uncertainty; thesis depends on unproven assumptions
ETF
Diversified fund exposure rather than single-company risk