Archive - Global Equities

3 interesting opportunities

Korea's largest credit bureau; China's largest solar manufacturer; World's top distributor of car parts

Aug 10 • Angsana Anderson

StarHub: How to lose money investing in telcos

If you don't understand this, you'll risk blowing up with telco shares

Aug 7 • Angsana Anderson

Nexon: 11% FCF Yield, Zero Debt, and a Potential Tencent Takeover

3 reasons to shortlist South Korea's largest video game maker responsible for MapleStory and Dungeon & Fighter

Aug 5 • Angsana Anderson

Yet another 3 interesting ideas

Malaysia's top credit bureau; UK's largest property website; World's largest luggage maker

Aug 3 • Angsana Anderson

July 2026

Evergrande's collapse was actually predictable

No need for site visits. Just read the annual reports.

Jul 31 • Angsana Anderson

ENN Energy: Parent offered $80. Share price now $46

Privatisation failed, but the parent can try again next year

Jul 30 • Angsana Anderson

3 interesting ideas again

Korea’s largest video game developer; UK’s top seller of proprietary data; Thailand’s largest international school

Jul 27 • Angsana Anderson

Watch this indicator for signs of AI slowdown

A leading indicator hidden in TSMC's financial statements

Jul 24 • Angsana Anderson

Pets at Home: Undervalued with a takeover catalyst?

UK’s top pet retailer & vet operator: Hidden asset; under-recognised growth; good business, temporary headwinds

Jul 22 • Angsana Anderson

Another 3 interesting ideas

Owner of proprietary healthcare data; China’s largest private gas utility; South Korea’s top private educator

Jul 20 • Angsana Anderson

No, I don’t believe SK hynix’s forecast of shortage beyond 2030

Inventory trends show shortage will likely end sooner than expected

Jul 17 • Angsana Anderson

Craneware: Good business, temporary headwinds?

Why I see an opportunity in the top healthcare software in the US

Jul 15 • Angsana Anderson

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