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Jardine Cycle & Carriage (JCNC SP; “Jardine C&C”) is a holding company of the Jardine Matheson Group that focuses on consumer-related investments in Southeast Asia. Most of Jardine C&C’s NAV comes from separately listed auto manufacturer and distributor Astra International (ASII IJ). Astra is
Japan
Okamoto Industries (5122 JP) is a family-run household products and industrial materials company based in Japan. The company is best known for its condom business, which ranks as the #3 globally. The brand name is strong in Asia, where Okamoto dominates the premium segment. The operating margin for Okamoto’
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Japan
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Philippines
Bloomberry Resorts (BLOOM PM) is a Philippine casino operator. It owns the most successful casino resort in Manila’s Entertainment City, with a beautiful plot of land next to the Manila Bay. The company is run by Spanish-Filipino billionaire Enrique Razon whose port operator ICTSI compounded its share price
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QAF Limited (QAF SP) is the largest bakery company in Singapore, Malaysia and the Philippines. The company owns two major brand names called Gardenia and Bonjour and operates in the short shelf-life bread segment, supplying supermarkets, convenience stores, restaurants, etc. On 8 June 2021, QAF announced that it would
Japan
En-Japan (4849 JP) is a Japanese online recruitment company. It owns a large and growing platform for job advertisements, with a user-generated company review system that is the strongest in Japan by a factor of 10x. What makes the company stand out is its Amazon-like focus on
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United Plantations (UPL MK) is one of the best-managed oil palm plantation companies in the world. With most of its estates in the Malaysian state of Perak, United Plantations has production yields per tonne far above its Malaysian peers. And thanks to vertical integration, it has become a low-
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British American Tobacco Malaysia (ROTH MK) is Malaysia’s largest tobacco company, selling cigarettes under the Dunhill, Rothmans, Pall Mall and Peter Stuyvesant brand names. The company is a Malaysia-listed subsidiary of UK-listed tobacco giant British American Tobacco. The predecessor of the company was founded in 1912. The
Japan
Genki Sushi (9828 JP) is a conveyor belt (“kaiten”) sushi restaurant operator based in Utsunomiya, Japan. Genki Sushi started in 1968 by 24-year old Japanese chef Fumio Saito who came up with the concept of sushi on revolving conveyor belts. The company was listed in 1991 and now has