East Asia Stock Insights

August 2025

Carlit Co Ltd (4275)

Niche monopoly defense player at 4.5x EV/EBIT

Aug 20, 2025 • East Asia Stock Insights

37

1

July 2025

2025-Q2 portfolio update

Solid quarter, staying cautious

Jul 22, 2025 • East Asia Stock Insights

16

June 2025

Air Water (4088)

The last bargain industrial gas company?

Jun 30, 2025 • East Asia Stock Insights

19

2

April 2025

2025-Q1 portfolio update

Pivot to Asia

Apr 27, 2025 • East Asia Stock Insights

6

2

2

IHI Corp (7013) - Part 2

Aligning with Japan's most critical needs: defense and energy security

Apr 13, 2025 • East Asia Stock Insights

9

2

IHI Corp (7013) - Part 1

Japan's leading aerospace conglomerate follows the "Hitachi playbook" to unlock value

Apr 2, 2025 • East Asia Stock Insights

8

March 2025

Toyota Industries Corp (6201)

Capitalizing on the Toyota Group restructuring

Mar 10, 2025 • East Asia Stock Insights

10

1

February 2025

Japan musings

Reality check from the "Japan Optimist"

Feb 17, 2025 • East Asia Stock Insights

21

3

4

January 2025

Haier Smart Home (6690 HK)

The Chinese appliances giant winning globally

Jan 20, 2025 • East Asia Stock Insights

12

2

1

2024-Q4 portfolio update

Year-end portfolio shake-up! (6 new positions and 5 exits)

Jan 6, 2025 • East Asia Stock Insights

7

1

December 2024

Japan vs Big Tech

The "digital dependency crisis" that Japan can no longer afford to ignore

Dec 5, 2024 • East Asia Stock Insights

31

4

2