Visional (4194 JP)
Visional, a Japanese HR‑tech firm valued at roughly $1.9 billion, evolved from the BizReach platform founded by Soichiro “Swimmy” Minami. The service hosts over three million candidate profiles in a private, subscription‑based database, charging users about $30 per month and taking a 15 % cut of the first year’s salary for successful hires. Its pay‑to‑play model creates a high signal‑to‑noise environment, appealing to Japanese employers wary of sharing personal data on open networks. The company is positioned as a catalyst in the broader shift from traditional job boards toward direct scouting solutions.
The Hour Glass (HG SP)
The Hour Glass (HG SP), Singapore’s premier luxury watch retailer, posted a robust fourth‑quarter 2025 earnings report, highlighting a 12% year‑over‑year revenue increase. The company expanded its physical footprint with three new stores in key Southeast Asian markets while digital...
Update: Casio (6952 JP)
Casio (6952 JP) is entering a turnaround phase, now trading at a 1.0× enterprise‑value‑to‑sales multiple. The valuation suggests the market sees modest growth potential after recent operational improvements. Management has outlined cost‑cutting measures, new product launches in the G‑Shock line, and...
Carabao (CBG TB)
Carabao Energy Drink (CBG TB) is being touted as Thailand’s equivalent to Monster Beverage, trading at roughly 12 times forward earnings. The forward P/E of 12× is well below the global energy‑drink peer average, indicating a potential valuation discount. Carabao commands about...
E Ink (8069 TT)
E Ink remains the unrivaled supplier of e‑paper displays, controlling virtually the entire global market. The company trades at a lofty 16× price‑to‑earnings multiple, reflecting investor optimism despite modest growth. A breakthrough colour‑display technology is poised to expand its addressable...