Our new top pick in Singapore
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Dear readers,
It has been an interesting month. It turns out we started flagging AT&S earlier than SemiAnalysis and Seikoh Giken earlier than AYZ.
After a huge day in Japan today, we expect to see more interest in Asian equities, and hopefully this newsletter.
We now have a new top pick in Singapore.
In the last five months we have found great ideas in Singapore, including:
A diesel genset company supplying to the fastest growing data center market in APAC.
A cable manufacturer supplying low voltage cables to the majority of Singapore’s data centers and major infrastructure projects.
A builder with a strong track record with housing and institutional buildings.
A subcontractor that is seemingly involved in every major fab and data center project.
This is likely to be the strongest idea yet, as it may multibag by the end of the year.
It is not for everyone - it may be too small / illiquid or not accessible through your broker. Even if this is not an actionable idea for you, we think you will take something away about the industry and its outlook for the next five years.
We’ll start with the remarkable story of company’s journey, before delving into some numbers and catalysts.