Welcome - Start Here
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I run this newsletter full time, applying more than a decade of experience investigating a wide range of issues for Fortune 500 companies, including the 1MDB saga, AML failures at Nordic banks, corporate espionage, fraud, and more recently, accidents and global fleet issues for industrials.
Our core value proposition is that we will do what LLMs cannot - visit companies and speak with staff, partners, investors, and competitors. We cover companies in Singapore construction and the Singaporean, Chinese and Japanese data center value chain. Notable examples include:
Since starting six months ago we found the following companies that went on to double:
Seikoh Giken
Union Tool
Kwan Yong Holdings
Wasion
Chongqing Machinery & Electric Co
AT&S
Aehr Test Systems
Notably these companies span Japan, Hong Kong, Europe, the US and diverse fields such as optics, PCB drills, construction, data center solutions, transformers and generators, substrates, and testing. Many have their fortunes tied to operations in our backyard (South East Asia).
Some reviews of our work:
We recognise that readers find it helpful to have a compendious update on the companies we own. We include that update below.
Japan Basket
We have a rather large following on the back of our optics heavy Japanese picks. The companies we like are:
Seikoh Giken ($6834)
Japan Electronic Materials ($6855)
Santec ($6777)
Union Tool ($6278)