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Global Equities

Angsana Anderson

Subscribe for 2 to 3 analyses of global SMID equities every week. Discover overlooked ideas and rethink familiar names. Published by Andrew Wong, ACA, CFA

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Substack
PricingOnly free issuesPublishesDaily
Issues67Foundeda year agoLast Issue6 days ago
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Latest Issues

NICE: Korea’s Largest Credit Bureau at 9x P/E

Last week, you highlighted a potential opportunity in NICE, South Korea’s top credit bureau. Can we even buy it?

Interactive Brokers (IBKR) just opened trading access to the Korea Exchange (KRX) this year.

Very nice. What is your recommen...

6 days ago
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3 more interesting opportunities

Every Monday, I share my first take on 3 interesting opportunities.

If you want me to dig deeper into an idea, vote for it. Use the poll at the end of this email.


A quick review

Thursday 6 August, I highlighted the potential for...

9 days ago
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Shift4: 20% growth. 7x PE. But 27% short interest

20% revenue growth over the next 2 years. Only 7x P/E.

What a bargain!

But why are so many investors betting against Shift4 Payments, Inc. ( US)?

27% of float shorted!

FOUR’s 10-K reveals 3 critical questions the bulls missed.

    • *...
12 days ago
8

CTOS Digital: Malaysia's Top Credit Bureau, a Potential Double Bagger

Last week, you highlighted a potential opportunity in CTOS Digital Berhad (CTOS MK). What have you learnt since then?

I recommend shortlisting CTOS for further research.

2 reasons:

  1. Under-recognised growth

  2. Capital returns

C...

14 days ago
8
2

3 interesting opportunities

Every Monday, I share my first take on 3 interesting opportunities.

If you want me to dig deeper into an idea, vote for it. Use the poll at the end of this email.


NICE Information Service Co., Ltd. (030190 KS)

About (7 Aug 2...

16 days ago
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  • Angsana Anderson

    Subscribe for 2 to 3 analyses of global SMID equities every week. Published by Andrew Wong, ACA, CFA. 13.8% 5-year CAGR

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