Stock Deep Dives

Consumer Defensive · United Kingdom · $47.7B

Diageo makes and sells alcoholic drinks: Scotch whisky, Irish stout, tequila, vodka, rum, gin, Canadian whisky, cream liqueur and Indian whisky.

13 Oct 2026

Consumer Defensive · United States · $12.1B

Brown-Forman makes whiskey, mostly Jack Daniel's, and sells it in more than 170 countries.

13 Oct 2026

Technology · Japan · $258M

Innotech sells the tools that semiconductor and electronics companies use to design, test and verify their products.

12 Oct 2026

Technology · China · $34.1B

Victory Giant makes printed circuit boards: the flat, layered slabs of fibreglass and copper that every chip is mounted on and that carry power and signals between components.

12 Oct 2026

Technology · Japan · $40.3B

Renesas designs the small chips that make electronic things behave: when to fire a fuel injector, how hard to brake a wheel, how much power to send to a GPU, when a washing machine should spin.

12 Oct 2026

Healthcare · Hong Kong · $188M

Dawnrays makes cheap copies of off-patent medicines and sells them, mostly to Chinese public hospitals. The copies are called generics.

10 Oct 2026

Industrials · United States · $7.5B

StandardAero takes apart jet and turboprop engines, fixes or replaces the worn parts, puts them back together, runs them in a test cell and returns them to the operator.

10 Oct 2026

Utilities · Malaysia · $679M

Mega First (MFCB) is a Malaysian holding company whose earnings come mostly from one hydropower plant in southern Laos.

8 Oct 2026

Financial Services · South Korea · $2.1B

iM Financial Group owns a bank in Daegu, the main city of Korea's south-east inland industrial belt, along with a group of smaller financial businesses around it.

8 Oct 2026

Technology · Singapore · $8.9B

ASMPT makes the machines that take a finished silicon chip and turn it into something that can go inside a phone, a car or an AI server.

8 Oct 2026

Basic Materials · Switzerland · $38.3B

Givaudan invents and manufactures the smell of things and the taste of things, then sells them in bulk to the companies whose brands are on the shelf. It does not make a single consumer product.

8 Oct 2026

Consumer Defensive · Hong Kong · $70M

Ming Fai makes the small things a hotel guest uses and throws away, and increasingly sells the bigger things a hotel needs to open its doors.

3 Oct 2026

Industrials · India · $111M

Gayatri Projects builds public infrastructure in India for government clients: highways, irrigation canals and dams, and rural drinking-water networks.

3 Oct 2026

Consumer Cyclical · Hong Kong · $189M

Tai Hing runs casual restaurants, mostly in Hong Kong. The flagship is a chain of siu mei cafés, serving Cantonese roast meats: char siu, roast goose, crispy pork belly and soy-sauce chicken, over ...

3 Oct 2026

Technology · Malaysia · $401M

EG Industries is a contract manufacturer. Other companies design electronic products, and EG builds them in factories in northern Malaysia and Thailand.

3 Oct 2026

Technology · Taiwan · $17.8B

Gold Circuit Electronics (GCE, 金像電子) makes printed circuit boards: the flat, layered slabs of glass-fibre laminate and copper that every electronic component plugs into.

3 Oct 2026

Consumer Defensive · Indonesia · $3.4B

Indofood makes the food that a very large share of Indonesia's 280 million people eat every day. It also controls most of the supply chain behind that food.

29 Sept 2026

Consumer Defensive · Hong Kong · $2.6B

First Pacific is a Hong Kong-listed holding company. It makes nothing and sells nothing itself.

29 Sept 2026

Consumer Cyclical · Indonesia · $541M

PT Selamat Sempurna Tbk makes the parts that keep an engine clean and cool, and it makes them mostly for engines that are already out in the world rather than engines coming off an assembly line.

25 Sept 2026

Healthcare · Poland · $784M

Synektik sells expensive, complicated medical machines to hospitals, installs them, trains the staff who use them, and then spends the next decade servicing those machines and selling the disposabl...

25 Sept 2026

Communication Services · United Kingdom · $274M

Frontier Developments builds and sells a very particular kind of video game: a management simulation in which the player is handed a blank plot of land, a set of tools, and a set of living things o...

25 Sept 2026

Healthcare · Malaysia · $69M

LAC Med sells other people's medical machines to Malaysian and Indonesian hospitals, and then makes its living from everything that has to happen around those machines.

20 Sept 2026

Technology · Malaysia · $62M

Cloudpoint Technology builds and looks after the computer plumbing that Malaysian banks run on.

20 Sept 2026

Utilities · Sweden · $127M

Eolus builds wind farms, solar farms and grid-scale batteries, and then sells them. That is the business in one sentence, and the selling is not incidental to it.

19 Sept 2026

Consumer Cyclical · Finland · $937M

Harvia makes the equipment that turns a small wooden room into a sauna, and increasingly it makes the room too.

19 Sept 2026

Basic Materials · Australia · $692M

St Barbara digs gold out of the ground, refines it into bars, and sells those bars at whatever the world price happens to be on the day. That is the whole business.

19 Sept 2026

Basic Materials · Japan · $72M

Daishin Chemical buys bulk industrial solvents by the tanker load - toluene, xylene, acetone, methyl ethyl ketone, ethyl acetate, isopropyl alcohol, butyl cellosolve and a few hundred others - and ...

12 Sept 2026

Utilities · Brazil · $2.1B

Alupar builds and owns the physical wires that carry electricity across Brazil and, increasingly, across the Andes. It is not a utility in the sense most people picture.

11 Sept 2026

Industrials · Malaysia · $351M

Southern Score Builders Berhad manages the construction of buildings. It does not, for the most part, physically build them.

11 Sept 2026

Healthcare · Italy · $12.3B

Recordati sells medicines. That is the whole business, and the simplicity is worth holding onto, because the company is often described in ways that obscure how straightforward its economics are.

11 Sept 2026