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Global Equities

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

https://www.angsanaanderson.com/

Mentions94
Posts40
Latest post16 Oct 2026
B&M European Value Retail plcHow I Analyse a New Stock Within 15 Minutes-16 Oct 2026
Genting Singapore Limited6.6% Dividend Yield at Singapore's Casino Duopoly-15 Oct 2026
Genting Singapore Limited2 Attractive Opportunities-12 Oct 2026
WH Group Limited2 Attractive Opportunities-12 Oct 2026
Canada Goose Holdings Inc.2 Attractive Opportunities-12 Oct 2026
Charter Communications, Inc.How to blow up buying low P/E stocks-9 Oct 2026
Li Ning Company LimitedLi Ning: China’s Top Sportswear at ~10% FCF Yield-8 Oct 2026
Li Ning Company Limited2 Attractive Ideas Again-5 Oct 2026
ANTA Sports Products Limited2 Attractive Ideas Again-5 Oct 2026
Genting Singapore Limited2 Attractive Ideas Again-5 Oct 2026
Li Ning Company LimitedWhat I wish I knew before I started investing-2 Oct 2026
PDS LimitedWhat I wish I knew before I started investing-2 Oct 2026
Greggs plcWhat I wish I knew before I started investing-2 Oct 2026
Mortgage Advice Bureau (Holdings) plc8x PE for the UK's Top Mortgage Network-30 Sept 2026
Mortgage Advice Bureau (Holdings) plcYet Another 2 Attractive Ideas-28 Sept 2026
Dr. Martens plcYet Another 2 Attractive Ideas-28 Sept 2026
Li Ning Company LimitedYet Another 2 Attractive Ideas-28 Sept 2026
Nine Entertainment Co. Holdings LimitedBuffett is wrong. Volatility is risk-18 Sept 2026
Intertek Group plcBuffett is wrong. Volatility is risk-18 Sept 2026
Pets at Home Group PlcBuffett is wrong. Volatility is risk-18 Sept 2026
Australian Clinical Labs LimitedBuffett is wrong. Volatility is risk-18 Sept 2026
YouGov plcBuffett is wrong. Volatility is risk-18 Sept 2026
PayPal Holdings, Inc.Buffett is wrong. Volatility is risk-18 Sept 2026
CTOS Digital BerhadBuffett is wrong. Volatility is risk-18 Sept 2026
Ramsdens Holdings PLCBuffett is wrong. Volatility is risk-18 Sept 2026
Genting Malaysia BerhadBuffett is wrong. Volatility is risk-18 Sept 2026
Craneware plcBuffett is wrong. Volatility is risk-18 Sept 2026
Siltronic AGSiltronic: Reaching an inflection point-16 Sept 2026
Haidilao International Holding Ltd.2 More Attractive Ideas-14 Sept 2026
Mortgage Advice Bureau (Holdings) plc2 More Attractive Ideas-14 Sept 2026
Elan CorporationElan: Temporary headwinds, under-recognised growth and a takeover-9 Sept 2026
Elan Corporation2 Attractive Ideas-7 Sept 2026
Tuas Limited2 Attractive Ideas-7 Sept 2026
Siltronic AG2 Attractive Ideas-7 Sept 2026
Springer Nature AG & Co. KGaANine: Hidden Asset, AI Beneficiary and A Takeover-2 Sept 2026
Nine Entertainment Co. Holdings LimitedNine: Hidden Asset, AI Beneficiary and A Takeover-2 Sept 2026
Nine Entertainment Co. Holdings Limited2 Interesting Opportunities Again-31 Aug 2026
Elan Corporation2 Interesting Opportunities Again-31 Aug 2026
B&M European Value Retail plc2 Interesting Opportunities Again-31 Aug 2026
Nel ASA“Accounting is useless. Backward-looking”-28 Aug 2026
Genting Malaysia BerhadGenting Malaysia: Another Double-Bagger?-26 Aug 2026
Genting Malaysia BerhadYet Another 2 Interesting Opportunities-24 Aug 2026
Greggs plcYet Another 2 Interesting Opportunities-24 Aug 2026
Nine Entertainment Co. Holdings LimitedYet Another 2 Interesting Opportunities-24 Aug 2026
CTOS Digital BerhadNICE: Korea’s Largest Credit Bureau at 9x P/E-20 Aug 2026
NICE Information Service Co., Ltd.NICE: Korea’s Largest Credit Bureau at 9x P/E-20 Aug 2026
NICE Information Service Co., Ltd.3 more interesting opportunities-17 Aug 2026
NEXON Co., Ltd.3 more interesting opportunities-17 Aug 2026
CAB Payments Holdings plc3 more interesting opportunities-17 Aug 2026
Tuas Limited3 more interesting opportunities-17 Aug 2026
Genting Malaysia Berhad3 more interesting opportunities-17 Aug 2026
Shift4 Payments, Inc.Shift4: 20% growth. 7x PE. But 27% short interest-14 Aug 2026
Shift4 Payments, Inc.CTOS Digital: Malaysia's Top Credit Bureau, a Potential Double Bagger-13 Aug 2026
CTOS Digital BerhadCTOS Digital: Malaysia's Top Credit Bureau, a Potential Double Bagger-13 Aug 2026
NEXON Co., Ltd.3 interesting opportunities-10 Aug 2026
CTOS Digital Berhad3 interesting opportunities-10 Aug 2026
LKQ Corporation3 interesting opportunities-10 Aug 2026
LONGi Green Energy Technology Co., Ltd.3 interesting opportunities-10 Aug 2026
NICE Information Service Co., Ltd.3 interesting opportunities-10 Aug 2026
StarHub LtdStarHub: How to lose money investing in telcos-7 Aug 2026
NEXON Co., Ltd.Nexon: 11% FCF Yield, Zero Debt, and a Potential Tencent Takeover-5 Aug 2026
NEXON Co., Ltd.Yet another 3 interesting ideas-3 Aug 2026
Samsonite Group S.A.Yet another 3 interesting ideas-3 Aug 2026
Rightmove plcYet another 3 interesting ideas-3 Aug 2026
CTOS Digital BerhadYet another 3 interesting ideas-3 Aug 2026
ENN Energy Holdings LimitedENN Energy: Parent offered $80. Share price now $46-30 Jul 2026
Pets at Home Group Plc3 interesting ideas again-27 Jul 2026
ENN Energy Holdings Limited3 interesting ideas again-27 Jul 2026
SISB Public Company Limited3 interesting ideas again-27 Jul 2026
YouGov plc3 interesting ideas again-27 Jul 2026
NEXON Co., Ltd.3 interesting ideas again-27 Jul 2026
Pets at Home Group PlcPets at Home: Undervalued with a takeover catalyst?-22 Jul 2026
MegaStudyEdu Co. LtdAnother 3 interesting ideas-20 Jul 2026
ENN Energy Holdings LimitedAnother 3 interesting ideas-20 Jul 2026
GlobalData PlcAnother 3 interesting ideas-20 Jul 2026
PayPal Holdings, Inc.Another 3 interesting ideas-20 Jul 2026
Craneware plcCraneware: Good business, temporary headwinds?-15 Jul 2026
Craneware plc3 more interesting ideas-13 Jul 2026
Australian Clinical Labs Limited3 more interesting ideas-13 Jul 2026
PT Map Aktif Adiperkasa Tbk3 more interesting ideas-13 Jul 2026
Pets at Home Group Plc3 more interesting ideas-13 Jul 2026
Craneware plcIs DiDi dirt cheap at 0.4x price-to-sales?-10 Jul 2026
DiDi Global Inc.Is DiDi dirt cheap at 0.4x price-to-sales?-10 Jul 2026
PayPal Holdings, Inc.3 interesting ideas-6 Jul 2026
Craneware plc3 interesting ideas-6 Jul 2026
China Traditional Chinese Medicine Holdings Co. Limited3 interesting ideas-6 Jul 2026
Bumble Inc.The dating app that's losing its best users first-2 Jul 2026
Bumble Inc.Fu Shou Yuan: China’s largest cemetery operator suspended, and faces delisting-29 Jun 2026
Fu Shou Yuan International Group LimitedFu Shou Yuan: China’s largest cemetery operator suspended, and faces delisting-29 Jun 2026
PayPal Holdings, Inc.Block: The illusion of top-line growth-26 Jun 2026
Block, Inc.Block: The illusion of top-line growth-26 Jun 2026
Block, Inc.iFAST: Singapore’s homegrown fintech, penetrating Hong Kong and beyond-23 Jun 2026
iFAST Corporation Ltd.iFAST: Singapore’s homegrown fintech, penetrating Hong Kong and beyond-23 Jun 2026
PayPal Holdings, Inc.PayPal: Undervalued at 7.8x P/E?-19 Jun 2026