Sunny Optical Technology

Sunny Optical Technology manufactures handset camera modules, glass/plastic lenses for mobile phones and digital cameras and other optical instruments. It's the largest handset camera module supplier in China and the primary camera lens and module supplier to most handset makers in China: Xiaomi, Samsung, Huawei, Lenovo, Nokia, etc. (ok, Nokia is no longer relevant in … Continue reading Sunny Optical Technology


Minth Group

I first noticed Minth Group when I was doing stock screening in May 2014. The Company stood out in the screening because of its high margin, good ROE, good track record with steady revenue and net profit growth over the past 10 years. I thought I found another Graco (see earlier post).   Minth designs and … Continue reading Minth Group

Japan Foods Holdings

Love Japanese Food?  Ramen, sushi, sashimi, udon, yakitori, tempura, teriyaki, okonomiyaki, unagi? This post gives us a treat to Japan Foods. Japan Foods Holding (JFH) operates more than 40 Japanese restaurants in Singapore. It has 10 franchise brands from Japan, 3 self-developed brands (Japanese food) and 1 franchise brand from Malaysian (non-Japanese food).  It sub-franchises … Continue reading Japan Foods Holdings