@wsk20 @Nyago I'm studying some SGX names to gain an exposure to exactly that quote you just gave!

$SGX-F34 WILMAR Int comes to mind. It was something that I completely missed out on. It was a glaring buy post Yihai Kerry Arawana IPO, which totally unlocked value. IPO price around RMB 25, Opened at RMB 50, currently around RMB 80!

Another SGX name I'm looking at is $SGX-D03 DEL MONTE Pacific. My family consumes its ketchup alot of times, and it's been a big beneficiary of "Cooking From Home" theme

Recent quarterly result shows strong growth and sustainability, with net profit 4 fold YoY. They also reduced debt significantly from 3+x to equity to 2+x to equity. Another big angle to play this is also similar to Wilmar case - the unlocking of 88% owned Del Monte Phillilines via IPO. Last year they sold 12% of the stake for USD$120m, valuing it at USD$1B. Compare that to the company's current valuation of SGD500m! Of course we dont know how the balance sheet of the unit will look like but still interesting!

Do let me know what you think!