Last week was Hong Kong and China, so this week is the United States.

I got to admit, it’s not easy to look for undervalued gems these days. Many of the bigger companies are now trading at very expensive valuations.

So, I have gone into the small-cap market instead to find undervalued gems in the U.S.

Before we proceed, we have some interesting content this week that might change how you think about your portfolio!

Towkay Talk

Stock Rundowns

IPOs

Cheers,
InvestKaki Team 🤜🤛

Moving on, here are the news that shocked the world…

Uber X DeliveryHero $UBER ( ▼ 0.73% ): Uber expanding? Uber has offered to acqurie Deliver Hero SE, a German delivery company for US$11.6 billion [Read More]

Ferrari $FERI ( 0.0% ): ‘Chinese Tesla knock-off’, an ultimate insult for a Ferrari car. But that’s what its EV Ferrari Luce is being labelled as it flops on its unveiling [Read More]

Abercrombie $ANF ( ▼ 6.04% ): Abercrombie & Fitch’s earnings topped expectations. Sales rose by 2%, but sales in Europe, Middle East and Africa fell by 10% due to the conflict in Iran [Read More]

Gap $GAP ( ▼ 15.4% ): Gap’s results disappointed. Sales is only up by 1% as Old Navy ‘s comparable sales only grew by 1%. Meanwhile, it has reduced guidance for the year [Read More]

Eli Lily $LLYX ( ▲ 0.62% ): Eli Lily is spending US$4 billion to buy up three vaccine developers as it seeks to expand into infectious disease - Curevo, LimmaTech Biologics and Vaccine Co [Read More]

Here are the news covering the Asia market…

Innovent Biologics: Innovent Biologics signed a US$10 billion deal with Pfizer to develop 12 early stage cancer medicines as they seek to tap China’s booming biotech industry [Read More]

Addvalue Technologies: Revenue is up by 60%, while profits have grown by 148% for full-year 2026, driven by space connectivity and advance digital radio segments [Read More]

The Hour Glass: The Hour Glass’s revenue and profits were up by 15% and 33% respectively, helped by a one-off gain of SG$20 million [Read More]

SATS: SATS reported revenue and profit growth of 9% and 17% respectively for full-year 2026, driven by strong cargo volume and ground handling and food services [Read More]

CSC Holdings: CSC Holdings revenue grew by 18.5%, while profits are up by 43% as construction demand in Singapore remains robust [Read More]

Wall Street just bet billions on a small collection of stocks.

And after a volatile first half of 2026, it looks like they’re about to shift even more.

MarketBeat’s updated 10 Best Stocks to Own in 2026 report reveals the 10 names attracting fresh capital right now.

Send My Free Report

Jeff Bezos still drove a Honda Accord in 1999

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First National Bank Alaska (FNBA) provides financial services to customers in Alaska, and mainly lends real estate loans to commercial and residential clients.

Why we like this: Valuation is slightly cheap, with price-to-earnings trading at 13.3 times compared to its industry’s average of 15.5 times. Discounted cash flow (DCF) valuation indicates a potential 22.7% undervaluation opportunity.

FNBA operates as a niche bank with a market capitalisation of US$1.1 billion, but has had stable operations over the quarters. Latest 1Q 2026 results indicate that it grew at a steady rate.

Most importantly, dividend yield is strong at 5.9%, higher than industry’s average of 2.4%.

GreenTree Hospitality Group manages hotels and restaurants in China, but is listed on the New York Stock Exchange (NYSE) with a market capitalisation of US$119 million.

Why we like this: GreenTree is currently trading at very cheap valuations with PER of 5.2 times compared to its peers’ average of 43 times. It is also trading at below its 3-year historical PER of about 11 times.

GreenTree is currently in a slump as its revenue has declined for two consecutive years. It has been trying to switch strategy to penetrate the upscale hotel and restaurant market as its mid and economy scale offerings are faltering. It might take a while for the company to get back on track but it does offer a decent risk-reward ratio here.

Dividend yield is decent at 4.7%

C&D Property Management provides property management services in China.

Why we like this: Relatively cheap PER of 9 times currently, compared to the peers’ average of 11.6 times and its 5-year historical average of 11.7 times. DCF valuation shows even more undervaluation at 42.7%.

Its dividend track record has been impressive in the past five years. Current dividend yield is at 3.7%.

Monarch Cement (MC) produces and sells portland cement in the United States.

Why we like this: Peers’ valuation is compelling. MC’s PER of 14.2 times is trading at half its peers’ average of 31.1 times.

Cement companies are seasonal and sales are weakest in Winter. However, its revenue has increased by 28% due to higher volume and selling prices, and profits are also up by 5 times. Dividend yield is low at 1.2% but has grown steadily throughout the years.

Croghan Bancshares (CB) provides commercial and retail banking to customers in Ohio.

Why we like this: PER is decently cheap at 10 times compared to peers’ average of 13.1 times. Dividend yield is also steady at 4.0%.

And that’s a wrap!

Cheers,
James Yeo~