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By Michael Fritzell · Hundreds of paid subscribers
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Ask Me Anything on Asian equities
Feel free to ask anything that's on your mind
6 hr ago
5
Comment
6
CNOOC: 2022 update
Negative effect from US sanctions on CNOOC dissipating, crude oil prices at record levels while valuation multiples are half the global peer group's. Estimated reading time: 13 minutes.
May 18
3
Comment
Table of contents
A list of all previous write-ups
Oct 8, 2021
4
Comment
2
Monday morning links
China's soft exit ban, Indian inflation, Uni-President China, Tencent, Nvidia, Shein
May 16
9
Comment
Most popular
Protecting your capital during a war
21
Comment
Inside the mind of a bear
16
Comment
Singapore residential property
9
Comment
3
Battling a bear market
21
Comment
Resources for investors
13
Comment
8
Introduction to Asia-Pacific markets
18
Comment
12
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New
Community
Deep-dive 2022-13: Uni-President China
Ready-to-drink tea and instant noodles leader below 10x normalised EBIT
May 15
9
Comment
Monday morning links
Election in the Philippines, Ten Sixty Four, Bridgewater's outlook, capital controls
May 9
7
Comment
Deep-dive 2022-12: Ten Sixty Four
Cash-rich Philippine gold miner listed in Australia
May 8
2
Comment
4
Battling a bear market
Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing…
May 6
21
Comment
Monday morning links
The weakness in the Japanese yen, Subaru, TSMC, 1Q22 investor letters
May 2
10
Comment
Deep-dive 2022-11: Subaru
Niche Japanese automaker benefitting from a weak yen and easing of supply chains issues
May 1
2
Comment
Portfolio update April 2022
Portfolio up somewhat thanks to Singapore / Indonesia exposure. Estimated reading time: 13 minutes.
Apr 27
5
Comment
Monday morning links
Indonesia’s palm oil ban Punchcard Investor on Nvidia (part 1) (NVDA US — US$489 billion) (estimated reading time) I wrote a comprehensive report on the…
Apr 25
8
Comment
1
See all
Most popular
Protecting your capital during a war
21
Comment
Inside the mind of a bear
16
Comment
Singapore residential property
9
Comment
3
Battling a bear market
21
Comment
Resources for investors
13
Comment
8
Introduction to Asia-Pacific markets
18
Comment
12
See all popular
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Deep-dives for paid subscribers
Deep-dive 2022-3: MAP Aktif Adiperkasa
Deep-dive 2022-1: Holcim Philippines
Deep-dive 2021-25: Hanssem
Deep-dive 2021-24: Fairwood
Deep-dive 2021-22: Daiichi Kosho
Deep-dive 2021-21: Multi Bintang
Deep-dive 2021-17: TravelSky
Deep-dive 2021-16: Jardine Cycle & Carriage
Deep-dive 2021-14: A2 Milk Company
Deep-dive 2021-13: Bloomberry Resorts
Deep-dive 2021-12: QAF
Deep-dive 2021-10: United Plantations
Deep-dive 2021-9: BAT Malaysia
Deep-dive 2021-8: Genki Sushi
Deep-dive 2021-6: China Unicom
Deep-dive 2021-5: Sanrio Company, Ltd
Deep-dive 2021-4: Ichigo Hotel REIT Investment Corporation
Deep-dive 2021-3: Malaysia Airports Holdings Berhad
Deep-dive 2021-1: Dairy Farm
Deep-dive 2020-8: Yantai Changyu Pioneer Wine
Deep-dive 2020-6: Weibo Corporation
Deep-dive 2020-5: CNOOC Ltd
Deep-dive 2020-4: SATS Ltd
Deep-dive 2020-3: Major Cineplex Group Public Co Ltd
Deep-dive 2020-1: Haw Par Corporation Ltd
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