The Manual Ideas’ “Best Ideas 2022 conference” is a treasure trove of stock-related write-ups. The majority of stocks discussed at the conference were…
The best-run conglomerate in Hong Kong at a ~50% NAV discount
A list of the best resources available for investors in the region
Special report on cement I wrote about Philippine cement company Holcim Philippines (HLCM PM — US$676 million) Value Punks on Indian bank HDFC (HLCM PM…
Estimated reading time: 19 mins
The highest-quality cement producer in Asia trading at a decade low valuation
China cut the subsidies for new energy vehicles by 30% and plans to scrap them entirely by the end of 2022. Lower subsidies will have severe…
Estimated reading time: 4 minutes
Dear subscriber, Here is a short survey that you can use to communicate your thoughts about Asian Century Stocks. I will collect your feedback to help…
On the book "The Model: 37 years investing in Asian equities"; reading time: 16 mins
This week’s Monday Morning Links became Tuesday Morning Links due to a shift in my travel schedule. But now I’m back in Singapore, well prepared for…