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Ask Me Anything on Asian equities
Feel free to ask anything that's on your mind
Michael Fritzell
5 hr ago
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Ask Me Anything on Asian equities
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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…
Michael Fritzell
May 18
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CNOOC: 2022 update
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Monday morning links
China's soft exit ban, Indian inflation, Uni-President China, Tencent, Nvidia, Shein
Michael Fritzell
May 16
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Monday morning links
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Deep-dive 2022-13: Uni-President China
Ready-to-drink tea and instant noodles leader below 10x normalised EBIT
Michael Fritzell
May 15
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Deep-dive 2022-13: Uni-President China
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Monday morning links
Election in the Philippines, Ten Sixty Four, Bridgewater's outlook, capital controls
Michael Fritzell
May 9
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Monday morning links
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Deep-dive 2022-12: Ten Sixty Four
Cash-rich Philippine gold miner listed in Australia
Michael Fritzell
May 8
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Deep-dive 2022-12: Ten Sixty Four
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Battling a bear market
Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing…
Michael Fritzell
May 6
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Battling a bear market
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Monday morning links
The weakness in the Japanese yen, Subaru, TSMC, 1Q22 investor letters
Michael Fritzell
May 2
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Deep-dive 2022-11: Subaru
Niche Japanese automaker benefitting from a weak yen and easing of supply chains issues
Michael Fritzell
May 1
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Deep-dive 2022-11: Subaru
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Portfolio update April 2022
Portfolio up somewhat thanks to Singapore / Indonesia exposure. Estimated reading time: 13 minutes.
Michael Fritzell
Apr 27
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Portfolio update April 2022
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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…
Michael Fritzell
Apr 25
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Mapping the Asian airport sector
Airport stocks aren't cheap but Southeast Asian air travel is in recovery mode. Estimated reading time: 23 mins
Michael Fritzell
Apr 24
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Mapping the Asian airport sector
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