Thematic reports
Lithium is moving into oversupply
Demand growth will probably decelerate as subsidies are phased out. Supply should eventually react to higher prices. Estimated reading time: 14 minutes
Links
Monday morning links
Nippon Sanso, Fukuda Denshi, Asia share buybacks, 2023 box office, Japanese trading companies
Thematic reports
Asia buyback screen, 2023 version
Stocks in the Asia-Pacific that have announced share buybacks this year. Estimated reading time: 11 minutes
Thematic reports
The 2023 box office looks promising
Expect another year of recovery. Estimated reading time: 14 minutes
Links
Monday morning links
Deep-dive 2023-2, Frasers Centrepoint Trust
Deep-dives
Saramin (143240 KS)
Niche Korean software developer
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Thematic reports
Masks off!
Face masks during COVID-19 caused a mix shift from colour cosmetics to skincare. That trend could eventually reverse. Estimated reading time: 19 minutes
Links
Monday morning links
Kaspi, Xero, Rakuten, Carsales.com, Geo Energy Resources, Duratec
Portfolio
Portfolio update January 2023
Fundamentals are strong across the board but investor enthusiasm has increased, too. Estimated reading time: 19 minutes
Thematic reports
The Moody's manuals, but for Taiwan
Special post on the investable universe of Taiwanese stocks. Estimated reading time: 12 minutes
Links
Monday morning links
Haw Par Corporation, HFDC Bank, The Lottery Corporation, Fairfax India, Anycolor