Thematic reports
2022 recap
30 Asian value stocks - each with their own stories. Estimated reading time: 23 mins
Links
Monday morning links
LG Household & Health, Naver, Nitto Kohki and more
Season's Greetings
Links
Monday morning links
TSMC, China Jushi, Far East Consortium, 111 Inc, Asian spin-offs, Indonesia's new criminal code
Thematic reports
Eight spin-offs
Only available to paid subscribers. Estimated reading time: 21 mins
Indonesia
Indonesia's new criminal code threatens liberty
Another country descending into authoritarianism. Estimated reading time: 8 minutes
Links
🔗 Monday morning links
Cafe de Coral, glucose monitors, Turtles Substack, Felix Zulauf, Jeff Gundlach
Deep-dives
Café de Coral (341 HK)
Hong Kong’s leading local fast-food chain seeing light at the end of the COVID tunnel
Thematic reports
Glucose monitors will become mainstream
Continuous glucose monitors offer benefits to both diabetics and health freaks alike. Estimated reading time: 9 minutes
Links
Monday morning links 🔗
CEL Corporation, China's zero-COVID policy, November 2022 portfolio review
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Mainland China
Variant view: China's zero-COVID policy is dead
Consumer companies benefit from China living with endemic COVID. Estimated reading time: 16 minutes