Thematic reports
Variant view: Japan's coming tourism boom
Japan's border is opening up and the weak yen will help, too. Estimated reading time: 12 minutes
Links
Monday morning links
Kansai Electric Power, JR Central, August portfolio update, Kyle Bass, Niall Ferguson
Japan
Kansai Electric Power (9503 JP)
Nuclear reactor restarts to be completed by the summer of 2023
Portfolio
Portfolio update August 2022
Slow but steady gains as most of Asia's economies recover from COVID. Estimated reading time: 19 minutes.
Links
Monday morning links
PCAOB audits, Uni-Charm Indonesia, SoftBank, Makita, Louis-Vincent Gave, VIEs, Vivian Balakrishnan, Jim Grant
Indonesia
Uni-Charm Indonesia mid-2022 update
Margin pressure from higher oil price, otherwise on track. Estimated reading time: 11 minutes
Links
Monday morning links
Niu Technologies, Shimano, TME, Shinoken, Lee Hsien Loong's speech
Mainland China
Niu Technologies (NIU US)
Fast-growing Chinese EV scooter company expanding in China and overseas
Links
Monday morning links
Velesto Energy, TSMC, Naspers, Dusk Group, Cliff Asness, Harris Kupperman, Chinese restaurant sales
Deep-dives
Velesto Energy (VEB MK)
Forgotten Malaysian offshore drilling rig operator trading below peer multiples
Links
Monday morning links
The PRC-Taiwan conflict, BYD, Nitori, Asahi Intelligence Service, Michael Dunne, Mark Mobius, Dwight Anderson, Tom Russo
Thematic reports
10 Questions with Michael Dunne
Founder of auto advisory group ZoZoGo. Estimated reading time: 9 minutes.