Links
Monday morning links
Largan Precision, Great Wall, Computer Management, vacation reading list, Packer & Co, Apollo Asia, Anne Stevenson-Yang
Taiwan
Largan Precision (3008 TT)
The world's leading optical lens supplier getting ready for an iPhone upgrade
Thematic reports
Vacation reading list for 2022
Ten books related to Asian stock markets
Links
Monday morning links
June 2022 portfolio review, corp gov screen, Nintendo, Jay Newman, Calafia Beach Pundit
Thematic reports
A technique for screening out frauds
A stock screen that combines quality and corporate governance factors. Estimated reading time: 13 minutes
Re-introduction to Asian Century Stocks
An introduction for those of you who are new to the newsletter
Portfolio
Portfolio update June 2022
Weak monthly performance due to the falling yen and a correction in the share prices of commodity stocks. Estimated reading time: 14 minutes
Links
Monday morning links
Chinese social media censorship, Sony, LONGi Green Energy, Value Partners
Japan
Sony (6758 JP)
Japanese entertainment company with a PlayStation 5 kicker. Estimated reading time: 7 minutes.
The best recent posts on Asian Century Stocks
A monthly reminder of the best posts sent to full subscribers
Links
Monday morning links
Fed's rate hike, seven key macro trends, Dream International, JD, Grab, Meiko Network Japan
Thematic reports
Seven important macro themes
Macro themes that deserve your attention. Estimated reading time: 15 minutes