Deep-dives
United Plantations 2022 update
An update to the April 2021 report on United Plantations. Estimated reading time 19 mins.
Ask Me Anything on Asian equities
Feel free to ask anything that's on your mind
Thematic reports
10 Questions with "Clayton"
Author of Japanese small-cap research platform Kenkyo Investing. Estimated reading time: 11 minutes.
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.