Mainland China
CNOOC: 2022 update
Negative effect from US sanctions on CNOOC dissipating, crude oil prices at record levels while valuation multiples are half the global peer group's. Estimated reading time: 13 minutes.
Links
Monday morning links
China's ban on non-essential overseas travel, Indian inflation, Uni-President China, Tencent, Nvidia, Shein
Mainland China
Uni-President China (220 HK)
Ready-to-drink tea and instant noodles leader below 10x normalised EBIT
What you missed from Asian Century Stocks
A monthly reminder of the best posts you've missed
Links
Monday morning links
Election in the Philippines, Ten Sixty Four, Bridgewater's outlook, capital controls
Australia/NZ
Ten Sixty Four (X64 AU)
Cash-rich Philippine gold miner listed in Australia
Thematic reports
Battling a bear market
Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing. Estimated reading time: 11 minutes.
Links
Monday morning links
The weakness in the Japanese yen, Subaru, TSMC, 1Q22 investor letters
Japan
Subaru (7270 JP)
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Portfolio
Portfolio update April 2022
Portfolio up somewhat thanks to Singapore / Indonesia exposure. Estimated reading time: 13 minutes.
Links
Monday morning links
Indonesia's palm oil export ban, Nvidia, Asian airports, fund holdings review
Thematic reports
Mapping the Asian airport sector
Airport stocks aren't cheap but Southeast Asian air travel is in recovery mode. Estimated reading time: 23 mins