Links
Monday morning links
Introduction to Asian equity markets, Uni-Charm Indonesia, ITFOR, Paxlovid approval
Deep-dives
Uni-Charm Indonesia (UCID IJ)
Indonesia’s largest baby diaper maker at 0.5x revenues
Thematic reports
Introduction to Asia-Pacific markets
The "Guide to Asia-Pacific Markets 2022" report
Links
Monday morning links
Korean cosmetics, Century 21 Real Estate, Packer & Co and OAM Asian Recovery Fund
Deep-dives
LG Household & Healthcare pref (051905 KS)
Turnaround king "Suk Cha" well placed to deal with short-term COVID problems
Links
Monday morning links
Chinese housing, Malaysian furniture and home improvement, EV batteries and Xiaomi
Mainland China
The Chinese property market is turning
A new credit cycle is brewing in China, benefitting property developers. But don't expect a return to the heydays of the early 2010s. Estimated reading time: 18 minutes
What you missed from Asian Century Stocks
Links
Monday morning links
Happy Lunar New Year and a report on Indonesian sportswear retailing
Deep-dives
MAP Aktif Adiperkasa (MAPA IJ)
Indonesia’s leading sports retailer expects higher foot traffic post-COVID
Links
Monday morning links
Zero-COVID policies, Chinese supermarkets and portfolio review
Portfolio
Portfolio update January 2022
Omicron bloodbath - staying the course. Estimated reading time: 7 mins