Links
Monday morning links
Special edition with links related to the war in Ukraine
Portfolio
Portfolio update February 2022
No major impact from the war in Ukraine. Estimated reading time: 10 minutes
Thematic reports
A 360 degree view on Thai small-caps
Pon Van Compernolle's new book "360 Thailand", est. reading time: 15 minutes
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
Thematic reports
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