Thematic reports
Links
Monday morning links
Thematic reports
"I'm a new investor. Where do I begin?"
Disclaimer: This article constitutes the author’s personal views only and is for entertainment purposes only. It is not to be construed as financial advice in any shape or form. Please do your own research and seek your own advice from a qualified financial advisor. This is a disclosure - not
Thematic reports
The Asian travel recovery trade
Japan
Genki Sushi (9828 JP)
Genki Sushi (9828 JP) is a conveyor belt (“kaiten”) sushi restaurant operator based in Utsunomiya, Japan. Genki Sushi started in 1968 by 24-year old Japanese chef Fumio Saito who came up with the concept of sushi on revolving conveyor belts. The company was listed in 1991 and now has
Links
Monday morning links
US sanction removal bets
Thematic reports
Simple tricks to spot fraud
Deep-dives
Delfi (DELFI SP)
Delfi Ltd (DELFI SP) is a Singapore-listed chocolate producer with a major presence in Indonesia as well as other Southeast Asian countries such as the Philippines and Malaysia. Delfi’s market share in Indonesia is 45%, far ahead of competitor Mayorah Indah’s 25%. Its brand names SilverQueen, Ceres,
Links
Asia links 1 Apr 2021: Xi vs Chun, Asian IPOs, Thai tourism
Links
Asia links 25 Mar 2021: Answering reader questions
Mainland China
China Unicom (762 HK)
At 0.33x EV/Sales, China Unicom (762 HK) trades at among the lowest valuation multiple of any telecom operator globally. It's the third-largest telecom operator in China, with exposure towards both wireless and fixed-line services. However, there are risks as well. The wireless telecom industry