Links
Links
Asia links 26 Nov 2020: China's stockpiling of commodities, Taiwanese government bonds, Biden's impact on oil prices
Japan
Koshidaka (2157 JP)
Koshidaka Holdings (2157 JP) is a karaoke-operator run by serial entrepreneur Hiroshi Koshidaka. The man has an incredible track record and he continues to put his entire focus on the company. The main part of the business is a chain of karaoke bars run under the brand name "
Links
Asia links 19 Nov 2020: Vaccines, Chinese EV stocks, Tokyo Olympics
Links
Asia links 12 Nov 2020: China's new anti-trust law, HK's integration into the mainland, travel bubbles
Mainland China
Weibo Corporation (WB US)
Weibo Corporation (WB US) is a Chinese social media platform that reminds us of Twitter. Just like Twitter, Weibo is a public platform that influencers can use to reach their fans, for the government to reach citizens, where journalists can release their news articles and where individuals can share their
Links
Asia links 5 Nov 2020: Biden's impact on Asian stocks and geopolitics, China stockpiling commodities
Mainland China
CNOOC (883 HK)
CNOOC Ltd (883 HK) a.k.a. "China National Offshore Oil Corporation" is one of the largest oil exploration and production companies in Asia. It remains a pure play upstream oil company with a high beta to crude oil prices. Bernstein calls CNOOC "Asia's largest
Deep-dives
SATS (SATS SP)
SATS (SATS SP) is the main gateway services and airline catering provider at Singapore's Changi Airport. The company was formed as the ground handling services operator at Paya Lebar Airport for Malayan Airways, and later for Singapore Airlines after the Singapore split from Malaysia. SATS was eventually de-
Deep-dives
Major Cineplex (MAJOR TB)
Major Cineplex (MAJOR TB) is the leading cinema operator in Thailand with 815 screens in Thailand and neighbouring countries. The company is run by a hungry entrepreneur called Vicha Poolvaraluk, who built the company from scratch. He owns 30% of the shares and is said to be honest, ambitious and
Mainland China
Haier Smart Home D-Share (690D GR)
Haier Smart Home (690D GR) is one of China's largest home appliance manufacturers, offering everything from air conditioners to kitchen appliances. Since its founding in 1984, Haier Group chairman Zhang Ruimin has taken the company from a loss-making state-owned refrigerator factory into a global giant. Zhang
Haw Par Corporation (HPAR SP)
Tiger Balm is a unique consumer franchise with a legendary history. The product is used to relieve pain: headaches as well as muscle sprains and aches. And Haw Par's distinctive packaging and tiger logo has almost become associated with the product itself. Even though the product was invented