2022 recap
30 Asian value stocks - each with their own stories. Estimated reading time: 23 mins
Latest
LG Household & Health late-2022 update (051905 KS)
Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 15 minutes
Monday morning links
TSMC, China Jushi, Far East Consortium, 111 Inc, Asian spin-offs, Indonesia's new criminal code
Eight spin-offs
Only available to paid subscribers. Estimated reading time: 21 mins
Indonesia's new criminal code threatens liberty
Another country descending into authoritarianism. Estimated reading time: 8 minutes
🔗 Monday morning links
Cafe de Coral, glucose monitors, Turtles Substack, Felix Zulauf, Jeff Gundlach
Deep-dive 2022-30: Café de Coral (341 HK)
Hong Kong’s leading local fast-food chain seeing light at the end of the COVID tunnel
Glucose monitors will become mainstream
Continuous glucose monitors offer benefits to both diabetics and health freaks alike. Estimated reading time: 9 minutes
Monday morning links 🔗
CEL Corporation, China's zero-COVID policy, November 2022 portfolio review
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Variant view: China's zero-COVID policy is dead
Consumer companies benefit from China living with endemic COVID. Estimated reading time: 16 minutes
Portfolio update November 2022
Monster results from MAP Aktif plus tailwinds from a weaker US Dollar. Estimated reading time: 25 minutes
Deep-dive 2022-29: Codan (CDA AU)
Australian metal detector producer selling ”picks and shovels in a gold rush”