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
Latest
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”
Dairy Farm late-2022 update (DFI SP)
Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 14 minutes
Deep-dive 2022-28: Tabcorp
Australian wagering monopoly recovering from COVID-19, helped by new regulation
Inflation-protection provisions are inadequate
Thoughts on inflation inspired by Mark Mobius's new book. Estimated reading time: 18 minutes
Shipbuilding 101 ⚓️
The shipyard industry is cyclical and competitive. But supply has shrunk significantly while demand is picking up. Estimated reading time: 24 minutes