Who benefits from the weak yen?
An attempt to identify the stocks that will benefit from the weak yen. Estimated reading time: 16 minutes
Latest
Deep-dive 2022-26: VTech (303 HK)
Scrappy, minority-friendly Hong Kong electronics manufacturer at 7.4x P/E and 13.2% dividend yield
Introduction to Asia's fertiliser industry
Halfway through a fertiliser bull market. Valuations multiples differ from country to country. Estimated reading time: 22 minutes
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Monday morning links
Koito Manufacturing, Prosus, Yodogawa Steelworks, Pentamaster International
Deep-dive 2022-25: Koito Manufacturing (7276 JP)
An automotive volume proxy that will benefit from any easing of the chip shortage
Portfolio update September 2022
The USD wrecking ball destroying all gains. Estimated reading time: 15 minutes.
Monday morning links
Anicom, the automotive chip crisis, Jeff Gundlach, Stan Druckenmiller, Chris Redl
Variant view: The automotive chip shortage is over
The prime beneficiaries will be volume proxies such as Japanese auto parts suppliers. Estimated reading time: 13 minutes
Monday morning links
Swire Pacific B-share, Uni-Charm Indonesia, Chinese cloud industry and Chris Wood
Monday morning links
Delta Djakarta, Ryohin Keikaku, Inabata & Co, Haier D-share, Japan's coming tourism boom