The best posts on Asian Century Stocks
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Expense report template
Here is a template for a request for your employer to expense a subscription to Asian Century Stocks. You can find the template on Google Docs here. Template Dear [name of manager], I’d like to expense a subscription to Asian Century Stocks. It’s a newsletter focusing on equities
Portfolio update October 2022
A further decline in October. Cheap stocks everywhere. Estimated reading time: 16 minutes
Deep-dive 2022-27: Casio Computer (6952 JP)
G-Shocks have become cool, and increasingly price-competitive with the weaker yen
10 Hong Kong stocks with unusual insider buying
Insider buying screen. Estimated reading time: 11 minutes
Who benefits from the weak yen?
An attempt to identify the stocks that will benefit from the weak yen. Estimated reading time: 16 minutes
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