Deep-dive 2022-23: Delta Djakarta
Indonesia’s second-largest beer producer set to benefit from re-opening
Latest
Variant view: Japan's coming tourism boom
Japan's border is opening up and the weak yen will help, too. Estimated reading time: 12 minutes
Monday morning links
Kansai Electric Power, JR Central, August portfolio update, Kyle Bass, Niall Ferguson
Deep-dive 2022-22: Kansai Electric Power (9503 JP)
Nuclear reactor restarts to be completed by the summer of 2023
Portfolio update August 2022
Slow but steady gains as most of Asia's economies recover from COVID. Estimated reading time: 19 minutes.
Monday morning links
PCAOB audits, Uni-Charm Indonesia, SoftBank, Makita, Louis-Vincent Gave, VIEs, Vivian Balakrishnan, Jim Grant
Uni-Charm Indonesia mid-2022 update
Margin pressure from higher oil price, otherwise on track. Estimated reading time: 11 minutes
Deep-dive 2022-21: Niu Technologies
Fast-growing Chinese EV scooter company expanding in China and overseas
Monday morning links
Velesto Energy, TSMC, Naspers, Dusk Group, Cliff Asness, Harris Kupperman, Chinese restaurant sales
Deep-dive 2022-20: Velesto Energy
Forgotten Malaysian offshore drilling rig operator trading below peer multiples
Monday morning links
The PRC-Taiwan conflict, BYD, Nitori, Asahi Intelligence Service, Michael Dunne, Mark Mobius, Dwight Anderson, Tom Russo
10 Questions with Michael Dunne
Founder of auto advisory group ZoZoGo. Estimated reading time: 9 minutes.
Monday morning links
Samsonite, Miniso, Fairfax India, July portfolio review, Charles Gave, Nick Roditi, Jeff Gundlach, Byron Wien
Portfolio update July 2022
Stabilisation and a new BA5 wave in Asia but probably not a big deal. Estimated reading time: 17 minutes.
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