Deep-dive 2022-25: Koito Manufacturing (7276 JP)
An automotive volume proxy that will benefit from any easing of the chip shortage
Latest
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
Deep-dive 2022-23: Delta Djakarta
Indonesia’s second-largest beer producer set to benefit from re-opening
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
