Uni-Charm Indonesia mid-2022 update
Margin pressure from higher oil price, otherwise on track. Estimated reading time: 11 minutes
Latest
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.
The best recent posts on Asian Century Stocks
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Deep-dive 2022-19: Samsonite
The leader in the global luggage market is seeing a travel recovery take shape
Monday morning links
Taste Gourmet, Li Auto, DISCO Corporation, Bresciani-Turroni, Karl Ehlerding, Jon Turek, Taiwan's 1980s bubble
Interview with Herald van der Linde
Chief Asia Equity Strategist at HSBC. Listening time: 31 minutes, estimated reading time: 22 minutes.
Post-war Germany's lessons on inflation
A summary of Bresciani-Turroni's book The Economics of Inflation. Estimated reading time: 24 minutes
Taste Gourmet meeting notes
Hong Kong multi-brand restaurant chain expanding into mainland China. Estimated reading time: 5 minutes
Monday morning links
United Plantations, Xpeng, Gogoro, Magnachip, Kenkyo Investing interview, Rob Citrone