United Plantations 2022 update
An update to the April 2021 report on United Plantations. Estimated reading time 19 mins.
Latest
10 Questions with "Clayton"
Author of Japanese small-cap research platform Kenkyo Investing. Estimated reading time: 11 minutes.
Monday morning links
Largan Precision, Great Wall, Computer Management, vacation reading list, Packer & Co, Apollo Asia, Anne Stevenson-Yang
Deep-dive 2022-18: Largan Precision
The world's leading optical lens supplier getting ready for an iPhone upgrade
Monday morning links
June 2022 portfolio review, corp gov screen, Nintendo, Jay Newman, Calafia Beach Pundit
A technique for screening out frauds
A stock screen that combines quality and corporate governance factors. Estimated reading time: 13 minutes
Re-introduction to Asian Century Stocks
An introduction for those of you who are new to the newsletter
Portfolio update June 2022
Weak monthly performance due to the falling yen and a correction in the share prices of commodity stocks. Estimated reading time: 14 minutes
Monday morning links
Chinese social media censorship, Sony, LONGi Green Energy, Value Partners
Deep-dive 2022-17: Sony
Japanese entertainment company with a PlayStation 5 kicker. Estimated reading time: 7 minutes.
The best recent posts on Asian Century Stocks
A monthly reminder of the best posts sent to full subscribers
Monday morning links
Fed's rate hike, seven key macro trends, Dream International, JD, Grab, Meiko Network Japan
Seven important macro themes
Macro themes that deserve your attention. Estimated reading time: 15 minutes
Deep-dive 2022-16: Dream International
World leading plush toy manufacturer with exposure to Tokyo Disneyland