Monday morning links
Inflation pressures, LONGi Green Energy, the Asian toy industry, investing in Vietnam, Stan Druckenmiller, David Einhorn, Mark Mobius
Latest
Mapping Asia's toy industry
Asia's toy OEMs are small but strong. Estimated reading time: 19 minutes.
20 rules for investing in Vietnam
Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
Monday morning links
China's COVID-19 testing infrastructure, Kyushu Railway, Oriental Watch, May portfolio update
Deep-dive 2022-15: Kyushu Railway
Railway operator and real estate developer with COVID-19 catalysts
Portfolio update May 2022
Solid contributions from Jardine C&C, CNOOC and Multi Bintang. Estimated reading time: 19 minutes
Deep-dive 2022-14: FANUC
World leader in CNC devices and industrial robots to enjoy yet another cycle
The industrial robot cycle
Close to the peak of the cycle, but automotive automation equipment more promising than electronics and P/B low across the board. Estimated reading time: 13 minutes
CNOOC: 2022 update
Negative effect from US sanctions on CNOOC dissipating, crude oil prices at record levels while valuation multiples are half the global peer group's. Estimated reading time: 13 minutes.
Monday morning links
China's ban on non-essential overseas travel, Indian inflation, Uni-President China, Tencent, Nvidia, Shein
Deep-dive 2022-13: Uni-President China
Ready-to-drink tea and instant noodles leader below 10x normalised EBIT
Monday morning links
Election in the Philippines, Ten Sixty Four, Bridgewater's outlook, capital controls