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
Latest
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
Battling a bear market
Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing. Estimated reading time: 11 minutes.
Deep-dive 2022-11: Subaru
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Portfolio update April 2022
Portfolio up somewhat thanks to Singapore / Indonesia exposure. Estimated reading time: 13 minutes.
Monday morning links
Indonesia's palm oil export ban, Nvidia, Asian airports, fund holdings review
Mapping the Asian airport sector
Airport stocks aren't cheap but Southeast Asian air travel is in recovery mode. Estimated reading time: 23 mins
Monday morning links
COVID restrictions easing, Chinese credit growth, Asian ETFs, Coupang, Keepers Holdings, Isamu Paint