Monday morning links
Korean cosmetics, Century 21 Real Estate, Packer & Co and OAM Asian Recovery Fund
Latest
Deep-dive 2022-4: LG Household & Healthcare preference share
Turnaround king "Suk Cha" well placed to deal with short-term COVID problems
Monday morning links
Chinese housing, Malaysian furniture and home improvement, EV batteries and Xiaomi
The Chinese property market is turning
A new credit cycle is brewing in China, benefitting property developers. But don't expect a return to the heydays of the early 2010s. Estimated reading time: 18 minutes
Deep-dive 2022-3: MAP Aktif Adiperkasa
Indonesia’s leading sports retailer expects higher foot traffic post-COVID
Portfolio update January 2022
Omicron bloodbath - staying the course. Estimated reading time: 7 mins
Chinese supermarket wars
Troubled sector with recovery potential. Estimated reading time: 18 mins
Deep-dive 2022-2: CK Hutchison
The best-run conglomerate in Hong Kong at a ~50% NAV discount
Resources for Asia-focused investors
A list of the best resources available for investors in the region
Deep-dive 2022-1: Holcim Philippines
The highest-quality cement producer in Asia trading at a decade low valuation