Links
Monday morning links
Kaspi, Xero, Rakuten, Carsales.com, Geo Energy Resources, Duratec
Latest
Portfolio
Portfolio update January 2023
Fundamentals are strong across the board but investor enthusiasm has increased, too. Estimated reading time: 19 minutes
Thematic reports
The Moody's manuals, but for Taiwan
Special post on the investable universe of Taiwanese stocks. Estimated reading time: 12 minutes
Links
Monday morning links
Haw Par Corporation, HFDC Bank, The Lottery Corporation, Fairfax India, Anycolor
Deep-dives
Haw Par Corporation update (HPAR SP)
COVID-19 restrictions have largely gone away and the borders have re-opened. Estimated reading time: 16 minutes
Thematic reports
Special webinar: How you can identify fraud
Planned for Sunday 22 January 2023. Estimated watching time: 45 minutes
Thematic reports
China's EV subsidies are going to zero
And regulation has been a major driver of growth. Estimated reading time: 13 minutes
Links
Monday morning links
Deep-dive 2023-1, Nippon Ichi Software, anime stocks
Mainland China
Hello Group (MOMO US)
Chinese social media company at a COVID-19 inflection point
Thematic reports
Anime is hot again
Online streaming services are creating new demand for anime. Estimated reading time: 15 minutes
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Links
Monday morning links
Magellan Financial Group, December 2022 portfolio review, China's border reopening