Portfolio
Portfolio update August 2022
Slow but steady gains as most of Asia's economies recover from COVID. Estimated reading time: 19 minutes.
Latest
Links
Monday morning links
PCAOB audits, Uni-Charm Indonesia, SoftBank, Makita, Louis-Vincent Gave, VIEs, Vivian Balakrishnan, Jim Grant
Deep-dives
Uni-Charm Indonesia mid-2022 update
Margin pressure from higher oil price, otherwise on track. Estimated reading time: 11 minutes
Links
Monday morning links
Niu Technologies, Shimano, TME, Shinoken, Lee Hsien Loong's speech
Mainland China
Niu Technologies (NIU US)
Fast-growing Chinese EV scooter company expanding in China and overseas
Links
Monday morning links
Velesto Energy, TSMC, Naspers, Dusk Group, Cliff Asness, Harris Kupperman, Chinese restaurant sales
Deep-dives
Velesto Energy (VEB MK)
Forgotten Malaysian offshore drilling rig operator trading below peer multiples
Links
Monday morning links
The PRC-Taiwan conflict, BYD, Nitori, Asahi Intelligence Service, Michael Dunne, Mark Mobius, Dwight Anderson, Tom Russo
Thematic reports
10 Questions with Michael Dunne
Founder of auto advisory group ZoZoGo. Estimated reading time: 9 minutes.
Links
Monday morning links
Samsonite, Miniso, Fairfax India, July portfolio review, Charles Gave, Nick Roditi, Jeff Gundlach, Byron Wien
Portfolio
Portfolio update July 2022
Stabilisation and a new BA5 wave in Asia but probably not a big deal. Estimated reading time: 17 minutes.
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