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Over the past month on Asian Century Stocks, I’ve published personal travel notes from Tokyo ($), a review of Trevor Sykes’ book Mining for Money, a portfolio review for June 2024 ($) and two deep-dives on Fu Shou Yuan ($) and Pacific Textiles ($). Check them out!
And now, a series of investment-related links that I think you’ll enjoy:
Moatless Musings on Kweichou Moutai (🇨🇳 600519 CH - US$264 billion)
Sweet Stocks on petrol station operator Viva Energy (🇦🇺 VEA AU - US$3.2 billion)
Robin’s Substack on furniture retailer Nick Scali (🇦🇺 NCK AU - US$824 million)
Koneko on wealth manager Noah Holdings (🇨🇳 NOAH US - US$478 million)
Altay Capital on the recent buyback in Sohu (🇨🇳 SOHU US - US$443 million)
The Compound & Fire Substack on ZIGExN (🇯🇵 3679 JP - US$397 million)
Quercus Fund on Tianjin Development (🇨🇳 882 HK - US$254 million)
Dirtcheapstocks on software developer Azeus (🇸🇬 AZEUS SP - US$225 million)
Blogger Myles Kuah on International Cement Group (🇸🇬 ICG SP - US$86 million)
Bargain Stocks Radar on San Miguel Brewery HK (🇭🇰 236 HK - US$53 million)
Walnut’s Substack on PharmX Technologies (🇦🇺 PHX AU - US$22 million)
(estimated reading time)
A deck of ideas from the Weird Shit Investing 2024 Conference (59 pages)
Harding Loevner EM Equity Fund’s 1Q2024 letter on HDFC Life etc (12 pages)
Packer & Co’s 2Q2024 letter on CNOOC, Chinese car exports, etc (6 pages)
Fascinating travel notes from Asia Frontier Capital in Turkmenistan (16 mins)
Pyramids and Pagodas travel notes from Manila: Part 1 & Part 2 (20 mins)
Leonid Mironov with some thoughts on the Chinese economy in 2024 (17 mins)
Argyle Street’s Kin Chan: Hong Kong is far from over (10 mins)
Koneko Research on cap rates for listed HK property landlords (7 mins)
Ross & Van Compernolle on opportunities in ASEAN oil & gas (6 mins)
Asian Century Stocks: updated resources for Asia-focused investors (1 min)
(listening time)
Evan Tindell on his approach to value investing, including in Japan (1:23 hours)
John Haskell on Vietnam real estate, Hong Kong-listed ESR Group (1:03 hours)
Dan Rupp of Parkway Capital on Haier Smart Home’s D-share (53 mins)
Fraser Christie of TDM Growth Partners on Mineral Resources (52 mins)
Jefferies’ Chris Wood making the case for Indian equities (48 mins)
Fidelity’s Gary Monaghan is bullish on TSMC, FPT and HDFC (42 mins)
Artisan Partners’ David Samra on where he’s finding value globally (35 mins)
Anne Stevenson-Yang on China’s economic position globally (27 mins)
Jonathan Shih of HK’s Key Rock Capital on his career, Japanese stocks (23 mins)
My favorite write-ups this month include:
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