Monday morning links
Monday morning links
Nippon Sanso, Fukuda Denshi, Asia share buybacks, 2023 box office, Japanese trading companies
Abilitato with an update on industrial gas maker Nippon Sanso (🇯🇵 4091 JP－US$7.4 billion) (german language)
Undervalued Japan on medical equipment maker Fukuda Denshi (🇯🇵 6960 JP－US$1.3 billion)
(estimated reading time) ($ = behind paywall)
I did a screen of companies in Asia with recent share buybacks (11 mins) ($)
I wrote about the 2023 box office and the universe of cinema stocks (14 mins)
Horos Asset Management’s 4Q2022 report with a discussion on their Asian sub-portfolio, which includes Sun Hung Kai & Co, Tai Cheung, etc. (28 pages)
Polen Global Emerging Market Growth fund’s 4Q2022 letter on BCA, Yili, Tingyi, Nagacorp, and more (6 pages)
Value Punks with a deep-dive on the Japanese trading companies (22 mins)
Jesper Kroll on new BoJ governor Ueda (5 mins)
Asia Sentinel: Vietnam rises as Korea’s new economic partner (4 mins)
Sam Olsen on PRC influence in Southeast Asia (21 mins)
Zongyuan Zoe Liu: Beijing needs to junk its economic playbook (10 mins)
Andrew Batson on Xi’s recent policy reversals (5 mins)
Aswath Damodaran on Adani Group (20 mins)
Chris Leithner: Global energy transition: factor or fiction? (17 mins)
(listening time)
Travis Lundy on the fall of India’s Adani Group (50 mins)
Kazuyoshi Nakazato on Japan’s e-commerce market (21 mins)
Peter Douglas on the Japanese hospitality industry (40 mins)
HSBC Head of Asia FX research Joey Chew on flows into Asia (16 mins)
Raghav Kapoor of Smartkarma on what he learnt investing in biotech (35 mins)
Segra’s Adam Rodman on the global uranium market (52 mins)
Thank you for reading 🙏
Click the button below to get access to the best Substack about Asia-Pacific value stocks. You’ll get 20 deep dive reports per year, portfolio updates and intelligent commentary.
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers, including whether any investment suits your specific needs. From time to time, I may have positions in the securities covered in the articles on this website.