Asian Century Stocks

Share this post

Monday morning links

www.asiancenturystocks.com
Links

Monday morning links

Michael Fritzell
May 17, 2021
1
Share this post

Monday morning links

www.asiancenturystocks.com

The COVID-19 infection rate is getting out of control in Singapore, Taiwan and Vietnam.

Indian variant B.1.617 seems a lot more transmissible, can also infect vaccinated individuals and can also lead to symptomatic infections among children.

New lockdowns in Singapore and Taiwan led their stock markets into a tailspin. Transport stocks and banks suffered while grocery stocks rallied.

Chinese housing prices grew at the fastest pace in eight months at 0.48% MoM, compared to 0.41% MoM as speculators try to hedge themselves against rising global inflation.

The Hong Kong government has unveiled a REIT subsidy plan to compete with Singapore’s and Japan’s REIT markets.

Commodity prices are starting to fall back to earth, and many are asking themselves whether it’s driven by a peak in China’s credit cycle. Or is China’s stockpiling of commodities decelerating?


Company-specific reports

  • I did a deep-dive on Malaysian palm oil company United Plantations (KLSE:UPL — US$1.4 billion) ($)

  • The Value Investing Substack on Malaysian oil company Hibiscus Petroleum Berhad (KLSE:HIBISCS — US$318 million)

  • Wickhams Hill Capital on Steel Pipe Industry Industry of Indonesia (IDX:ISSP — US$137 million)

  • NipponNuggets on high-flying Japanese enterprise software stock V-Cube (KLSE:HIBISCS — US$604 million)

  • Undervalued Japan on Fukuda Denshi (JASDAQ:6960 — US$604 million)

  • Pembridgecap gives a bullish account of Nintendo (TSE:7974 — US$67 billion)

  • Blue Orca Capital claims So-Young International (NASDAQ:SY — US$541 million) is faking its accounts


Long-form writing

  • I wrote a post about how East Asian countries developed and what it might imply for stock selection

  • I wrote another post about insider buying trends across Asia: what countries, what sectors and what companies are seeing the most insider buying ($)

  • Discussion on Southeast Asian entrepreneurship in Hayden Capital’s 1Q21 letter

  • Open Insights is not convinced that inflation is transitory

  • Glenn Chan makes the case that vaccinations might not solve COVID-19

  • Financial Times: Tether is backed by only 2.9% reserves

  • Chinese state media makes a 180 turn and becomes positive about Tesla

  • Sign of the times: hottest job for young Chinese is to become civil servants

  • American Chamber of Commerce says US companies in China are being discriminated against

  • Hong Kong’s government freezes opposition leader Jimmy Lai’s assets

  • 40% of expats in AmCham survey respondents say they will leave Hong Kong

  • Nikkei on South Korea’s booming IPO market

  • The story of the failure of Philippines first unicorn company Revolution


Podcasts and videos

  • Asia Matter podcast on Biden’s first 100 days (48 mins)

  • China Tech Investors on China’s nascent semiconductor industry (1:06 hours)

  • The Economist Radio on China’s population census (23 mins)

  • The Little Red Podcast discussing China’s global propaganda push (52 mins)

  • Poly Matter discusses China’s Wolf Warrior Diplomacy (19 mins)

  • Arjun Murti painting a realistic picture of the renewables industry (1:06 hours)

  • Jeffrey Gundlach is worried about inflation (19 mins)

  • Dan Sundheim at Sohn 2021 (37 mins)

  • Bill Ackman interviewed by the Wall Street Journal (30 mins)

  • Stanley Druckenmiller is bearish on the US Dollar (11 mins)


Chart of the week – Tech ETF market share has started to drop


Sign up for over 20 deep-dive reports on Asian stocks per year and full disclosure of my personal portfolio.


Thanks for reading, and I wish you a great week ahead!

Share this post

Monday morning links

www.asiancenturystocks.com
Previous
Next
Comments
TopNewCommunity

No posts

Ready for more?

© 2023 Delante Media Pte Ltd
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing