Asian Century Stocks

Share this post

Monday morning links

www.asiancenturystocks.com
Links

Monday morning links

MacroAsia, Sunnexta Group

Michael Fritzell
May 15, 2023
12
2
Share
Share this post

Monday morning links

www.asiancenturystocks.com
Sunnexta Group employees

($ = behind a paywall)

  • Yesterday, I wrote about Philippine aviation services company MacroAsia (🇵🇭 MAC PM - US$161 million) ($)

  • Kenkyo Investing on Japanese property management company Sunnexta Goup (🇯🇵 8945 JP - US$80 million)


(estimated reading time)

  • I wrote an introduction to the value-with-a-catalyst investment strategy (21 mins)

  • I wrote about the rebound in China’s economy in a short interview with the Investment Talk newsletter (9 mins)

  • Andrew Batson: Xi’s new growth synthesis (7 mins)

  • Asia Sentinel: Why I am giving up writing about Hong Kong politics (4 mins)

  • Wang Xiangwei: Hong Kong is back but concerns about its future remain (4 mins)

  • Fredrik Ökvist on the results from recent the PCAOB audits (3 mins)

  • Richard Katz on how China is about to pass Japan in auto exports (7 mins)


(listening time)

  • Wall Street Journal on China’s crackdown on foreign consulting firms (16 mins)

  • Michael Pettis discussing China’s economic growth model (1:12 hours)

  • Short-selller Siegfried Eggert on Chinese stocks (22 mins)

  • Marketing executive Jacob Cooke on Japan’s e-commerce market (32 mins)

  • Asianometry on the rise of Korean shipbuilding (18 mins)

  • Allocators Asia on the history of Samsung Electronics (15 mins)


The China consumer confidence index is ticking up slowly. Source: Bloomberg, China Charts

Enjoyed this post? Consider a free trial, giving you instant access to deep-dive reports, thoughtful commentary and access to my Asia-focused portfolio:

Get 30 day free trial


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.

12
2
Share
Share this post

Monday morning links

www.asiancenturystocks.com
Previous
2 Comments
Conor Mac
Writes Investment Talk
May 15Liked by Michael Fritzell

Appreciate you sharing your commentary as always Michael!

Expand full comment
Reply
1 reply by Michael Fritzell
1 more comment…
Top
New
Community

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