Thematic reports
10 Questions with ChatGPT
Discussion with the AI chat bot on topics related to Asian equities
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Links
Monday morning links
Boustead Singapore, Delfi, Imagineer, lithium oversupply
Deep-dives
Boustead Singapore (BOCS SP)
Singapore small-cap conglomerate run by a legendary entrepreneur
Thematic reports
Lithium is moving into oversupply
Demand growth will probably decelerate as subsidies are phased out. Supply should eventually react to higher prices. Estimated reading time: 14 minutes
Links
Monday morning links
Nippon Sanso, Fukuda Denshi, Asia share buybacks, 2023 box office, Japanese trading companies
Thematic reports
Asia buyback screen, 2023 version
Stocks in the Asia-Pacific that have announced share buybacks this year. Estimated reading time: 11 minutes
Thematic reports
The 2023 box office looks promising
Expect another year of recovery. Estimated reading time: 14 minutes
Links
Monday morning links
Deep-dive 2023-2, Frasers Centrepoint Trust
Deep-dives
Saramin (143240 KS)
Niche Korean software developer
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Thematic reports
Masks off!
Face masks during COVID-19 caused a mix shift from colour cosmetics to skincare. That trend could eventually reverse. Estimated reading time: 19 minutes
Links
Monday morning links
Kaspi, Xero, Rakuten, Carsales.com, Geo Energy Resources, Duratec