Links
🔗 Monday morning links
Cafe de Coral, glucose monitors, Turtles Substack, Felix Zulauf, Jeff Gundlach
Latest
Deep-dives
Café de Coral (341 HK)
Hong Kong’s leading local fast-food chain seeing light at the end of the COVID tunnel
Thematic reports
Glucose monitors will become mainstream
Continuous glucose monitors offer benefits to both diabetics and health freaks alike. Estimated reading time: 9 minutes
Links
Monday morning links 🔗
CEL Corporation, China's zero-COVID policy, November 2022 portfolio review
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Mainland China
Variant view: China's zero-COVID policy is dead
Consumer companies benefit from China living with endemic COVID. Estimated reading time: 16 minutes
Portfolio
Portfolio update November 2022
Monster results from MAP Aktif plus tailwinds from a weaker US Dollar. Estimated reading time: 25 minutes
Links
Monday morning links 🔗
Codan, Geely, Dairy Farm International, Casio Computer
Australia/NZ
Codan (CDA AU)
Australian metal detector producer selling ”picks and shovels in a gold rush”
Deep-dives
Dairy Farm late-2022 update (DFI SP)
Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 14 minutes
Links
Monday morning links 🔗
Tabcorp, Bukalapak, Bursa Malaysia
Asian Century Stocks annual 2022 survey
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