Australia/NZ
Tabcorp (TAH AU)
Australian wagering monopoly recovering from COVID-19, helped by new regulation
Latest
Links
Monday morning links 🔗
Kaveri Seed, Chinese property developers, Mark Mobius's new book
Thematic reports
Inflation-protection provisions are inadequate
Thoughts on inflation inspired by Mark Mobius's new book. Estimated reading time: 18 minutes
Links
Monday morning links 🔗
PAX Global, October portfolio update, Asian shipbuilding
Thematic reports
Shipbuilding 101 ⚓️
The shipyard industry is cyclical and competitive. But supply has shrunk significantly while demand is picking up. Estimated reading time: 24 minutes
The best posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Expense report template
Here is a template for a request for your employer to expense a subscription to Asian Century Stocks. You can find the template on Google Docs here. Template Dear [name of manager], I’d like to expense a subscription to Asian Century Stocks. It’s a newsletter focusing on equities
Recommendations of other Substacks
The top finance related Substacks out there
Portfolio
Portfolio update October 2022
A further decline in October. Cheap stocks everywhere. Estimated reading time: 16 minutes
Links
Monday morning links
Casio Computer, Sea Limited, Hong Kong insider buying screen
Japan
Casio Computer (6952 JP)
G-Shocks have become cool, and increasingly price-competitive with the weaker yen
Hong Kong
10 Hong Kong stocks with unusual insider buying
Insider buying screen. Estimated reading time: 11 minutes