Thematic reports
Glucose monitors will become mainstream
Continuous glucose monitors offer benefits to both diabetics and health freaks alike. Estimated reading time: 9 minutes
Latest
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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Australia/NZ
Tabcorp (TAH AU)
Australian wagering monopoly recovering from COVID-19, helped by new regulation
Links
Monday morning links 🔗
Kaveri Seed, Chinese property developers, Mark Mobius's new book