Recommendations of other Substacks
The top finance related Substacks out there
Latest
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
Links
Monday morning links
Nippon Sanso, Metals X, Japan Reliance Service Corporation
Thematic reports
Who benefits from the weak yen?
An attempt to identify the stocks that will benefit from the weak yen. Estimated reading time: 16 minutes
Links
Monday morning links
VTech, Chang'an Automobile, Value Partners, Nihon Falcom
Deep-dives
VTech (303 HK)
Scrappy, minority-friendly Hong Kong electronics manufacturer at 7.4x P/E and 13.2% dividend yield
Links
Monday morning links
Alibaba, Softbank, CITIC, Malaysian Smelting Corporation
Thematic reports
Introduction to Asia's fertiliser industry
Halfway through a fertiliser bull market. Valuations multiples differ from country to country. Estimated reading time: 22 minutes
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