Thematic reports
Inflation-protection provisions are inadequate
Thoughts on inflation inspired by Mark Mobius's new book. Estimated reading time: 18 minutes
Latest
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
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