Links
Monday morning links
VTech, Chang'an Automobile, Value Partners, Nihon Falcom
Latest
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
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Thematic reports
Borrowing ideas from funds, part 5
Estimated reading time: 23 minutes
Links
Monday morning links
Koito Manufacturing, Prosus, Yodogawa Steelworks, Pentamaster International
Japan
Koito Manufacturing (7276 JP)
An automotive volume proxy that will benefit from any easing of the chip shortage
Changes to the publication
Five changes coming to the publication
Portfolio
Portfolio update September 2022
The USD wrecking ball destroying all gains. Estimated reading time: 15 minutes.
Links
Monday morning links
Anicom, the automotive chip crisis, Jeff Gundlach, Stan Druckenmiller, Chris Redl
Thematic reports
Variant view: The automotive chip shortage is over
The prime beneficiaries will be volume proxies such as Japanese auto parts suppliers. Estimated reading time: 13 minutes