Links
Monday morning links
Niu Technologies, Shimano, TME, Shinoken, Lee Hsien Loong's speech
Latest
Mainland China
Niu Technologies (NIU US)
Fast-growing Chinese EV scooter company expanding in China and overseas
Links
Monday morning links
Velesto Energy, TSMC, Naspers, Dusk Group, Cliff Asness, Harris Kupperman, Chinese restaurant sales
Deep-dives
Velesto Energy (VEB MK)
Forgotten Malaysian offshore drilling rig operator trading below peer multiples
Links
Monday morning links
The PRC-Taiwan conflict, BYD, Nitori, Asahi Intelligence Service, Michael Dunne, Mark Mobius, Dwight Anderson, Tom Russo
Thematic reports
10 Questions with Michael Dunne
Founder of auto advisory group ZoZoGo. Estimated reading time: 9 minutes.
Links
Monday morning links
Samsonite, Miniso, Fairfax India, July portfolio review, Charles Gave, Nick Roditi, Jeff Gundlach, Byron Wien
Portfolio
Portfolio update July 2022
Stabilisation and a new BA5 wave in Asia but probably not a big deal. Estimated reading time: 17 minutes.
The best recent posts on Asian Century Stocks
A monthly reminder of the best posts sent to paid subscribers
Deep-dives
Samsonite
The leader in the global luggage market is seeing a travel recovery take shape
Links
Monday morning links
Taste Gourmet, Li Auto, DISCO Corporation, Bresciani-Turroni, Karl Ehlerding, Jon Turek, Taiwan's 1980s bubble
Thematic reports
Interview with Herald van der Linde
Chief Asia Equity Strategist at HSBC. Listening time: 31 minutes, estimated reading time: 22 minutes.