Portfolio
Portfolio update June 2022
Weak monthly performance due to the falling yen and a correction in the share prices of commodity stocks. Estimated reading time: 14 minutes
Latest
Links
Monday morning links
Chinese social media censorship, Sony, LONGi Green Energy, Value Partners
Japan
Sony (6758 JP)
Japanese entertainment company with a PlayStation 5 kicker. Estimated reading time: 7 minutes.
The best recent posts on Asian Century Stocks
A monthly reminder of the best posts sent to full subscribers
Links
Monday morning links
Fed's rate hike, seven key macro trends, Dream International, JD, Grab, Meiko Network Japan
Thematic reports
Seven important macro themes
Macro themes that deserve your attention. Estimated reading time: 15 minutes
Deep-dives
Dream International (1126 HK)
World leading plush toy manufacturer with exposure to Tokyo Disneyland
Links
Monday morning links
Inflation pressures, LONGi Green Energy, the Asian toy industry, investing in Vietnam, Stan Druckenmiller, David Einhorn, Mark Mobius
Thematic reports
Mapping Asia's toy industry
Asia's toy OEMs are small but strong. Estimated reading time: 19 minutes.
Thematic reports
20 rules for investing in Vietnam
Andy Ho's guide to investing in the "Wild East". Estimated reading time: 24 minutes.
Links
Monday morning links
China's COVID-19 testing infrastructure, Kyushu Railway, Oriental Watch, May portfolio update
Japan
Kyushu Railway (9142 JP)
Railway operator and real estate developer with COVID-19 catalysts