Links
Monday morning links
Inflation pressures, LONGi Green Energy, the Asian toy industry, investing in Vietnam, Stan Druckenmiller, David Einhorn, Mark Mobius
Latest
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
Portfolio
Portfolio update May 2022
Solid contributions from Jardine C&C, CNOOC and Multi Bintang. Estimated reading time: 19 minutes
Links
Monday morning links
Japanese border reopening, FANUC, YUM China, A2 Milk, KSK, YAVB podcast
Japan
FANUC (6954 JP)
World leader in CNC devices and industrial robots to enjoy yet another cycle
Links
Monday morning links
China April statistics, Macau junket operators, CNOOC, industrial robots
Thematic reports
The industrial robot cycle
Close to the peak of the cycle, but automotive automation equipment more promising than electronics and P/B low across the board. Estimated reading time: 13 minutes
Ask Me Anything on Asian equities
Feel free to ask anything that's on your mind
Deep-dives
CNOOC: 2022 update
Negative effect from US sanctions on CNOOC dissipating, crude oil prices at record levels while valuation multiples are half the global peer group's. Estimated reading time: 13 minutes.