Links
Latest
US sanction removal bets
Thematic reports
Simple tricks to spot fraud
Deep-dives
Delfi (DELFI SP)
Delfi Ltd (DELFI SP) is a Singapore-listed chocolate producer with a major presence in Indonesia as well as other Southeast Asian countries such as the Philippines and Malaysia. Delfi’s market share in Indonesia is 45%, far ahead of competitor Mayorah Indah’s 25%. Its brand names SilverQueen, Ceres,
Links
Asia links 1 Apr 2021: Xi vs Chun, Asian IPOs, Thai tourism
Links
Asia links 25 Mar 2021: Answering reader questions
Mainland China
China Unicom (762 HK)
At 0.33x EV/Sales, China Unicom (762 HK) trades at among the lowest valuation multiple of any telecom operator globally. It's the third-largest telecom operator in China, with exposure towards both wireless and fixed-line services. However, there are risks as well. The wireless telecom industry
Thematic reports
Mapping Asia's defense industry
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of
Links
Asia links 18 Mar 2021: HK farmland, Korean fintech, demographics
Links
Asia links 11 Mar 2021: NPC, Shanghai, capital flight
Japan
Sanrio (8136 JP)
Sanrio Company, Ltd (8136 JP) is a designer, licensor and producer of cute ("kawaii") consumer products. Its most popular brand name is "Hello Kitty". The company has three segments: direct product sales (with inventory risk), licensing of characters to third-parties as well as running two
Links