Asian Century Stocks

Deep-divesPortfolioThematic reportsLinksOtherMore

Links

Weekly newsletter with links to company reports, investment-related articles and podcasts

NewTopCommunity
The Manual Ideas’ “Best Ideas 2022 conference” is a treasure trove of stock-related write-ups. The majority of stocks discussed at the conference were…
CommentShare
Special report on cement I wrote about Philippine cement company Holcim Philippines (HLCM PM — US$676 million) Value Punks on Indian bank HDFC (HLCM PM…
CommentShare
China cut the subsidies for new energy vehicles by 30% and plans to scrap them entirely by the end of 2022. Lower subsidies will have severe…
CommentShare
This week’s Monday Morning Links became Tuesday Morning Links due to a shift in my travel schedule. But now I’m back in Singapore, well prepared for…
CommentShare
Omicron leads to mild symptoms. The hospitality rate for Omicron was 91% lower than that of Delta in South Africa. And out of those hospitalised, the…
CommentShare
Asian Century Stocks has been selected as one of 11 winners in Substack’s new “Grow Fellowship”. The fellowship means support from Substack to take…
CommentShare
CNN Greed & Fear Index reached 20 last week, a level that’s typically associated with extreme fear among investors. A VIX index of 31 also suggests that…
CommentShare
See all
Legal
Legal and Disclaimer
Important links
Access to the Telegram chat group
"I'm a new investor, where do I begin?"
The best retail broker for Asia
Resources for Asia-focused investors
Deep-dives for paid subscribers
Deep-dive 2022-1: Holcim Philippines
Deep-dive 2021-25: Hanssem
Deep-dive 2021-24: Fairwood
Deep-dive 2021-22: Daiichi Kosho
Deep-dive 2021-21: Multi Bintang
Deep-dive 2021-17: TravelSky
Deep-dive 2021-16: Jardine Cycle & Carriage
Deep-dive 2021-14: A2 Milk Company
Deep-dive 2021-13: Bloomberry Resorts
Deep-dive 2021-12: QAF
Deep-dive 2021-10: United Plantations
Deep-dive 2021-9: BAT Malaysia
Deep-dive 2021-8: Genki Sushi
Deep-dive 2021-6: China Unicom
Deep-dive 2021-5: Sanrio Company, Ltd
Deep-dive 2021-4: Ichigo Hotel REIT Investment Corporation
Deep-dive 2021-3: Malaysia Airports Holdings Berhad
Deep-dive 2021-1: Dairy Farm
Deep-dive 2020-8: Yantai Changyu Pioneer Wine
Deep-dive 2020-6: Weibo Corporation
Deep-dive 2020-5: CNOOC Ltd
Deep-dive 2020-4: SATS Ltd
Deep-dive 2020-3: Major Cineplex Group Public Co Ltd
Deep-dive 2020-1: Haw Par Corporation Ltd
© 2022 Delante Capital. See privacy, terms and information collection notice
Publish on Substack
Asian Century Stocks is on Substack – the place for independent writing