Deep-dive 2023-2
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Masks off!
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Monday morning links
Kaspi’s CEO Mikhail Lomtadze and chairman Vyacheslav Kim. Source: Kaspi Artem Fokin from Caro-Kann Capital on Kazakhstan fintech firm Kaspi…
Portfolio update January 2023
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The Moody’s manuals, but for Taiwan
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Monday morning links
Fairfax India holding Bangalore Airport’s new Terminal 2. Source: India’s Ministry of Civil Aviation Yesterday, I encountered a technical issue…
Haw Par Corporation update (HPAR SP)
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Special webinar: How you can identify fraud
On Sunday, I will hold my first-ever webinar. It will be held on YouTube as a live stream, where you…
China’s EV subsidies are going to zero
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Monday morning links
Nippon Ichi Software’s video game Disgaea. Source: NIS ($ = behind paywall) My first report of the year on a…
Deep-dive 2023-1
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Anime is hot again
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Monday morning links
Magellan Financial Group’s new CEO David George East 72’s 4Q2022 letter discussing the implosion in the share price of Australian…
Portfolio update December 2022
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China’s borders are reopening
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Monday morning links
The Investment Moats blog on Chinese brokerage firm Futu (🇨🇳 FUTU US－ US$6.1 billion), though unfortunately it does not address…
2023 predictions
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2022 recap
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Monday morning links
($ = behind paywall) I wrote an update of my report on Korean cosmetics company LG Household & Health (🇰🇷…
Season’s Greetings
https://www.asiancenturystocks.com/p/seasons-greetings
LG Household & Health late-2022 update (051905 KS)
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Monday morning links
A friend of the publication, Canadian long/short family office 0MC.co, is looking for a research analyst. Generous variable compensation. If…
Eight spin-offs
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Indonesia’s new criminal code threatens liberty
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Monday morning links
($ = behind a paywall) Asian Century Stocks on fast-food chain CafĂ© de Coral, which is likely to benefit from…
Deep-dive 2022-30: Café de Coral (341 HK)
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Glucose monitors will become mainstream
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Monday morning links đź”—
Investor optimism about a Chinese consumption recovery increased significantly over the past week, as the government downplayed the threat of…
Variant view: China’s zero-COVID policy is dead
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Portfolio update November 2022
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