Winners of China’s “daigou” crackdown
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Monday morning links
A Halyk Bank office building in Almaty, Kazakhstan. Source Halyk Bank ($ = behind paywall) Yesterday, I wrote a report…
Deep-dive 2023-5
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IVF
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Monday morning links
A coal mine run by Geo Energy Resources. Source: Geo Energy Group ($ = behind paywall) I wrote an update…
En-Japan update (4849 JP)
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Chinese ADRs are safe from delisting, for now
Source: Bill Petros Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed.…
Monday morning links
Fasteners used in anchor bolts, similar to the ones produced by KFC Kenkyo Investing on Japanese construction engineering company KFC…
The Japanese restaurants that will prosper beyond COVID
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10 Questions with Dmitry Baulin
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Monday morning links
A power tool from Techtronic’s brand Milwaukee. Source: Milwaukee Tools ($ = behind paywall) I wrote Deep-dive 2023-4 (🇭🇰 <US$100…
Portfolio update February 2023
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Deep-dive 2023-4
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10 Questions with ChatGPT
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Monday morning links
Chocolate bars from Delfi’s SilverQueen brand. Source: Tokopedia I wrote an introduction to mini-conglomerate Boustead Singapore (🇸🇬 BOCS SP－US$309 million)…
Deep-dive 2023-3: Boustead Singapore (BOCS SP)
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Lithium is moving into oversupply
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Monday morning links
Fukuda Denshi’s bedside monitor for home care. Source: Fukuda Denshi Abilitato with an update on industrial gas maker Nippon Sanso…
Asia buyback screen, 2023 version
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The 2023 box office looks promising
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Monday morning links
Frasers Centrepoint Trust’s shopping mall Serangoon Nex. Source: 99.co ($ = behind paywall) I published Deep-dive 2023-2, on a Korean…
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
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained…