Monday morning links
Yesterday, I published a deep-dive report on Japanese auto parts supplier Koito Manufacturing. Koito is the world’s largest producer of…
Deep-dive 2022-25: Koito Manufacturing
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Portfolio update September 2022
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Monday morning links
I spent much of last week writing a commentary on the automotive chip shortage and how it will affect the…
Variant view: The automotive chip shortage is over
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Monday morning links
I just published a report on Hong Kong conglomerate Swire Pacific’s B-share. The company owns commercial properties in Hong Kong…
Deep-dive 2022-24: Swire Pacific B-share
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Monday morning links
Last Wednesday, I published a post about an upcoming tourism boom in Japan. And since that post, the Japanese government…
Deep-dive 2022-23: Delta Djakarta
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Variant view: Japan’s coming tourism boom
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Monday morning links
Yesterday, I published a report on Japanese electric utility Kansai Electric Power. Nuclear power plants in Japan were shut down…
Deep-dive 2022-22: Kansai Electric Power
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained…
Portfolio update August 2022
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Monday morning links
There’s hope that a new deal between US and Chinese regulators will help US-listed Chinese companies avoid forced delistings. I’m…
Uni-Charm Indonesia mid-2022 update
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Monday morning links
Yesterday, I published a report on the Chinese electric scooter company Niu Technologies. It dominates the lithium-ion scooter category in…
Deep-dive 2022-21: Niu Technologies
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained…
Monday morning links
Yesterday, I published a report on Malaysian offshore drilling contractor Velesto Energy. The company owns six jack-up rigs used to…
Deep-dive 2022-20: Velesto Energy
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained…
Monday morning links
China’s People’s Liberation Army is planning to conduct military exercises around Taiwan on a continuous basis for the foreseeable future.…
10 Questions with Michael Dunne
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Monday morning links
I wrote a report on Hong Kong-listed luggage manufacturer Samsonite, which owns the brand names “Samsonite” and “Tumi”. Alt-data is…
Portfolio update July 2022
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Deep-dive 2022-19: Samsonite
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained…
Monday morning links
My post on Bresciani-Turroni’s The Economics of Inflation summarises a 400-page book on Germany’s hyperinflation into a 24-minute post. You…
Interview with Herald van der Linde
I had the pleasure of interviewing Herald van der Linde, Chief Asia Equity Strategist at HSBC who has worked in…
Post-war Germany’s lessons on inflation
Costantino Bresciani-Turroni was an Italian economist that lived between 1882 and 1963. He’s famous for being an anti-fascist intellectual and…
Taste Gourmet meeting notes
Singapore-based investment research platform Smartkarma was kind enough to invite me to a 1-1 meeting with Hong Kong-based Taste Gourmet’s…
Monday morning links
Yesterday, I published an update to my 2021 report on Malaysian palm oil company United Plantations. I also interviewed Kenkyo…
United Plantations 2022 update
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