Asian Century Stocks

Strategies: Cash, contrarian value investing, avoiding fast-growers & cyclicals, shorting institutional favourites, special situation investing. Estimated reading time: 11 minutes.

China's soft exit ban, Indian inflation, Uni-President China, Tencent, Nvidia, Shein

The weakness in the Japanese yen, Subaru, TSMC, 1Q22 investor letters

Ready-to-drink tea and instant noodles leader below 10x normalised EBIT

Election in the Philippines, Ten Sixty Four, Bridgewater's outlook, capital controls

Feel free to ask anything that's on your mind

China April statistics, Macau junket operators, CNOOC, industrial robots

Negative effect from US sanctions on CNOOC dissipating, crude oil prices at record levels while valuation multiples are half the global peer group's. Estimated reading time: 13 minutes.

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 the pu…

Cash-rich Philippine gold miner listed in Australia

Close to the peak of the cycle, but automotive automation equipment more promising than electronics and P/B low across the board. Estimated reading time: 13 minutes