30 Oct 2021 | Value Investing Substack NEWS

Maphilindo by Compounding Curiosity, Asian Century Stocks analyzes Asian funds for stock ideas, China Energy by Taipology in Citywire, US Treasury 20-30 Yield Curve Inverts, Malaysia Budget 2022

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HIGHLIGHTS:

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1. China faces a cruel and dirty energy winter | CityWire - by Taipology’s Angelica Oung

Maphilindo

Borrowing ideas from funds, part 2

Class B mall in Kuala Lumpur (weekday lunchtime) doesn’t reflect the pent-up demand seen in Class A malls, in the post-covid environment

Myanmar junta bombs village

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LINKS:

Stocks & Sectors:

1. AirAsia recorded 67% load factor in 3Q (Malaysia)

2. AirAsia Group Berhad 3Q2021 Preliminary Operating Statistics (Malaysia)

3. BJCORP CEO Jalil: The removal of RPGT is beneficial to the property sector (Malaysia Real Estate)

4. China's biggest chipmaker is still years behind its global rivals (China Semicon)

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Macro:

ASEAN:

1. These companies may be subjected to the one-off 33% prosperity tax (Malaysia - Budget 2022)

2. Deloitte: Taxation on foreign sourced income a significant change and will increase tax bill of companies with overseas ops (Malaysia - Budget 2022)

3. AP: Myanmar military uses systematic torture across country (Myanmar)

4. Myanmar military shells restive town, destroying dozens of homes (Myanmar)

USA:

1. Treasury Curve Inverts at Long-End as 20-Year Yield Tops 30-Year | Bloomberg

2. 'How Can This Possibly Not Be A Bubble?' | The Felder Report

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News & Others:

1. A story of everything I had fell apart quickly since pandemic hit our nation… (Personal account of a Malaysian small business owner)

2. Most People Don’t Lie In Everyday Conversations, Except A Foul Few, Study Finds

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MEDIA:

Stocks & Sectors:

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News & Others:

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