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30 Oct 2021 | Value Investing Substack NEWS
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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

Aaron
Oct 31, 2021
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HIGHLIGHTS:

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

Curated by Kalani
Maphilindo
Welcome to Curated by Kalani! I curate and compress investment topics with a focus on Asia-Pacific, optimizing my emails for maximum return on your time invested. I find, summarize and simplify important information so you don’t have to. Join 964 curious folks by subscribing here…
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7 months ago · 2 likes · Kalani Scarrott
Asian Century Stocks
Borrowing ideas from funds, part 2
Here’s another edition of my review of the key holdings of Asia-focused funds. I will release new editions as I find more high-quality funds to track. Executive summary Digital Garage looks attractive, given its significant stake in leading price comparison website Kakuku.com and its growing payment business…
Read more
7 months ago · Michael Fritzell

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


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)


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


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


MEDIA:

Stocks & Sectors:


News & Others:


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Value At an Unreasonably Low Price (VAULP)
By Aaron Pek

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Highly curated news on stocks, economics, finance and value investing
By Aaron
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