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:
China faces a cruel and dirty energy winter | CityWire - by Taipology’s Angelica Oung
LINKS:
Stocks & Sectors:
AirAsia recorded 67% load factor in 3Q (Malaysia)
AirAsia Group Berhad 3Q2021 Preliminary Operating Statistics (Malaysia)
BJCORP CEO Jalil: The removal of RPGT is beneficial to the property sector (Malaysia Real Estate)
China's biggest chipmaker is still years behind its global rivals (China Semicon)
Macro:
ASEAN:
These companies may be subjected to the one-off 33% prosperity tax (Malaysia - Budget 2022)
Deloitte: Taxation on foreign sourced income a significant change and will increase tax bill of companies with overseas ops (Malaysia - Budget 2022)
AP: Myanmar military uses systematic torture across country (Myanmar)
Myanmar military shells restive town, destroying dozens of homes (Myanmar)
USA:
Treasury Curve Inverts at Long-End as 20-Year Yield Tops 30-Year | Bloomberg
'How Can This Possibly Not Be A Bubble?' | The Felder Report
News & Others:
A story of everything I had fell apart quickly since pandemic hit our nation… (Personal account of a Malaysian small business owner)
Most People Don’t Lie In Everyday Conversations, Except A Foul Few, Study Finds