Predicting style and fashion trends is as challenging as forecasting Melbourne's weather or expertly timing the market. While style shifts rapidly, materials evolve more slowly. However, when a material proves cost-effective, appealing, comfortable, and accessible, it quickly becomes integral to fashion. Bamboo has emerged as such a material.
Innovators have spun its fibres into yarn as fine as silk, creating clothing that combines elegance and durability. Bamboo clothing, known for its lightness and breathability, captivated fashion enthusiasts worldwide. Its hypoallergenic and antibacterial properties offer a gentle touch while keeping wearers fresh. In the sustainable evolution of the clothing industry, bamboo has become a key player, transforming a combined approach to fashion and sustainability. This week we will be talking about two stocks in our Asia Small Companies portfolio. This portfolio focuses on investing in small companies (up to $10bn market cap) predominantly in north Asia due to the increased levels of governance. Asian markets are typically unloved, especially China and Japan, and this opens up a large opportunity to gain exposure to misunderstood companies that have big growth potential. More recently, there have been improving levels of governance across Asia with a greater emphasis on delivering shareholder value.
Kevin Smith highlights one of the stocks in the Asia Small Companies portfolio, one of the world's leading integrated glass manufacturers with a stock price that is up 71% over the last 12 months.
Kevin Smith takes a look at one long-term holding and two more recent acquisitions, all of which performed very well in July 2020, each stock rising by more than 40% for the month.
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights one of the stocks in the Asia Small Companies portfolio.
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights one of the stocks in the Asia Small Companies portfolio.
This is the stock behind last month's Bloomberg headline Pig Farmer’s Sons Become Billionaire Grocers in Virus’s Wake. Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights one of the stocks in the Asia Small Companies portfolio.
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights one of the stocks in the Asia Small Companies portfolio, Dowa Holdings Co Ltd (5714.TYO).
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights one of the stocks in the Asia Small Companies portfolio.
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights one of the stocks in the Asia Small Companies portfolio. Japan Aviation has been a star performer recently with the portfolio up +13.5% CYTD.
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights one of the stocks in the Asia Small Companies portfolio.
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights one of the stocks in the Asia Small Companies portfolio. ComfortDelGro Corporation Ltd is one of the largest land transport companies in the world, the Group was formed on 29 March 2003 through the merger of two land transport companies - Comfort Group and DelGro Corporation.
Robert Swift takes a look at why Advantest's share price jumped 50% in July and what aspect in particular provides a blueprint for future investments. This article was prompted by the announcement that Verizon was selling Tumblr for a few million dollars. Tumblr is/was a social networking site that allowed users to blog personal stuff to each other. A couple of years ago Tumblr was reckoned to be worth $1bn.
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights one of the stocks in the Asia Small Companies portfolio, Open House (3288.TYO). Open House is a Japanese real estate company that trades on a single digit P/E ratio yet delivers a revenue growth rate of 30% and profit growth of 16%. Open House has both a strong brand and strong market share of single-family housing in key Japanese cities. It is taking advantage of the growing trend of smaller Japanese households and is a stock that is worthy of consideration in your international equity portfolio.
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights one of the stocks in the Asia Small Companies portfolio, ST Engineering (S63.SGX).
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies fund, highlights one of the stocks in the Asia Small Companies portfolio. Showa Denko K.K. (SDK) is one of the largest chemical groups in Japan with history that dates back to 1908, the group also manufactures and markets electronic and aluminium products.
Kevin Smith, of API Capital and portfolio manager of the TAMIM Asia Small Companies Fund, highlights one of the stocks in the Asia Small Companies portfolio. Champion REIT is a trust formed to own and invest in income producing office and retail properties in Hong Kong. The trust’s focus is on Grade-A commercial properties in prime locations. The trust currently offers exposure to 2.93 million square feet of prime office and retail floor area by way of two landmark properties in Hong Kong, Three Garden Road and Langham Place, one on each side of Victoria Harbour. Kevin Smith, of API Capital and portfolio manager of the TAMIM Asia Small Companies strategy, highlights one of the more interesting stocks in the Asia Small Companies portfolio, China Water Affairs Group (0855.HKG). While water is not glamorous, it is the one commodity we cannot live with out, read further to find out why the Asia Small Companies team believes this is a stock we need to hold in our portfolio.
Kevin Smith, of API Capital and portfolio manager of the TAMIM Asia Small Companies strategy, highlights one of the more interesting stocks in the Asia Small Companies portfolio, China Lesso (2128.HKG).
Robert Swift, of API Capital and the TAMIM Asia Small Companies fund, takes a deeper look at the often misunderstood opportunity that is Asia and presents a stock that should benefit regardless of trade wars.
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.
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