Portfolio
Portfolio update March 2022
Perhaps some impact from the war, after all... commodity producers should benefit. Estimated reading time: 13 minutes
Links
Monday morning links
Chinese tech stock recovery, Japan shareholder activism, new Substack app
Thematic reports
Complete guide to Japan shareholder activism
Introduction to the sector, activist profiles and ongoing campaigns. Estimated reading time: 36 minutes
Links
Monday morning links
New South Korean president, Shenzhen lock-down, Pan Pacific, JD Logistics & Sony
Japan
Pan Pacific International (7532 JP)
Japan's leading discount retailer on the cusp of an international expansion
Ask Me Anything on Asian equities
Paid subscribers are welcome to ask any questions they might have
Links
Monday morning links
Higher oil & wheat prices, Baiyunshan Pharma, Coupang and Korean prefs
South Korea
Korean preference shares
Non-voting common shares trading at large discounts, estimated reading time: 13 mins
Mainland China
Baiyunshan Pharma (874 HK)
Owner of "the Coca-Cola of China" and "the Viagra of China" at 7.6x P/E
Links
Monday morning links
Special edition with links related to the war in Ukraine
Portfolio
Portfolio update February 2022
No major impact from the war in Ukraine. Estimated reading time: 10 minutes
Thailand
A 360 degree view on Thai small-caps
Pon Van Compernolle's new book "360 Thailand", est. reading time: 15 minutes