Complete guide to Japan shareholder activism
Introduction to the sector, activist profiles and ongoing campaigns. Estimated reading time: 36 minutes
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Monday morning links
New South Korean president, Shenzhen lock-down, Pan Pacific, JD Logistics & Sony
Deep-dive 2022-7: Pan Pacific International
Japan's leading discount retailer on the cusp of an international expansion
Korean preference shares
Non-voting common shares trading at large discounts, estimated reading time: 13 mins
Deep-dive 2022-6: Baiyunshan Pharma
Owner of "the Coca-Cola of China" and "the Viagra of China" at 7.6x P/E
Portfolio update February 2022
No major impact from the war in Ukraine. Estimated reading time: 10 minutes
A 360 degree view on Thai small-caps
Pon Van Compernolle's new book "360 Thailand", est. reading time: 15 minutes
Monday morning links
Introduction to Asian equity markets, Uni-Charm Indonesia, ITFOR, Paxlovid approval
Deep-dive 2022-5: Uni-Charm Indonesia
Indonesia’s largest baby diaper maker at 0.5x revenues
Introduction to Asia-Pacific markets
The "Guide to Asia-Pacific Markets 2022" report
Monday morning links
Korean cosmetics, Century 21 Real Estate, Packer & Co and OAM Asian Recovery Fund
Deep-dive 2022-4: LG Household & Healthcare preference share
Turnaround king "Suk Cha" well placed to deal with short-term COVID problems
Monday morning links
Chinese housing, Malaysian furniture and home improvement, EV batteries and Xiaomi