First of all, let’s do a recap of what I’ve been writing the past month on Asian Century Stocks: a review of Pulak Prasad’s book What I Learned About Investing from Darwin ($), an interview with Jon Y at Asianometry, an article on Korea’s Corporate Value Up program ($) and deep-dives on MTR Corporation ($) and Kansai Paint ($), along with a portfolio update for May ($). As always, feel free to subscribe if you want full access:
And now, a series of investment-related links that I think you’ll enjoy:
- Idea Hive on Japan activist situation Sun Corp (🇯🇵 6736 JP - US$14 billion)
- Harris Associates on pallet provider Brambles (🇦🇺 BXB AU - US$13 billion)
- Sweet Stocks on online travel agent Webjet (🇦🇺 WEB AU - US$2.3 billion)
- Superfluous Value on Mandarin Oriental (🇭🇰 MAND SP - US$2.3 billion)
- Bonhoeffer on Lotte Chilsung’s prefs (🇰🇷 005305 KS - US$981 million)
- Robin’s Substack on Jumbo Interactive (🇦🇺 JIN AU - US$701 million)
- Arar Fund on Korean video gamer maker Gravity (🇰🇷 GRVY US - US$590 million)
- Matrice Memos on dealership group China Yongda (🇯🇵 3669 JP - US$412 million)
- Sohra Peak on the share price drop in Duratec (🇦🇺 DUR AU - US$181 million)
- Undervalued Shares on holdco Yoma Strategic (🇲🇲 YOMA SP - US$171 million)
- Dungeon Investing on Japanese game developers Nihon Falcom (🇯🇵 3723 JP - US$71 million) and Nippon Ichi Software (🇯🇵 3851 JP - US$32 million)
- Praya’s Substack on Left Field Printing (🇭🇰 1540 HK - US$32 million)
(estimated reading time)
- Japan Business Insights with thoughts on Japan’s defense industry (36 mins)
- Jam Invest: 15 experts provide their views on Hong Kong equities (30 mins)
- Argyle Street’s Kin Chan on why Hong Kong is far from “over” (10 mins)
- East Asia Stock Insights with travel notes from a trip to Mainland China (10 mins)
- Some thoughts from Citrini on the potential in Chinese stocks (10 mins)
- Pyramids & Pagodas with travel notes from a trip to the Philippines (9 mins)
- Mat Roiss with some thoughts from his trip to Hong Kong (9 mins)
- The International Investor with a few suggestions on fast-growing businesses in Southeast Asia (3 mins)
(listening time)
- BBC: Excellent series discussing the 1997 Bre-X gold scam (~40 mins x 9)
- Dan Tennebaum on what it’s been like to build a fund manager in India (1:24 hrs)
- Asia-based investor / former poker player David Orr on shorting stocks (1:10 hrs)
- Lyn Alden providing the case for owning gold (1:07 hours)
- Business Breakdowns on Korean e-commerce company Coupang (1:03 hours)
- Mat Roiss on Value Hive, discussing his recent trip to Hong Kong (1:01 hours)
- Jeff Gundlach makes a parallel between today and 1968 (52 mins)
- Vlogger Sabbatical showing how Cambodia/Sihanoukville has changed (49 mins)
- Odd Lots on how Indonesia has cornered the global nickel market (49 mins)
- WSJ on the coming IPO of Chinese fashion e-commerce retailer Shein (17 mins)
My favorite write-ups this month include:
