Live stream with Daye Deng

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On Friday morning, September 27, 2024, I went live with independent equity research analyst Daye Deng to discuss stocks in China, South Korea, and Japan. Just click the “play” button above to watch the live stream.

We discussed:

• Daye’s recent trip to Mainland China
• How Starbucks is doing in the competition with Luckin Coffee (LKNCY US)
• Potential catalysts for a recovery in Hong Kong’s stock market
• Chinese hospitality company Atour Lifestyle (ATAT US)
• How to deal with accounting irregularities in China
• Screening for stocks in Japan
• The reasons for Hamamatsu Photonics’ share price drop (6965 JP)
• Canon’s DUV lithography opportunity (7751 JP)

Substack’s live stream feature is entirely new. So, I apologize for the initial glitches and perhaps less-than-ideal sound quality.

If you enjoy live streams like this, let me know, and I’ll be happy to do more of them.

Best regards,
Michael