Feel free to ask anything that's on your mind
I really like your CNOOC write ups. However, there is however country risk (besides company risk and the price of oil&gas). Do you have a second o&g company that you like in Asia?
There is a large variation of dividend withholding tax rates among Asian jurisdictions (from 0% - 30%) with usually international tax treaties in place to partly mitigate these tax costs. However, reclaiming taxes in the context of these treaties often involves a lot of cumbersome paper work. Do you attempt to reclaim (partly) the dividend withholding taxes you paid for your personal investments? Does the impact of these taxes influence your decision to make a specific investment in the first place?
Can you do a snap judgement on this stock Lonseal ? (4224.T)
Better ROE than most net-nets, profitable in the last 10 yrs, pays a dividend. Trading at 0,8 x NCAV and 0,41 x NAV (lowest in the last 10 yrs).
How do you think about the attractions and risks of investing in Vietnam? Off the charts in terms of export growth, and still mostly cheap on headline multiples.
1) How will the election of the Philippines’ new president Bongbong Marcos affect the telco space in the PH? 2) Following PLDT's recent sale of its towers, how do you think its competitor (Globe) will react to this?