Links June 2024

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)