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Monday morning links

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Monday morning links

En-Japan, Geo-Energy Resources, Haw Par Corporation

Michael Fritzell
Mar 13
11
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Monday morning links

www.asiancenturystocks.com
Geo Energy shareholder cuts stake; StarHub and Silverlake Axis buy back  shares
A coal mine run by Geo Energy Resources. Source: Geo Energy Group

($ = behind paywall)

  • I wrote an update on the HR-tech company En-Japan (🇯🇵 4849 JP - US$898 million) ($)

  • A short note from Wolf Money blog on Singaporean family holding company Haw Par Corporation (🇸🇬 HPAR SP - US$1.6 billion)

  • Nate’s Investment Research with an update on Indonesian coal miner Geo-Energy Resources (🇮🇩 GERL SP - US$322 million)


(estimated reading time) ($ = behind paywall)

  • I wrote an article about the risk that Chinese ADRs will be delisted (15 mins) ($)

  • Allocators Asia’s profile of Hillhouse Capital’s founder Zhang Lei (16 mins)

  • Tidefall Capital wrote a post on Fairfax’s 2022 letter (4 mins)

  • Bonhoeffer’s 2022 letter on Asia Standard, cement companies, etc. (16 mins)

  • BBC’s Wingfield-Hayes: Japan was the future but it's stuck in the past (11 mins)


(listening time)

  • Chinese PE mogul Weijian Shan on his new book Money Machine (55 mins)

  • FX strategist Jens Nordvig on evidence of a Chinese recovery (38 mins)

  • China Beige Book’s Shehzad Qazi on the impact of China’s reopening (43 mins)

  • Yasheng Huang on the long-term development of the Chinese state (54 mins)

  • Louis-Vincent Gave discussing geopolitics, China and more (1:10 hours)

  • Weston Nakamura on recent volatility in the Japanese bond market (51 mins)

  • Niall Ferguson on the building new cold war and US-China competition (52 mins)


Image
The spread between HIBOR and LIBOR has blown out, suggesting capital flight from Hong Kong. Source: Kyle Bass / Hayman Capital

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Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers, including whether any investment suits your specific needs. From time to time, I may have positions in the securities covered in the articles on this website.

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Monday morning links

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