Monday morning links


Asian stock ideas (+1 bond idea)

  • Wickhams Hill on taxi and public transport operator ComfortDelGro (SGX: C52 — US$2.5 billion)

  • New Vila Equity Research on Cambodian casino operator NagaCorp’s 7.95 bonds due 2024 (ISIN: XS2197693265; par value: US$451 million)

  • The searching 4 value blog with quick thoughts on Oriental Watch (SEHK: 398 — US$204 million)

  • nipponNuggets on high-flying Japanese no-code platform Yappli (TSE: 4168 — US$468 million)

  • Swan Street Research wrote a bearish report on Chinese “hologram company” WiMi (NASDAQ: WIMI — US$379 million) (h/t: The Bear Cave)


Long-form writing

(estimated reading time)


Podcasts and videos

(listening time)

  • Jeff Gundlach on how inflationary pressures are building (51 mins)

  • Wall Street Journal’s Lingling Wei discusses how Xi Jinping is rewriting the rules for the Chinese economy (20 mins)

  • Travis Lundy explains the China Evergrande situation (56 mins)

  • Richard McGregor speaks to Red Roulette author Desmond Shum (31 mins)

  • SCMP’s Josh Ye on Tencent’s efforts to comply with new regulation (28 mins)

  • HK-based value investor Graham Rhodes on video game stocks (48 mins)

  • Professor Yoichiro Sato discusses who might replace Japan’s prime minister Yoshihide Suga (32 mins)


Chart of the week – China’s central bank PBOC injecting large amounts of capital into the interbank market


Thanks for reading, and I wish you a great week ahead!

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