Monday morning links

Boustead Singapore, Delfi, Imagineer, lithium oversupply

Chocolate bars from Delfi’s SilverQueen brand. Source: Tokopedia

• I wrote an introduction to mini-conglomerate Boustead Singapore (🇸🇬 BOCS SP－US$309 million)

• UOB Kay-Hian initiates coverage on Indonesian chocolate producer Delfi (🇮🇩 DELFI SP－US$418 million)

• Altay Capital on Japanese nano-cap video game developer Imagineer (🇯🇵 4644 JP－US$78 million)

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(estimated reading time) ($ = behind paywall)

• I wrote about the risk that the lithium market moves into oversupply (14 mins) ($)

• Turtles Substack with a few new positions, including China’s VNET (4 mins)

• Asia Sentinel: A depressing visit to Asia’s world city [Hong Kong] (6 mins)

• Meanwhile, Wang Xiangwei is optimistic about Hong Kong’s future (4 mins)

• Noah Smith on China’s coal industry (10 mins)

• Chart Charts tracked media sentiment on China-related topics (4 mins)

• Pacific Forum: How the world could look like after a Taiwan war (3:16 hours)

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(listening time)

• CBS accounting professor Doron Nissim on earnings quality (1:06 hours)

• Charlie Munger with commentary on Alibaba and Chinese politics (7 mins)

• Russell Napier is bullish on EM and the European capex cycle (42 mins)

• Tian Yang from Variant Perception with his latest macro views (51 mins)

• Mikihiro Matsuoka on Japan’s debt problems and inflation pressures (46 mins)

• Aaron Pek on the Indonesian e-commerce market and Bukalapak (36 mins)

• Asianometry on the fall of China’s HNA group (31 mins)

• For fun: Konichi-Value with video on Japan’s bubble years (29 mins)

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Global air traffic is at the highest level in five years. Source: Torsten Slok

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