Monday morning links
Boustead Singapore, Delfi, Imagineer, lithium oversupply
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$78 million)
(estimated reading time) ($ = 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)
(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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Thanks, very useful!