Monday morning links
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Monday morning links
Largan Precision, Great Wall, Computer Management, vacation reading list, Packer & Co, Apollo Asia, Anne Stevenson-Yang
($ = behind a paywall)
I wrote a report on iPhone camera lens producer Largan Precision (3008 TT — US$8.4 billion) ($)
Investor Insights Asia’s introduction to Chinese auto company Great Wall Motor (2333 HK — US$37 billion)
Kenkyo Investing on net-net Japanese micro-cap IT developer Computer Management (4491 JP — US$22 million)
(estimated reading time) ($ = behind a paywall)
I wrote a 2022 vacation reading list with books from Herald van der Linde, Richard Lawrence and more (9 mins) ($)
JP Morgan’s 2Q2022 Guide to the Markets (71 pages)
Packer & Co’s 1H2022 report discusses oil stocks and more (9 mins)
Apollo Asia Fund’s 2Q2022 report is finding cheap stocks in HK (3 mins)
Undervalued Shares with an article on Russian depositary receipts (12 mins)
Commodity Context Substack remains constructive on crude oil (7 mins)
The Global Stock Picking blog with a mid-year 2022 report (10 mins)
Simon Watkins on the Russian-Chinese union and its impact on the crude oil market (6 mins)
Decent set of charts from tech fund Octahedron Capital (120 slides)
(listening time)
Anne Stevenson-Yang discusses Evergrande and more (46 mins)
Jim Rogers on the Fed, Ukraine and commodities (31 mins)
Chris Redl on the Smartkarma podcast discussing auto stocks (22 mins)
Michael Green interviewed by the DoubleLine Capital team (51 mins)
Vitaliy Katsenelson on his new book Soul in the Game (1:59 hours)
Asianometry on India’s Unified Payment Interface (UPI) (17 mins)
Allocators Asia on legendary Chinese condiment Lao Ganma (8 mins)
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