Monday morning links

LG Household & Health, Naver, Nitto Kohki and more

Michael Fritzell

Dec 26, 2022

($ = behind paywall)

I wrote an update of my report on Korean cosmetics company LG Household & Health (🇰🇷 051900 KS－ US$8.6 billion) ($)
Smartkarma with a few tweets on Korean software developer Naver (🇰🇷 035420 KS－ US$23 billion)
Undervalued Japan on machine tool maker Nitto Kohki (🇯🇵 6151 JP－ US$244 million)

(estimated reading time)

I contributed to Petition’s Top Writers Review 2022 post (28 mins)
Louis-Vincent Gave is bullish on EM and especially Chinese stocks (15 mins)
Value Punks with their Year 1 performance review (6 mins)
Russell Clark on the Bank of Japan’s recent pivot (2 mins)
Superfluous Value Substack: The bubble isn’t where you think it is (2 mins)
Asia Sentinel’s review of the new book Beijing’s Global Media Offensive (4 mins)
Spy Talk on Japan’s ongoing military build-up (5 mins)
Allocators Asia: Best content of 2022 (9 mins)
Topdown Charts 2022 End of Year Special Report (20 mins)

(listening time)

David Tepper argues that US stocks are expensive (6 mins)
Jon Turek of the Cheap Convexity Substack on inflation pressures (53 mins)
Weston Nakamura on the BoJ’s recent pivot, which involved letting interest rates rise (55 mins)
Smartkarma co-founder Raghav Kapoor on the benefits of his independent research platform (42 mins)
Lee Sanghyun on his activist campaign in Korean cigarette maker KT&G (27 mins)
Scott Krisiloff & Erick Mokaya at The Transcript discuss what they learnt in 2022 (14 mins)

China’s monetary policy has turned loose. Is the PBoC the only central bank globally that’s not tightening? Source: @crossbordercap

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