Monday morning links

LG Household & Health, Naver, Nitto Kohki and more

($ = 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)

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(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)

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(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)

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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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