Monday morning links
Swire Pacific B-share, Uni-Charm Indonesia, Chinese cloud industry and Chris Wood
I just published a report on Hong Kong conglomerate Swire Pacific’s B-share. The company owns commercial properties in Hong Kong and mainland China. Hong Kong office and retail rents have come down over the past few years due to a lack of tourism to Hong Kong and employees working from home during COVID-19. Swire Pacific now trades at a significant discount to its sum-of-the-parts. And the company has started to buy back shares.
I published a report on Hong Kong conglomerate Swire Pacific’s B-share (87 HK－ US$3.4 billion)
I wrote about Uni-Charm Indonesia on the Lone Wolves Substack (UCID IJ－ US$312 million)
(estimated reading time)
China Charts Substack discussing China’s economic growth trends (12 mins)
Interconnected: A guide to China’s cloud sector (7 mins)
Reuters: How the Bank of Japan could combat the weak yen (4 mins)
Former Sony employee: Why Japan stopped innovating (7 mins)
Konichi-Value: How Tokyo avoided the affordable housing crisis (9 mins)
(listening time)
Chris Wood is long energy, believes BoJ will blink at 150 JPY/USD (10 mins)
Michael McGaughy on investing in frontier markets (1:02 hours)
Will Thrower on the Chinese renewables industry (38 mins)
Lingling Wei on China’s upcoming party congress (36 mins)
Herald van der Linde on the Asian earnings season so far (15 mins)
Elbridge Colby about the risks of a military conflict between China and Taiwan (20 mins)
Journalists at The Economist discuss the Indian growth story (37 mins)
Asianometry on China’s semiconductor fund (21 mins)
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