Monday morning links
TSMC, China Jushi, Far East Consortium, 111 Inc, Asian spin-offs, Indonesia's new criminal code
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The Generalist on Taiwanese semiconductor foundry TSMC (🇹🇼 2330 TT－ US$398 billion)
Pyramids and Pagodas on Chinese glass fibre manufacturer China Jushi (🇨🇳 600176 CH－ US$8.3 billion)
Koneko Research on Hong Kong hotel owner Far East Consortium (🇭🇰 35 HK－ US$667 million)
Special Situation Investment on Chinese online healthcare platform 111, Inc, which just received a privatisation offer (🇨🇳 YI US - US$284 million)
(estimated reading time) ($ = behind a paywall)
Asian Century Stocks: 8 Asia-Pacific spin-offs (21 mins) ($)
Asian Century Stocks on Indonesia’s new criminal code (8 mins)
Bonhoeffer Fund’s 3Q2022 letter discussing LG Corp & Lotte Chilsung (29 mins)
Florian Kronawitter: Is inflation over? (8 mins)
Goehring & Rozencwajg 3Q letter: Why won’t energy companies drill? (36 mins)
Kexin Xu discussing TSMC founder Morris Chang’s speech in Arizona (9 mins)
Stratechery: The history of video games (20 mins)
SaaS investor Octahedron Capital: A few things we learned (122 slides)
(listening time)
Jeff Gundlach & Felix Zulauf discussing geopolitics and more (58 mins)
Louis Vincent-Gave: Investment themes for 2023 (55 mins)
Value investor Vitaliy Katsenelson on his life and his latest book (1:16 hours)
Nikkei Asia Stream on immigration trends across Asia (59 mins)
Arjun Murti: Are we at peak energy? (17 mins)
Kyle Bass provides a bearish take on the Chinese economy (57 mins)
Dan Slater & Joseph Wong: Why democracy emerged in Asia (56 mins)
The Spectator on being foreign in China over the past decades (39 mins)
Thank you for reading 🙏
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