Asian Century Stocks

Share this post

Monday morning links

www.asiancenturystocks.com
Links

Monday morning links

TSMC, China Jushi, Far East Consortium, 111 Inc, Asian spin-offs, Indonesia's new criminal code

Michael Fritzell
Dec 19, 2022
8
Share this post

Monday morning links

www.asiancenturystocks.com

A friend of the publication, Canadian long/short family office 0MC.co, is looking for a research analyst. Generous variable compensation. If you’re interested, send an email to hr@0mc.co.

  • 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)


Image
Asia ex-China cross-border tourism is booming. Source: @BarbarianCap

Thank you for reading 🙏

To read my post about 8 Asia-Pacific spin-offs, consider becoming a paid subscriber:


Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers, including whether any investment suits your specific needs. From time to time, I may have positions in the securities covered in the articles on this website.

Share this post

Monday morning links

www.asiancenturystocks.com
Previous
Next
Comments
TopNewCommunity

No posts

Ready for more?

© 2023 Delante Media Pte Ltd
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing