Monday morning links
Casio Computer, Sea Limited, Hong Kong insider buying screen
Yesterday, I published a report on Casio Computer, which produces the legendary G-Shock brand of durable and inexpensive wristwatches. The company’s enterprise value has dropped to an all-time low in US Dollar terms due to the weakness in the Japanese yen, despite the fact that 75% of its revenues come from overseas markets.
I also published a post on Hong Kong-listed stocks that have experienced recent insider buying. Such stocks include Zhongsheng, Yihai, Luk Fook and a few others.
($ = behind a paywall)
My report on G-Shock wristwatch maker Casio Computer (🇯🇵 6952 JP － US$2.1 billion) ($)
The Generalist Substack on Chinese/Singaporean e-commerce operator and game developer Sea Limited (🇸🇬 SE US－ US$28 billion)
(estimated reading time) ($ = behind a paywall)
I wrote about Hong Kong-listed stocks with recent insider buying (11 mins) ($)
Investment manager RBA: The case for Chinese stocks (4 mins)
Polen’s EM Fund’s September commentary (BABA, ATHM, KARO) (5 pages)
Ruchir Sharma: China’s economy will not overtake the US until 2060 (4 mins)
Florian Kronawitter on Fed policy and the Japanese yen (12 mins)
Ben Thompson at Stratechery on US sanctions on Chinese chip makers (23 mins)
David Hay on the uranium market and the Sprott Physical Uranium Trust (7 mins)
The ZeroSummation Substack with a 3Q2022 update on uranium (6 mins)
Ross & Van Compernolle’s country fact sheets for the ASEAN region (2 pages x 7)
Matt Levine’s excellent introduction to cryptocurrencies (3 hours)
(listening time)
Jim Chanos discusses short-selling, crypto, tech, real estate, etc (58 mins)
Chris Redl & Sameer Taneja on China’s electric vehicle industry (1:02 hours)
Chris Miller on what the US government did to China’s chip industry (51 mins)
Leland Miller on China Beige Book’s surveys about the Chinese economy (1 hour)
Oxford professor Linda Yueh on Xi Jinping, zero-COVID, property, etc (31 mins)
Professor Perry Mehrling on Kindleberger and the USD’s position (1:14 hours)
Rei Saito of Substack Konichi-Value on Japanese stocks and more (44 mins)
Japan Times on the prospects for Japanese music in the PRC (26 mins)
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