Monday morning links
Deep Dive 2023-5, Halyk Bank, Oriental Watch, Nintendo
($ = behind paywall)
Yesterday, I wrote a report on Deep-Dive 2023-5, a Hong Kong tourism proxy trading at a 67% discount to NAV (🇭🇰 >US$1 billion) ($)
(estimated reading time)
I wrote a post on the fast-growing market for in vitro fertilisation (11 mins)
Turtles Substack with a portfolio update, including adding to Halyk Bank (2 mins)
Searching 4 value with a portfolio update, including on Oriental Watch (4 mins)
Global Stock Picking blog: My high conviction Hong Kong holdings (13 mins)
(listening time)
Acquired Podcast with a 3-hour special episode on Nintendo (3:28 hours)
Asianometry’s takeaways from a conference with TSMC’s Morris Chang (11 mins)
John Haskell of Atla Capital Management discussing EM real estate (41 mins)
Geoinvesting’s Maj Soueidan discussing Chinese frauds and more (48 mins)
Nicholas Borst provides a crash course on PRC local / central gov debt (38 mins)
Latest Jeff Gundlach webinar “Survivor”, discussing rising defaults (52 mins)
Harris Kupperman is not concerned about current US banking turmoil (52 mins)
Bali-based Trader Ferg on investing in oil & gas post-reorgs (1:20 hours)
The SEA Travel Show with an update on China’s border reopening (9 mins)
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