Monday morning links

Deep Dive 2023-5, Halyk Bank, Oriental Watch, Nintendo

A Halyk Bank office building in Almaty, Kazakhstan. Source Halyk Bank

($ = 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$1 billion) ($)

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(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)

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(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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India’s road & rail capex have gone ballistic over the past decade. Source: The Economist, @protosphinx

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