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Monday morning links

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Monday morning links

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

Michael Fritzell
Mar 20, 2023
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Monday morning links

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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$1 billion) ($)


(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)


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

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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.

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