Monday morning links
Kansai Electric Power, JR Central, August portfolio update, Kyle Bass, Niall Ferguson
Yesterday, I published a report on Japanese electric utility Kansai Electric Power. Nuclear power plants in Japan were shut down after the Fukushima disaster in 2011, but they’re finally being restarted. In Kansai Electric’s case, their seven reactors will all become up and running by July 2023. On the other hand, its debt levels are high, and high fuel costs are putting temporary pressure on margins.
($ = behind a paywall)
I published a report on Japanese electric utility Kansai Electric Power (9503 JP－ US$8.9 billion) ($)
Searching 4 value blog on Central Japan Railway (9022 JP－ US$24 billion)
(estimated reading time) ($ = behind a paywall)
August update on the holdings of my Asia-focused portfolio (19 mins) ($)
Neckar’s Minds of the Markets Subarack on Julian Robertson’s career (20 mins)
Zoltan Pozsar on war & industrial policy (24 mins)
S&P Global on China’s economic growth under zero-COVID (5 mins)
Noahpinion: Is the US falling behind China in science (12 mins)
Open Insights on the outlook for oil (2 mins)
Fredrik Ökvist on PCAOB audits of US-listed Chinese companies (3 mins)
Calafia Beach Pundit: Commodities suggest Fed policy is already tight (2 mins)
Forbes Asia: 100 companies to watch (46 mins)
Allocators Asia: How a fire built Singapore (6 mins)
(listening time)
Niall Ferguson foresees political upheaval and crises (13 mins)
Louis-Vincent Gave on what’s next for the Chinese economy (1:01 hours)
Brendan Ahern of KraneShares on Chinese listing issues (36 mins)
HSBC’s Keith Chan on Asian credit markets (8 mins)
Nicolas Van Broekhoven from Smartkarma on Singapore stocks (30 mins)
Monk's Hill Ventures Lim Kuo-Yi on ASEAN venture capital (36 mins)
Eugene Y Park on the future of Korea (h/t: Allocators Asia) (43 mins)
Asianometry on TSMC’s new-ish Fab 18 (14 mins)
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