Monday morning links
Monday morning links
Deep-dive 2023-4, Techtronic Industries, Shimano, Business Brain Showa-Ota, Keck Seng Investments
($ = behind paywall)
I wrote Deep-dive 2023-4 (🇭🇰 <US$100 million) on a Hong Kong healthcare provider trading at ~8x P/E and with recent insider buying and share buybacks ($)
Jehoshaphat Research with a critical view on Techtronic Industries (🇭🇰 669 HK－US$18 billion)
Abilitato with a short post-earnings update on Japanese bicycle component maker Shimano (🇯🇵 7309 JP－US$14 billion) (German language)
Private investor Ivan Huang on Keck Seng Investments (🇭🇰 184 HK－US$115 million)
(estimated reading time) ($ = behind paywall)
I wrote an ACS portfolio update for February 2023 (24 mins) ($)
I had a “conversation” with ChatGPT on Asian equities (12 mins)
Bronte Capital Amalthea’s December 2022 letter (19 mins)
Jim Chanos: I’m not sure speculation is gone (15 mins)
Turtles Substack with some new stocks, including Beximco Pharma (4 mins)
Berkshire Hathaway 2022 annual report (144 pages)
Bridgewater: The tightening cycle is approaching (5 mins)
(listening time)
Niall Ferguson on the potential for this cold war to turn hot (1 hour)
Brad DeLong on his new book Slouching Towards Utopia (47 mins)
Julian Brigden doesn’t think the inflation episode is over yet (1:18 hours)
EM strategist Timothy Ash on the war in Ukraine and more (49 mins)
Smartkarma’s Shawn Yang with top picks in the China Internet sector (28 mins)
Pyramids & Pagodas on Indonesia’s potential to become a battery manufacturing hub (31 mins)
Asianometry on Bangkok’s late 1980s housing boom & bust (22 mins)
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