Links
Links August 2024
13 investment-related write-ups, 9 articles and 8 podcast episodes
Latest
Deep-dives
Astra International (ASII IJ) － 2024 update
Indonesia's leader auto maker at 6.1x P/E. Estimated reading time: 21 minutes
Deep-dives
Lion Rock Group (1127 HK)
Top global book printer run by a master capital allocator at 7x P/E with net cash
Thematic reports
The anti-EV commodities
The case for platinum group metals. Estimated reading time: 20 minutes
Japan
Yakult Honsha (2267 JP)
Japan’s yogurt giant scaling up to meet rising demand for its products
Portfolio
Portfolio review July 2024
Cleaning up the portfolio for several new names. Estimated reading time: 25 minutes
Deep-dives
Samsonite (1910 HK) － 2024 update
Broken merger arb situation turned value stock. Estimated reading time: 18 minutes
Malaysia
Johor's property market is heating up
Singapore is becoming increasingly connected to nearby Johor. Estimated reading time: 18 mins
Links
Links July 2024
11 investment-related write-ups, 10 articles and 9 podcast episodes
Deep-dives
Pacific Textiles (1382 HK)
Uniqlo’s favorite knitted fabric supplier at 4.4x forward P/E and 18% dividend yield
Japan
Travel notes: Tokyo
Estimated reading time: 20 minutes
Mainland China
Fu Shou Yuan (1448 HK)
Death care at a discount