Portfolio
Portfolio update February 2023
Rally in MAP Aktif but weaker-than-expected earnings at VTech. Estimated reading time: 24 minutes
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Deep-dives
UMP Healthcare (722 HK)
Hong Kong healthcare provider at 8x P/E with significant insider buying
Thematic reports
10 Questions with ChatGPT
Discussion with the AI chat bot on topics related to Asian equities
Links
Monday morning links
Boustead Singapore, Delfi, Imagineer, lithium oversupply
Deep-dives
Boustead Singapore (BOCS SP)
Singapore small-cap conglomerate run by a legendary entrepreneur
Thematic reports
Lithium is moving into oversupply
Demand growth will probably decelerate as subsidies are phased out. Supply should eventually react to higher prices. Estimated reading time: 14 minutes
Links
Monday morning links
Nippon Sanso, Fukuda Denshi, Asia share buybacks, 2023 box office, Japanese trading companies
Thematic reports
Asia buyback screen, 2023 version
Stocks in the Asia-Pacific that have announced share buybacks this year. Estimated reading time: 11 minutes
Thematic reports
The 2023 box office looks promising
Expect another year of recovery. Estimated reading time: 14 minutes
Links
Monday morning links
Deep-dive 2023-2, Frasers Centrepoint Trust
Deep-dives
Saramin (143240 KS)
Niche Korean software developer
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