Ask Me Anything on Asian equities
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Latest
Links
Monday morning links
Higher oil & wheat prices, Baiyunshan Pharma, Coupang and Korean prefs
South Korea
Korean preference shares
Non-voting common shares trading at large discounts, estimated reading time: 13 mins
Mainland China
Baiyunshan Pharma (874 HK)
Owner of "the Coca-Cola of China" and "the Viagra of China" at 7.6x P/E
Links
Monday morning links
Special edition with links related to the war in Ukraine
Portfolio
Portfolio update February 2022
No major impact from the war in Ukraine. Estimated reading time: 10 minutes
Thailand
A 360 degree view on Thai small-caps
Pon Van Compernolle's new book "360 Thailand", est. reading time: 15 minutes
Links
Monday morning links
Introduction to Asian equity markets, Uni-Charm Indonesia, ITFOR, Paxlovid approval
Deep-dives
Uni-Charm Indonesia (UCID IJ)
Indonesia’s largest baby diaper maker at 0.5x revenues
Thematic reports
Introduction to Asia-Pacific markets
The "Guide to Asia-Pacific Markets 2022" report
Links
Monday morning links
Korean cosmetics, Century 21 Real Estate, Packer & Co and OAM Asian Recovery Fund
Deep-dives
LG Household & Healthcare pref (051905 KS)
Turnaround king "Suk Cha" well placed to deal with short-term COVID problems