Portfolio update June 2022
Weak monthly performance due to the falling yen and a correction in the share prices of commodity stocks. Estimated reading time: 14 minutes
Latest
South Korea’s ‘Corporate Value Up’ Reforms: Ending the Korea Discount
South Korea as the next frontier for corporate governance reforms
Understanding the e-paper market
The display panels used in the Amazon Kindle and electronic shelf labels
E Ink (8069 TT)
The global monopoly in e-paper displays at 16x P/E with a color display catalyst