Readings For The Week (18/2)

This week’s readings / links include a conversation with Seth Masters (formerly with Alliance Bernstein), the 4Q 2017 newsletter from Benjamin Koh (Lighthouse Advisors), the latest piece from James Montier (GMO), an interview with Kishore Mahbubani and Hubert Horan on whether Uber can ever deliver. Investment polymath: A conversation with Seth Masters, formerly with Alliance […]

David Webb Adds To Tungtex

David Webb recently added to his stake in HK-listed Tungtex (Holdings) Co. Ltd. (Tungtex). According to a filing submitted to the Hong Kong Stock Exchange on February 9th, 2018, he purchased 300,000 shares on the exchange at an average price of HKD 0.8567 per share on February 6th. Following the purchase, Webb’s stake in Tungtex increased from 5.94% […]

Readings For The Week (11/2)

Some excellent content this week. Enjoy! How Djibouti became China’s gateway to Africa: One of Africa’s smallest countries has become China’s “strategic partner.” Conversation with Håkan Samuelsson: On the transformation of Volvo Cars under Chinese ownership (Geely). Exit interview: Mark Mobius on 30 years of emerging markets. How Grab is giving Uber a run for […]

Readings For The Week (4/2)

This week’s readings / links include the Q4 2017 report from Platinum Asset Management, a look at “gray rhinos” in China, a book recommendation from Bill Gates, an interview with Ed Thorp and Bilahari Kausikan on why Trump’s global retreat is an illusion. Platinum Q4 2017 report: Includes commentaries from the International, Asia and Japan Fund […]

NTAsian Trims Stelux Holdings Stake

NTAsian Discovery Master Fund (NTAsian) recently trimmed their stake in HK-listed Stelux Holdings International Ltd. (Stelux Holdings). According to a filing submitted to the Hong Kong Stock Exchange on February 1st, 2018, the firm sold 12,909,000 shares on the exchange at an average price of HKD 0.61 per share on February 1st (total consideration was ~US$1m). […]

Longleaf Partners Q4 2017 Report

The Longleaf Partners International Fund recently published their 4Q shareholder letter, which you can download and read here. The letter includes commentary on a number of the Asian companies in their portfolio, including Melco International, CK Asset and Yum China. Some highlights on Yum China below (a direct excerpt from their letter): Yum China: “…the […]

Silchester Adds To Luk Fook

Silchester International Investors LLP (Silchester) recently added to their stake in HK-listed Luk Fook Holdings (International) Limited (Luk Fook). According to a filing submitted to the Hong Kong Stock Exchange on January 26th, 2018, the firm bought 1,065,000 shares off the exchange at an undisclosed price on January 26th. Following the purchase, Silchester’s stake in Luk […]