1010 Printing is now Lion Rock Group Limited. The registration of the new name of the company in Hong Kong under Part 16 of Companies Ordinance (Chapter 622 of the Laws of Hong Kong) took effect on June 5th, 2017. The company now has a new website (www.lionrockgrouphk.com), launched on June 12th, 2017. You can read the full announcement […]
Month: June 2017
Readings For The Week (11/6)
This week’s readings include thoughts on politics and investing from Aswath Damodaran, the outlook for mobile money in India, how the QR code is facilitating China’s rapid shift towards a cashless society, Peter Tasker on recent troubles at Toshiba and Samsung and an interview with Nick Szabo. A tale of two markets: Aswath Damodaran on politics […]
Indonesia: Harnessing Its Potential (KKR)
KKR’s global macro team have published a new report on their outlook and investment case for Indonesia. They say the country “has emerged as somewhat of a pure-play on [their] thesis that large, domestic economies will prosper in a world that now favours domestic agendas over global ones.” Back in 2013, KKR noted Indonesia’s favourable demographic trends but felt […]
Updated Tracker & Portfolio Changes (Short)
I have updated the portfolio tracker, which you can view here. The share price and index data are as of market close on June 7th. Please do make note of the disclaimers outlined on the tracker page. The largest contributors to performance have been TK Group and Netease, which are now up 60.8% and 44.7% respectively (including […]
Marathon Adds to Esprit Stake
Marathon Asset Management LLP (Marathon) recently added to its stake in HK-listed Esprit Holdings (Esprit). According to a filing submitted to the Hong Kong Stock Exchange on June 5th, 2017, the firm bought 6,506,500 shares on the exchange on June 2nd at an average price of HKD 5.578 per share (the total consideration was ~US$4.66m). Following the purchase, Marathon’s stake in Esprit […]
2017 Sohn Conference Hong Kong
The 2017 Sohn Conference Hong Kong took place yesterday at the Asia Society’s Jockey Club Hall. FT Alphaville covered the event and you can find their full notes from all the speaker presentations here. For more on how the 2016 picks played out, see here. Below is a summary of this year’s speakers and their corresponding picks: Seth Fisher (Oasis): […]
Jim Chanos at Bloomberg Invest Summit
Jim Chanos, the founder and president of Kynikos Associates, spoke with Joe Weisenthal and Scarlet Fu on the opening night of the 2017 Bloomberg Invest Summit. The video of the 30 minute session is included below. He discussed a wide range of topics including US-China relations, his outlook for the Chinese economy, short opportunities in the US healthcare sector […]
Mary Meeker’s 2017 Internet Trends
Kleiner Perkins Caufield & Byers partner Mary Meeker recently published her annual global internet trends report. You can find a link to the presentation here but it is also embedded at the bottom of this post for ease of reference. Well worth a read as it contains lots of interesting data and insights. For folks interested in regional trends, […]
Jardine Acquires Stake in Greatview Aseptic
JSH Venture Holdings, a subsidiary of Jardine Strategic Holdings Limited (Jardine Strategic), announced on June 2nd that it has taken a stake in Greatview Aseptic Packaging (Greatview). Based on the filing submitted to the Hong Kong Stock Exchange, JSH Venture purchased 296,177,741 ordinary shares, which represents approximately 22.15% of the issued share capital of Greatview, at an average […]
Readings For The Week (4/6)
This week’s readings include the first quarter letter from Petra Capital Management, the BBC on “karoshi,” an Economist special on overfishing, Balaji Srinivasan’s thoughts on tokens and a dozen insights from Charlie Munger from the 2017 Berkshire annual meeting. Q1 2017 letter: Market update and commentary from Petra Capital Management. The young Japanese working themselves to death: Japan has some of the […]