Apple Partner Hon Hai Reports Weakest December Revenue In Years, But EV Growing; Buying Opportunity
Hon Hai's December revenue was the lowest in recent history, but latest developments show its EV business expansion progressing and the stock is...
366 Views
Samsung Electronics Placement - Somewhat Well Flagged but Could Have Timed It Better
KEB Hana Bank, on behalf of the Lee family, is looking to raise up to US$1.6bn via selling 0.5% of Samsung Electronics (005930 KS)
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Naspers (NPN) X Prosus (PRX): A Look Back at 2023, Regulatory Risk Back in Spotlight
A look into how the discounts traded through the year. Naspers outperformed Prosus by a large margin highlighting the merits of the structure...
361 Views
Vietnam: Resilient Economic Growth Driven by Friend-Shoring & Bamboo Diplomacy
Vietnam's government expects robust growth in 2024 despite GDP growth in 2023 falling short of the target, China and the US seek closer ties with...
366 Views
2023 Shareholder Letter
The last twelve months were, market-wise, interesting. Multiple things have happened that contributed to changes in my thinking-process.
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