Asia Editor for the Financial Times. Former Tokyo bureau chief, Fed correspondent and leader writer. I don't tweet much these days.
Hong Kong
Joined June 2009
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Robin Harding retweeted
How has China systematically built a vast pipeline of AI talent? My debut feature in FT Magazine explores the pivotal education program behind this achievement, weaving in some personal reflections.
China’s Genius Plan
as.ft.com/r/c8abb097-a2c5-4b…
Robin Harding retweeted
India newsletter klaxon 🇮🇳 📥🙏
Behold the first edition of the @FT's India Business Briefing, edited by @veenavenugopal and publishing biweekly. In this issue: India’s IPO fever, a new face at the RBI, and the trouble with Indian CFAs (and CFA exams)ft.com/content/3613cdc7-cf15…
Robin Harding retweeted
I'm delighted to have started a new role this year as Jakarta Correspondent at @FT, which has opened a new Indonesia bureau. I'll also be covering Vietnam and the Philippines. Pls send tips, hellos and Jakarta recommendations!
.@FT announces the opening of a new bureau in Jakarta, Indonesia, and the appointment of @AnanthalakshmiA as Jakarta correspondent. on.ft.com/3TIhYZX
Robin Harding retweeted
Applications open for the FT's trainee scheme. Please tell budding reporters. Some tragic cases join the FT this way and never leave. ft.com/content/314ff7f3-0464…
That concludes this thread of all the stocks pitched at Sohn Hong Kong today. Basically all long ideas. Some classic blood-on-the-streets value trades. Growth & activist pitches were harder to evaluate without research but a couple sounded promising.
Seth Fischer of Oasis Management: long China Education Group & other vocational education stocks in China. markets.ft.com/data/equities… All China education stocks flattened by common prosperity, but higher/vocational education can be for-profit, P/Es at 4-5x.
Seth Fischer of Oasis Management: long China Education Group & other vocational education stocks in China. markets.ft.com/data/equities… All China education stocks flattened by common prosperity, but higher/vocational education can be for-profit, P/Es at 4-5x.
Toby Rodes of Kaname Capital: long Fukuda Denshi, medical device company in Japan. markets.ft.com/data/equities… Governance/activism story. Quality company, P/E of 8x, accuses management of self-dealing.
Masa Yamaguchi of MY.Alpha Management: long Fortis hospitals in India. markets.ft.com/data/equities… Overhang from court case soon to be resolved, turnaround under new management, great asset & undervalued.
Wei Hee of Partners Bay: long Hartalega Holdings in Malaysia, maker of rubber gloves. markets.ft.com/data/equities… Industry wipeout post-Covid, best management in the sector, low valuation on normalised earnings.
Mark Tinker of Toscafund: long BPER Banca in Italy. markets.ft.com/data/equities… Like European banks: return to positive NIM, low valuations, everyone hates the sector. P/e 5x, 8% yield, 145% upside.
Jay Shin of QUAD Investment Management: long Hy-Lok Corp, Korean maker of valves. Cash is 2/3rds of market cap, activist campaign leading to better governance, cash returns.
Eashwar Krishnan of Tybourne Capital Management: long Disco Corp, Japanese maker of semiconductor slicing/grinding equipment markets.ft.com/data/equities…. Shift to silicon carbide power semiconductors in EVs creates growth inflection, dominant market share, targeting stock to double.
Jeremy Bond of Terra Capital: long NGEx Minerals. markets.ft.com/data/equities… Structural growth in copper, emerging mining district in Chile, backed by value-creating Lundin family.
Gordon Yeo of Arisaig Partners pitches Mobile World Investment Corp, multi-format retailer in Vietnam. Thesis: quality management, big opportunity in groceries, structural growth market.
Richard Lawrence of Overlook Investments: long China Yangtze Power, owner of the Three Gorges Dam. Dam economics, valuation discount to property assets, good capital management. markets.ft.com/data/equities…
Edward Lei of Astroll Management pitches long BOE Varitronix, maker of automotive display modules. Argues 30-40% CAGR growth in the next few years with displays taking over the interior of vehicles. markets.ft.com/data/equities…
Sean Ho of Triata Capital: long Kuaishou markets.ft.com/data/equities…. Argues Kuaishou has unique content versus Douyin (China Tiktok) so not a value trap as the market thinks. With AI, hidden value in its data.