Zombies, Space Capex, Top Indian Research, Wiwynn (6669)/Lotes (3533), Grab (GRAB US)
Alētheia Capital
INVESTMENTS - IDEAS - ADVISORY - FINTECH Asia's #1 Global Independent Investment Advisory Firm
Happy New Year and best wishes for 2023 and beyond from all of us at Alētheia Capital
The Five at Five newsletter is published every Friday and pulls together the 5 top research notes published over the last 7-days from across our platform.
1) We kicked off 2023 with Jim Walker revisiting the subject of 'disturbances in the force' and his concerns over #zombie companies.
2) Next up, thematic strategist Keith Woolcock expands on the investment opportunities being created from the huge #expenditure on the #space #economy.
3) Meanwhile the team in #India have pulled together a #compilation of 22 research reports from 2022 that have #resonance as we enter 2023.
4) At the single #stock level Skye Chen takes another look at Wiwynn (6669 TT) and Lotes (3533 TT) and the impact of rising energy costs on #datacenter demand.
5) Finally, we wrap up this week's research #highights with Nirgunan Tiruchelvam 's in-depth report on Grab Holdings (GRAB US).
p.s. If you are free next Thursday (12th January) at 16:30 HKT / 08:30 UKT we are hosting a call with our global strategist Jonathan Wilmot
The cheery subject? Lessons From a Year of Wealth Destruction.
Register via this link:?Alētheia Connect: Event Registration
Please get in touch if you would like more information about any of the above or any other Alētheia Capital products or drop us a line at [email protected]