Thailand's Date with Destiny, The Next Stage of Growth, Infineon (IFX GR), China's New Economy, Coupang (CPNG US)
Alētheia Capital
INVESTMENTS - IDEAS - ADVISORY - FINTECH Asia's #1 Global Independent Investment Advisory Firm
The Five at Five newsletter is published every Friday and pulls together 5 showcase #research notes produced over the last 7-days from across the Alētheia Capital platform.
We are smack bang in the middle of #earnings season, so rather than fill up the #FiveAtFive with results notes please check out our website for the coverage/updates there: www.aletheia-capital.com
#1 - We kick off this week with Dr Jim Walker (chief economist).
Ahead of the elections in #Thailand, Jim takes a look at the challenges and opportunities.
As the note suggests the country and the #economy really are at a 'critical juncture'.
#2 - Artificial intelligence (AI) continues to dominate headlines as well as the thoughts of thematic strategist Keith Woolcock .
In this week's edition of Keith's #newsletter we explore more ideas around the enabling technology where multiple opportunities lie.
#3 - Warren Lau's (technology hardware) note on 英飞凌 (IFX GR) looks ahead to the company's Q2 results (4th May).
Warren highlights the structural growth opportunities as well as what to watch for with the Q3 outlook and FY23E guidance.
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#4 - Next up, Eric Wen (China new economy) looks at new growth opportunities for China, and investors in China, across the fields of (renewable) #energy, #drugs, and #manufacturing.
#5 - We round the week off with Nirgunan Tiruchelvam 's (internet and consumer) in-depth initiation report on Coupang (CPNG US).
This company provides unique exposure to the continued explosion of e-commerce in South Korea.
That's it for this week.
As ever, if you would like to follow up on any or all of the above, please get in touch!
Product Marketing Team