Third Plenum, Hoya Corp (7741 JP), Murata (6981 JP), SEA Ltd (SE US), SingTel (ST SP)
Alētheia Capital
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The Five at Five newsletter is published every Friday and pulls together 5 showcase notes produced over the last 7 days from across the Alētheia Capital platform.
We are days away from the 3rd Central Committee (CC) Meeting of the 20th Party Congress (15-17 July) in Beijing.
In the run up to this, China strategist Vincent Chan will be sharing his thoughts.
This week's #ChinaPulse explored the area of fiscal reform.
The #FiveAtFive shifts its focus now to single stock ideas.
Warren Lau provides an update on Hoya Corp (7741 JP).
The information technology division of the company is rebounding and there is scope for further capital returns to shareholders.
What about Murata Manufacturing (6981 JP)?
George Chang refreshes his numbers on the back of more positive macro data and analyses the impact of #AI on the product cycle.
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The competitive landscape for SEA Limited (SE US) remains challenging.
Nirgunan Tiruchelvam looks at the impact of TikTok's progress in South East Asia and how SEA can respond.
We wrap up with APAC Telecoms.
Chris Hoare has long been a proponent of Singtel (ST SP).
In this latest update we explore more potential drivers.
Please check out our company website https://www.aletheia-capital.com/ for details of the rest of all our #products, #research, #events, and more!
That's it for this week.
As ever, if you would like to follow up on any or all of the above, please do get in touch!
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