Biting off more than I can chew
Joined September 2015
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Value Praya retweeted
Gas Malaysia (GASM.KL), a boring ~6% yielder with limited growth? As Malaysia gas subsidies unwind and market liberalization nears by 2030, this pipeline leader is quietly gearing up for new infrastructure plays and tailwinds.
Deep dive and KL insights:
pyramidsandpagodas.com/p/gas…
Value Praya retweeted
Elliott Management has *just* published a presentation on Toyota Industries. It is better than 99% of activist presentations on Japanese situations.
English
elliottletters.com/wp-conten…
Japanese
elliottletters.com/wp-conten…
Value Praya retweeted
It is with great sadness that we share that David M. Webb MBE passed away peacefully in Hong Kong on Tuesday January 13th, 2026 from metastatic prostate cancer. David will be missed by family, many friends, and supporters. The family request privacy at this difficult time.
Value Praya retweeted
Indonesia's plastics industry may lack the shine of EM hotspots, but Panca Budi (PBID.JK) is a lean local leader with a grip on traditional markets and a distribution moat in this huge market. An undervalued powerhouse in a quietly booming industry?
Link:
pyramidsandpagodas.com/p/pan…
Value Praya retweeted
Paxman ($PAX.ST) my latest write-up. Founder led microcap MedTech company which is carving out it's own niche in cancer care. No paywalls just some intro-rambling from me and 28 slides to flip through, you find it at the usual link. Hope you enjoy, retweet if you do. 😁😁
Value Praya retweeted
Trump's tariff own-goal: He apparently has no idea how much this will hurt US consumers and how little it will affect the trade deficit. Asian manufacturers and their investors can, to a large extent, sleep easy tonight. webb-site.com/articles/trump…
Value Praya retweeted
The coming end of Webb-site: Unfortunately, there are going to be some more changes around here. Our founder explains why.
Source: Webb-site.com | Source date: 12-Feb-2025 14:00 dlvr.it/THwjZm
Value Praya retweeted
[Warning: stream of consciousness post] Small-cap investing in Japan (sub-$300m) in 'no-man's land' without institutional or passive flows can be incredibly challenging and frustrating. Many apply their local 'strategy' to this illiquid landmine and fail. There are 5 ways to win.
Value Praya retweeted
1/ Great write up on Hysan Development $0014.hk by my friend @Valuepraya. Check it out!
A few comments. Saying Hysan overpaid for the CHR project is an understatement. But it's done, water under the bridge. It's in the price, and by the end of the day it will reinforce Hysan's
Value Praya retweeted
Big story up on #SemiAccurate - Intel is (IMHO) likely to be acquired whole. Multiple sources, email, etc. Discussion at the other place.
semiaccurate.com/2025/01/17/…
Value Praya retweeted
Value Praya retweeted
Latest thoughts on HK investing and what will drive inflows to the market in 2025.
globalstockpicking.com/2025/…
Value Praya retweeted
This morning I published my interview with Hideaki Wada, the CEO of Hikari Tsushin. Wada is quite possibly one of my favorite CEOs for his ability to think critically about capital allocation. This is especially unusual among Japanese CEOs.
Link here: open.spotify.com/episode/1lw…
Value Praya retweeted
CATL (re)announced their skateboard chassis yesterday which has gone unnoticed, but it's a Big Deal imo. Going to selling cell to packs reduced barrier to entry to a couple billion rmb, selling the whole chassis should reduce it to <1bn (and further reduces differentiation)
Value Praya retweeted
Thanks @ValuePraya for translating these. Very helpful for non-mandarin speakers if interested in understanding $PDD (especially since the company doesn't say much publicly).
New post out on the stack, sharing how Pinduoduo's founder found success in his own words. These letters are compared to Buffett's shareholder letters in China but completely unknown outside - worth reading even if you aren't invested in $PDD. Link in bio.
Value Praya retweeted
A very special guest today: @DiogoPrnt discussing Chinese cemetery operator Anxian Yuan. A P/E of 6.1x and a dividend yield of 13.3%. asiancenturystocks.com/p/anx…
Value Praya retweeted
Our deep-dive investment case for Pryce Corp ($PPC.PS), a leading LPG importer and retailer in the #Philippines 🇵🇭 Pryce is poised to capture rising and inelastic demand through vertical integration, robust financials, and supportive regulation
pyramidsandpagodas.com/p/pry…
Value Praya retweeted
New post out, link in bio. x.com/ValuePraya
Lots of ideas, trying to commit to a more regular posting schedule if people like them.
