✨ 5 Jan 2022 | Value Investing Substack NEWS
Smartkarma's long thesis of Taste Gourmet, Charlie Munger must really like China's Alibaba, BJCORP CEO's musings x3, RCEP launches, HK bans flights & imposes curfew, North Korea's missile launch
HIGHLIGHTS
SUBSTACKS + BLOGS + TWITTER
The China Mobile H (941 HK) consensus payout ratio hasn't budged.
If it goes to the same level as China Telecom, it has a forward yield of 10%, and 57% of market cap is net cash (another 5+% in China Tower shares).
LINKS
Stock Markets:
Charlie Munger must really, really like China's Alibaba | CNN
Malaysia's Karex: COVID lockdowns dented condom demand (Malaysia - Condoms)
BJCORP CEO: 3 Things for 2022 (LinkedIn)
BJCORP CEO: Learnings from 2021 (Linkedin)
2022 outlook: A commentary by Abdul Jalil Abdul Rasheed, CEO of Berjaya Corp Bhd (Malaysia - read my latest BJCORP article linked below!)