Company Profile

Investment

Company Profile - Tencent Music Entertainment (1698.HK) - May 20, 2026

1. Editor's Notes: * Value-investing heavyweight Li Lu just initiated a new position in Tencent Music (TME), signaling that the market’s extreme reaction to a metric blackout has opened up a classic value disconnect. Shaken by management’s sudden decision to stop disclosing quarterly subscriber metrics, the street

Investment

Company Profile - Dai Nippon Printing (7912.T) - Apr 15, 2026

Editor's Notes * We are taking a closer look at Dai Nippon Printing Co., Ltd. (7912.T) after highlighting it as a potential idea in our newsletter today. The core thesis is its strategi pivot from a legacy printing firm into a vital supplier for advanced semiconductor materials and