27th January, 2006

One of these days your Friday afternoon entertainment will extend to more than a walk through my past. I'm off to Hong Kong on Tuesday next week and the week after that will be in Japan for our Forum. Kai Tak rules not withstanding this should provide a rich vein of useful and mildly entertaining insight. In the meantime, we have launched coverage on a pharmaceutical stock in Indonesia which prompted me to trawl through my old trip reports. Horrifically, it transpires that it is just over 14 years ago that I last made a research trip to Jakarta. If memory serves me I lost a day out of the schedule after a night at Java Jive with Johnny Mytton, and another afternoon, at a visit to one of Indocement's plants which was a euphemism for a round of golf at Jagawari. But, if you can be bothered to read the accompanying trip report, I am sure you will agree it was a worthwhile 6 days, not least because I identified Kalbe Farma as a compelling long term investment opportunity and also had the privilege of meeting the director of Pakuwon Jati, an ill-fated Surabaya based property company, with the wonderfully apt name, Mr. Richard Adisastra.