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Hallyu Everywhere

, and Michael Fritzell

9 March 2026

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Deep-dives

Structural Monitoring Systems (SMN AU)

, and Michael Fritzell

8 March 2026

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Insiders

Insiders February 2026

9.8x more selling than buying in Mainland China

, and Michael Fritzell

10 March 2026

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Thematic reports

Investing, Fast and Slow

, and Michael Fritzell

2 March 2026

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Portfolio

Portfolio update February 2026

, and Michael Fritzell

1 March 2026

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Thematic reports

Babies out with the SaaS-water

, and Michael Fritzell

23 February 2026

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Deep-dives

The Hour Glass (HG SP)

, and Michael Fritzell

22 February 2026

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Thematic reports

Alcohol stocks bottoming?

, and Michael Fritzell

16 February 2026

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Deep-dives

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Deep-dives

Structural Monitoring Systems (SMN AU)

Blue-chip avionics company at 1.6x EV/Sales with a near-term FAA approval catalyst

, and Michael Fritzell

8 March 2026

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Deep-dives

The Hour Glass (HG SP)

Singapore-based luxury watch retailer at 9.4x P/E

, and Michael Fritzell

22 February 2026

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Deep-dives

Update: Casio (6952 JP)

Casio's in turnaround mode at 1.0x EV/Sales

, and Michael Fritzell

15 February 2026

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Deep-dives

Carabao (CBG TB)

The “Monster Beverage of Thailand” at 12x forward P/E

, and Michael Fritzell

8 February 2026

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Editors’ Picks

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Welcome to Asian Century Stocks

, and Michael Fritzell

3 January 2026

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