Insiders
Hi! Welcome to a subscriber-only edition of Asian Century Stocks – a newsletter about Asian value stocks. For a complete list of all previous posts, check out the Table of Contents. Disclaimer: This article constitutes the author’s personal views and is for entertainment and educational purposes only. It is
Deep reports for serious, Asia-focused investors
CIO at Variant Perception
Visiting the Weird Shit Investing conference
Five stocks with insider buying in China, South Korea, Indonesia and Thailand
The leader in cinema equipment at 9x P/E
No signs of disruption from generative AI
Port terminal operating system developer at 6x P/E
DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain
The FICO of South Korea at 10x P/E
Asia's publicly listed credit bureaus
Thailand’s paint leader at 8x P/E and 6.5% dividend yield
Asia transaction is data still bullish
Titleist and FILA at 9.1x P/E
