Asian Century Stocks is a newsletter providing high-quality stocks ideas across Asia.
As a paid-up subscriber, you get at least 20x ideas per year. The ideas are presented in a PowerPoint format with 30-50 slides each. The stocks selected are value-oriented with clear near-term catalysts. I release new reports on Sunday morning at 10.00 am Singapore time.
Here is a list of my previous ideas:
2021-12: QAF ($)
2021-10: United Plantations ($)
2021-9: BAT Malaysia ($)
2021-8: Genki Sushi Co, Ltd ($)
2021-7: Delfi Ltd
2021-6: China Unicom (Hong Kong) Limited
2021-5: Sanrio Company, Ltd
2021-2: SBS Transit Ltd
2020-7: Koshidaka Holdings Co Ltd
2020-6: Weibo Corporation
2020-5: CNOOC Ltd
2020-4: SATS Ltd
2020-2: Haier Smart Home Co Ltd D-Share
2020-1: Haw Par Corporation Ltd
An example report:
Occasional long-form writing
I also write occasional thematic reports, industry thematics, book reviews, etc. These articles are also released on Sunday mornings at 10.00 am Singapore time.
An example report:
Monday Morning Links
All subscribers (free + paid) get access to a weekly e-mail with key news reports and links designed to keep you up-to-date on what is going on in Asian equity markets.
Who reads my work?
Ian Easton @Ian_M_Easton10 things I learned from “The Chinese Invasion Threat", by @Fritz844 https://t.co/Px7zjCqIZv
Asian Century Stocks Members @AsianCenturyStxMalaysia Airports (MAHB MK): Airport monopoly that's a beneficiary of Chinese tourism. New regulatory framework should increase profitability. With a recovery in air travel following COVID-19 and a P/E of 19x, we see upside of +51% against 2023e earnings. https://t.co/UXVpAQamLr
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About the author
I have worked as an analyst and co-portfolio manager in Asia for well over a decade. I am a CFA charter holder and have a Master in Finance from Stockholm School of Economics. I speak and read Mandarin Chinese. I live in Singapore together with my wife and son.
Follow my Twitter account
You can find me on Twitter at @Fritz844