Asian Century Stocks is a newsletter providing high-quality stock ideas across Asia.
About the author
The newsletter is written by me, Michael Fritzell - a Singapore permanent resident.
I have worked as an equity analyst and co-portfolio manager in Asia for over a decade. I am a CFA charterholder and graduated from Stockholm School of Economics with a Master in Finance.
Writing Asian Century Stocks is my full-time job.
What you get
Free tier: All free subscribers 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.
To sign up for the free weekly e-mail with stock related links, type in your e-mail in the box below and press “Subscribe”:
Paid tier: If you decide to become a fully paid-up member, you will get an additional 20x stock ideas per year. The ideas are presented in a fun digestible format with 30-50 slides each. The stocks are value-oriented with clear near-term catalysts. These ideas arrive in your inbox on Sunday mornings at 10.00 am Singapore time.
What are the benefits for you?
You save time and effort finding new stock ideas
Helps you construct a portfolio that should compound your capital over time
I do deep background research on each stock so that you don’t have to
A minimum quality guarantee: every idea has been well thought through
A low price - for a US$100,000 portfolio, only 0.3% per year
Here is a sample report for you to understand what you get as a full subscriber:
Here is a list of my previous ideas. The ideas without a dollar sign ($) are offered to you for free. The ideas with a dollar sign can only be accessed by subscribers.
2021-19: Ultrajaya Milk
2021-18: A small-cap HK COVID-19 recovery stock ($)
2021-17: TravelSky Technology ($)
2021-16: Jardine Cycle & Carriage ($)
2021-15: Okamoto Industries
2021-14: A2 Milk Company ($)
2021-13: Bloomberry Resorts ($)
2021-12: QAF ($)
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 (exited)
2021-2: SBS Transit Ltd
2020-7: Koshidaka Holdings Co Ltd
2020-6: Weibo Corporation (exited)
2020-5: CNOOC Ltd
2020-4: SATS Ltd
2020-2: Haier Smart Home Co Ltd D-Share
2020-1: Haw Par Corporation Ltd
Occasional long-form writing
I also write occasional thematic reports, industry thematics, book reviews, etc. These articles are usually released on Sunday mornings at 10.00 am Singapore time as well, with some exceptions.
An example report:
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
Asian Century Stocks is one of the very few value-focused equity research services focusing on the Asia Pacific region. Most other Substacks and newsletters focus on high-flying tech stocks.
Join over 148 Asian Century Stocks members by clicking on the free trial link below. You will then get immediate access to all previous ideas.
There is no obligation to continue subscribing after the trial period and you have a 100% money-back guarantee.
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You can find me on Twitter at @Fritz844