Asian Century Stocks is a newsletter providing high-quality stock 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.

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Here's another from @AsianCenturyStx... DFI:SP #DairyFarm...part of the #JardineMatheson complex:…

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Malaysia 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.

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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.

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You can find me on Twitter at @Fritz844

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