Asian Century Stocks is the #1 newsletter for Asian value stocks
Asian Century Stocks is an independent publication that discusses value stocks in the Asia-Pacific. You’ll learn about companies and trends mainstream media isn’t paying attention to. The publication is entirely supported through subscriptions. My focus is on serving you with insights and ideas.
By joining, you’ll learn the ins and outs of 20 stocks each year through in-depth deep-dive reports. You’ll also receive thought-provoking thematic reports and track my monthly portfolio updates. And finally, you’ll get access to a community of like-minded investors. You get this for $29/month, paid yearly. New readers enjoy a 30-day free trial.
The Best of Asian Century Stocks
Deep-dives
Japanese dairy brand Yakult (2267 JP)
Hong Kong supermarket operator Best Mart 360 (2360 HK)
Hong Kong property developer Tai Cheung (88 HK)
Transport operator MTR Corporation (66 HK)
Tencent parent Prosus (PRX NA)
Philippine gin brand Ginebra San Miguel (GSMI PM)
Investment fund Fairfax India (FIH/U CN)
Hong Kong router developer Plover Bay Technologies (1523 HK)
Japanese tire retailer Fuji Corp Miyagi (7605 JP)
Hong Kong-listed luggage maker Samsonite (1910 HK)
Conglomerate Boustead Singapore (BOCS SP)
Australian metal detector producer Codan (CDA AU)
Entertainment conglomerate Sony (6758 JP)
Indonesian chocolate brand Delfi (DELFI SP)
Japanese flavors and fragrance maker T. Hasegawa (4958 JP)
Hong Kong conglomerate CK Hutchison (1 HK)
Indonesian beer producer Multi Bintang (MLBI IJ)
Hello Kitty inventor Sanrio (8136 JP)
Japanese karaoke bar operator Koshidaka (2157 JP)
Japanese condom maker Okamoto (5122 JP)
Thematic reports
Complete guide to Singapore REITs
The case for Platinum Group Metals
Johor’s property market is heating up
Hong Kong’s death has been exaggerated
Tokyo Stock Exchange’s corporate governance reforms
Korea’s Corporate Value Up program
Travel notes: Hong Kong
Asian closed-end funds trading at a discount
Stan Druckenmiller’s views on gold
Book review: Fraud in Asia
The reason cocoa prices have rallied
Hong Kong’s tourism boom
The rubber glove cycle is bottoming
Japans’ restaurant industry
Oversupply in lithium
The post-COVID cinema recovery
The new anime fad
China’s border reopening
Introducteion to the shipbuilding industry
Asia’s fertilizer industry
Japan’s coming tourism boom
Introduction to the global toy industry
Asia’s airport industry
Korea’s preference share asset class
Review of Claire Barnes’ book Asia’s Investment Prophets
Speculation in 1980s Taiwan
Hidden champions of Taiwan
Hidden champions among India’s ADRs/GDRs
Hidden champions among China’s ADRs
Hidden champions of Hong Kong
Hidden champions of Singapore
Portfolio updates
Portfolio update August 2024
Portfolio update July 2024
Portfolio update June 2024
You can also find the full Table of Contents here:
Who am I?
I am Michael Fritzell, a Swedish citizen who has been living in Asia since 2009.
Why should you listen to me?
15 years of experience in the industry, and most of that in Asia
Long-time member of Joel Greenblatt’s Value Investors Club
Became a CFA Charterholder in 2012
Master’s Degree in Finance from Stockholm School of Economics
Writing Asian Century Stocks is my passion and a full-time job. I send out new insights 1-2 per week. My job is to serve you the best I can.
Disclaimer: I am NOT a financial advisor. Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained in this publication is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. The opinions expressed in such publications are those of the publisher and are subject to change without notice. You are advised to discuss your investment options with your financial advisers, whether any investment is suitable for your specific needs. I may, from time to time, have positions in the securities covered in the articles on this website.
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Discover value stocks in Asia-Pacific
Subscribers receive over 20 deep-dive reports per year, thought-provoking thematic reports, insights into my Asia-focused portfolio and access to a community of Asia-focused investors.
The Asian Century Stocks Substack is an investment education website managed by Delante Media. The company is not licensed or regulated to carry on business in providing any financial advisory service. Any information provided on this site is meant purely for informational and investor educational purposes and should not be relied upon as financial advice.
