Archive - Asian Century Stocks

August 2025

Golden Throat (6896 HK)

China’s leading lozenge maker at 10x P/E and a 10% dividend yield

Aug 31 •

Michael Fritzell

9:17

Portfolio update August 2025

AeroEdge saves the portfolio. Estimated reading time: 26 minutes

Aug 28 •

Michael Fritzell

A new era for Jardine Matheson

An under-the-radar transformation. Estimated reading time: 27 minutes.

Aug 25 •

Michael Fritzell

Links August 2025

10 write-ups, 10 articles and 10 podcasts

Aug 20 •

Michael Fritzell

Mercari (4385 JP)

Japan’s leading C2C trading app at 14x P/E with margin uplift potential

Aug 17 •

Michael Fritzell

13:15

Ask me anything

Aug 12 •

Michael Fritzell

Interview with "DaBao"

FinTwit celebrity. Estimated reading time: 11 minutes

Aug 11 •

Michael Fritzell

Haier D-share (690D GR) — 2025 update

World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes

Aug 10 •

Michael Fritzell

5:41

Hidden Champions of Thailand

Top 25 companies of Thailand. Estimated reading time: 34 minutes.

Aug 3 •

Michael Fritzell

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