Archive - Asian Century Stocks

Portfolio review April 2025

Liberated. Estimated reading time: 30 minutes

Apr 30 •

Michael Fritzell

Anicom (8715 JP)

Japanese pet insurance company with secular growth at 13x P/E

Apr 27 •

Michael Fritzell

10:42

Links April 2025

10 investment write-ups, 10 articles and 10 podcast episodes

Apr 23 •

Michael Fritzell

Travel notes: Taipei

Estimated reading time: 17 minutes

Apr 21 •

Michael Fritzell

10 Questions with Jussi Askola

Global REIT expert. Estimated reading time: 13 minutes

Apr 18 •

Michael Fritzell

Kina Securities meeting (KSL AU)

A Papua New Guinea commercial bank. Estimated reading time: 12 minutes

Apr 16 •

Michael Fritzell

Nippon Parking Development (2353 JP)

Irreplaceable assets with +12% historical EPS CAGR at 13x P/E

Apr 13 •

Michael Fritzell

11:02

Babies thrown out with the bathwater. Estimated reading time: 17 minutes

Apr 9 •

Michael Fritzell

Haad Thip meeting (HTC TB)

Steady performance but the higher sugar tax is a near-term headwind. Estimated reading time: 11 minutes

Apr 6 •

Michael Fritzell

Portfolio review March 2025

Liberation day? Estimated reading time: 26 minutes

Apr 3 •

Michael Fritzell

Travel notes: Pattaya

Estimated reading time: 14 minutes

Apr 1 •

Michael Fritzell

March 2025

Metrodata (MTDL IJ)

Indonesian IT distributor and system integrator trading at 9x P/E

Mar 23 •

Michael Fritzell

13:02

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts