Archive - Asian Century Stocks

May 2025

Portfolio review May 2025

Estimated reading time: 22 minutes

May 28 •

Michael Fritzell

Kawai Musical Instruments (7952 JP)

Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target

May 25 •

Michael Fritzell

14:25

10 write-ups, 10 articles and 10 podcasts

May 21 •

Michael Fritzell

Hidden champions of Malaysia

Top 25 companies of Malaysia. Estimated reading time: 40 minutes.

May 18 •

Michael Fritzell

Giant Manufacturing (9921 TT)

The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E

May 11 •

Michael Fritzell

11:13

Premium subscriber Q&A

Ask me anything

May 7 •

Michael Fritzell

Become smarter through Generative AI

10 use cases for equity research. Estimated reading time: 20 minutes

May 3 •

Michael Fritzell

April 2025

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