Archive - Asian Century Stocks

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Hainan duty-free stores and cross-border e-commerce platforms stand to benefit. Estimated reading time: 13 minutes

Michael Fritzell

Mar 22

Deep Dive 2023-5, Halyk Bank, Oriental Watch, Nintendo

Michael Fritzell

Mar 20

Deep-dive 2023-5 Watch now (9 min) | Hong Kong tourism proxy at a 67% discount to NAV

Michael Fritzell

Mar 19

Secular growth for decades to come. Estimated reading time: 11 minutes

Michael Fritzell

Mar 15

En-Japan, Geo-Energy Resources, Haw Par Corporation

Michael Fritzell

Mar 13

A highly successful HR-tech company suffering from weak near-term earnings due to its new Engage platform. Estimated reading time: 22 minutes

Michael Fritzell

Mar 12

On VIE structures, delisting risks and potential workarounds. Estimated reading time: 15 minutes

Michael Fritzell

Mar 8

KFC, Japanese restaurants, Astutex alt-data

Michael Fritzell

Mar 6

Fast-food and sushi are taking market share on a secular basis, but the izakayas have the greatest recovery potential. Estimated reading time: 36…

Michael Fritzell

Mar 5

On the use of alternative data when forming investment decisions. Estimated reading time: 9 minutes

Michael Fritzell

Mar 2

February 2023

Deep-dive 2023-4, Techtronic, Shimano, Business Brain Showa-Ota, Keck Seng Investments

Michael Fritzell

Feb 27

Rally in MAP Aktif but weaker-than-expected earnings at VTech. Estimated reading time: 24 minutes

Michael Fritzell

Feb 26

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