Asian Century Stocks

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Portfolio update June 2025
Another strong month. Estimated reading time: 28 minutes
 • 
Michael Fritzell
3
Interview with Pon Van Compernolle
Estimated reading time: 12 minutes
 • 
Michael Fritzell
Links June 2025
10 write-ups, 10 articles and 10 podcasts
 • 
Michael Fritzell
4
Subscriber Q&A
For premium subscribers only
 • 
Michael Fritzell
15
Didi Global (DIDIY US)
China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst
 • 
Michael Fritzell
9:45
Haw Par (HPAR SP) — 2025 update
Estimated reading time: 16 minutes
 • 
Michael Fritzell
5
3:35

May 2025

Portfolio review May 2025
Estimated reading time: 22 minutes
 • 
Michael Fritzell
7
Kawai Musical Instruments (7952 JP)
Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target
 • 
Michael Fritzell
5
14:25
Links May 2025
10 write-ups, 10 articles and 10 podcasts
 • 
Michael Fritzell
2
Hidden champions of Malaysia
Top 25 companies of Malaysia. Estimated reading time: 40 minutes.
 • 
Michael Fritzell
12
Giant Manufacturing (9921 TT)
The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E
 • 
Michael Fritzell
11:13
Premium subscriber Q&A
Ask me anything
 • 
Michael Fritzell
26
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