Archive - Asian Century Stocks

Portfolio review December 2024

One new position. Estimated reading time: 22 minutes

Jan 3 •

Michael Fritzell

Naming and shaming in Japan

Estimated reading time: 14 minutes

Jan 17, 2024 •

Michael Fritzell

Hidden champions of Malaysia

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

May 18 •

Michael Fritzell

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

Apr 9 •

Michael Fritzell

Become smarter through Generative AI

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

May 3 •

Michael Fritzell

Complete guide to Japan's SaaS industry

Estimated reading time: 38 minutes

Oct 23, 2024 •

Michael Fritzell

Bottom-fishing in Indonesia

Estimated reading time: 24 minutes

Mar 16 •

Michael Fritzell

Alternative data for dummies

Estimated reading time: 18 minutes

Sep 11, 2024 •

Michael Fritzell

Halyk Bank (HSBK LI)

Kazakhstan's leading commercial bank at 3x P/E

Mar 9 •

Michael Fritzell

11:26

Portfolio update June 2025

Another strong month. Estimated reading time: 28 minutes

Jun 29 •

Michael Fritzell

Something is rotten in the state of Korea

But the drama is more or less over. Estimated reading time: 17 minutes

Jan 7 •

Michael Fritzell

Samsonite (1910 HK) － 2024 update

Broken merger arb situation turned value stock. Estimated reading time: 18 minutes

Jul 28, 2024 •

Michael Fritzell

#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