Asian Century Stocks

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Guide to corporate governance
Estimated reading time: 16 minutes
 • 
Michael Fritzell
2
Riverstone (RSTON SP)
An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield
 • 
Michael Fritzell
2
10:08
MAP Aktif (MAPA IJ) — 2025 update
Estimated reading time: 16 minutes
 • 
Michael Fritzell
6:19
Interview with Michael McGaughy
From Research Alpha. Estimated reading time: 14 minutes
 • 
Michael Fritzell
3

June 2025

Portfolio update June 2025
Another strong month. Estimated reading time: 28 minutes
 • 
Michael Fritzell
5
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

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