Summary: Asian Century Stocks has moved from Substack to another platform called Ghost. You don't have to do anything and your experience will be almost exactly the same as before. New posts will delivered via email and available on asiancenturystocks.com. The only difference is that you won&
Deep-dives
Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E
Thematic reports
8 rules. Estimated reading time: 18 minutes
Links
10 write-ups, 10 articles and 10 podcasts
Deep-dives
Philippine air-conditioning giant at 7x P/E and 7% dividend yield
Japan
Leading Japan warehouse management SaaS at 1.0x EV/Sales
Mainland China
China’s leading lozenge maker at 10x P/E and a 10% dividend yield
Portfolio
AeroEdge saves the portfolio. Estimated reading time: 26 minutes
Deep-dives
An under-the-radar transformation. Estimated reading time: 27 minutes.
Links
10 write-ups, 10 articles and 10 podcasts
Japan
Japan’s leading C2C trading app at 14x P/E with margin uplift potential
A complete guide for new readers
