Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
651 articles
(Page 24)
Hong Kong's tourism boom
The ongoing boom in mainland tourism to Hong Kong is likely to benefit a large number of Hong Kong-listed companies. Estimated reading time: 21 mins
Portfolio review May 2023
Indonesian consumer stocks are rallying but the real value is in China. Estimated reading time: 29 minutes
Major Cineplex update (MAJOR TB)
COVID-19 earnings recovery on track, with the election unlikely to impact the business much. Estimated reading time: 14 minutes
MacroAsia (MAC PM)
The leading aviation services business in the Philippines enjoying a COVID recovery
The best recent posts on Asian Century Stocks
A monthly reminder of the best recent posts sent to paid subscribers
Deep-dive 2023-8: NagaCorp (3918 HK)
Cambodian monopoly casino operator getting ready for a wave of Chinese tourists