Hidden Champions of Australia
An attempt to find the best publicly listed companies in Australia
Ask Me Anything Oct 2025
On Monday, I asked whether you had any questions you wanted me to answer. I've just recorded a video where I try to answer these questions: 1. Brief update on your current general outlook for the countries you cover? (1:00) 2. How to set up a long-term
Oriental Watch (398 HK)
Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap
Japan's Iron Lady
An attempt to figure out whether the appointment of Sanae Takaichi as the next Prime Minister will have any implications for Japanese equities
Insiders September 2025
Why insiders tend to outperform + September 2025 insider transactions in Asia.
Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
This newsletter is now on Ghost
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&
Bermaz Auto (BAUTO MK)
Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E
Concepcion Industrial (CIC PM)
Philippine air-conditioning giant at 7x P/E and 7% dividend yield
Golden Throat (6896 HK)
China’s leading lozenge maker at 10x P/E and a 10% dividend yield
Portfolio update August 2025
AeroEdge saves the portfolio. Estimated reading time: 26 minutes
A new era for Jardine Matheson
An under-the-radar transformation. Estimated reading time: 27 minutes.
