Michael Fritzell - Asian Century Stocks (Page 6)

Portfolio

Portfolio review February 2025

Excitement in Japan SaaS. Estimated reading time: 20 minutes

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February 26, 2025

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Weekly Highlights

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February 24, 2025

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Thematic reports

Japan's top 2024 IPOs

Estimated reading time: 16 minutes

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February 23, 2025

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Singapore

Boustead Singapore meeting (BOCS SP)

Estimated reading time: 14 minutes

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February 20, 2025

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Links

Links February 2025

13 investment write-ups, 18 articles and 13 podcast episodes

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February 18, 2025

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Weekly highlights

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February 17, 2025

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Japan

Poper (5134 JP)

Japanese cram school SaaS service at 1.7x EV/Sales

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February 16, 2025

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Thematic reports

How do Zoomers behave?

Estimated reading time: 18 minutes

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February 12, 2025

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Weekly Highlights

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February 11, 2025

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Deep-dives

Haad Thip (HTC TB)

Monopoly Coca-Cola bottler at 10x P/E and 7% dividend yield

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February 9, 2025

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Thematic reports

A coming surge in trading volumes

How CMEPA will affect Philippine equities. Estimated reading time: 12 minutes

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February 5, 2025

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Weekly Highlights

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February 3, 2025

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Thematic reports

Guide to dividend withholding taxes

Estimated reading time: 5 minutes

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February 2, 2025

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Portfolio

Portfolio review January 2025

Big news for the Philippines. Estimated reading time: 24 minutes

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January 29, 2025

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Weekly Highlights

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January 27, 2025

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Deep-dives

Subaru (7270 JP) － 2025 update

Estimated reading time: 18 minutes

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January 26, 2025

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