Table of contents
A list of all Asian Century Stocks posts throughout history
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Here you can find all previous Asian Century Stocks posts. I will be adding to these lists as new content becomes available.
Deep-dives
2022-13: Uni-President China
2022-12: Ten Sixty Four ($)
2022-11: Subaru ($)
2022-10: Genting Singapore ($)
2022-9: Thai Beverage
2022-8: T. Hasegawa ($)
2022-7: Pan Pacific International ($)
2022-6: Guangzhou Baiyunshan Pharma ($)
2022-5: Uni-Charm Indonesia ($)
2022-4: LG Household & Healthcare ($)
2022-3: MAP Aktif ($)
2022-2: CK Hutchison
2022-1: Holcim Philippines ($)
2021-25: Hanssem ($)
2021-24: Fairwood ($)
2021-23: Sempio Foods
2021-22: Daiichi Kosho ($)
2021-21: Multi Bintang ($)
2021-20: Pakuwon Jati ($)
2021-19: Ultrajaya Milk
2021-18: Pico Far East ($)
2021-17: TravelSky Technology ($)
2021-16: Jardine Cycle & Carriage ($)
2021-15: Okamoto Industries
2021-14: A2 Milk Company ($)
2021-13: Bloomberry Resorts ($)
2021-12: QAF ($)
2021-11: En-Japan
2021-10: United Plantations ($)
2021-9: BAT Malaysia ($)
2021-8: Genki Sushi Co, Ltd ($)
2021-7: Delfi
2021-6: China Unicom (Hong Kong) ($)
2021-5: Sanrio Company, Ltd (exited) ($)
2021-4: Ichigo Hotel REIT ($)
2021-3: Malaysia Airports ($)
2021-2: SBS Transit
2021-1: Dairy Farm ($)
2020-8: Yantai Changyu Pioneer Wine ($)
2020-7: Koshidaka Holdings
2020-6: Weibo Corporation (exited) ($)
2020-5: CNOOC Ltd ($)
2020-4: SATS Ltd ($)
2020-3: Major Cineplex ($)
2020-2: Haier Smart Home Co Ltd D-Share
2020-1: Haw Par Corporation ($)
Portfolio updates
April 2022: Portfolio update April 2022 ($)
March 2022: Portfolio update March 2022 ($)
February 2022: Portfolio update February 2022 ($)
January 2022: Portfolio update January 2022 ($)
December 2021: Portfolio update December 2021 ($)
November 2021: Portfolio update November 2021 ($)
October 2021: Introducing the Asian Century Stocks portfolio ($)
Thematic reports
May 2022: Battling a bear market
April 2022: Mapping the Asian airport sector ($)
April 2022: Borrowing ideas from funds, part 4 ($)
April 2022: Mapping the Asian ETF market
March 2022: Complete guide to Japan shareholder activism ($)
March 2022: Korean preference shares ($)
February 2022: A 360 degree view on Thai small-caps ($)
February 2022: China’s property market is turning ($)
January 2022: Chinese supermarket wars ($)
January 2022: Introduction to ASEAN cement ($)
December 2021: Predictions for 2022 ($)
December 2021: The Magic Formula meets Asia-Pacific ($)
December 2021: Borrowing ideas from funds, part 3 ($)
December 2021: Potential Omicron beneficiaries ($)
November 2021: Six contrarian bets in Hong Kong ($)
November 2021: Singapore residential property ($)
October 2021: Borrowing ideas from funds, part 2 ($)
October 2021: Borrowing ideas from funds, part 1 ($)
September 2021: The Indonesian property market ($)
September 2021: A dozen Japanese vaccination bets ($)
August 2021: Mass-market clothing stocks ($)
August 2021: The Asian tobacco industry ($)
August 2021: A/H-share discounts ($)
July 2021: Toll road stocks ($)
July 2021: Condom manufacturers ($)
June 2021: Revisiting past ideas ($)
June 2021: Asia’s casino industry ($)
June 2021: Buyback screen ($)
June 2021: Major themes for 2022 ($)
June 2021: Upstream oil & gas ($)
May 2021: Implications of B.1.617.2 (Delta) ($)
May 2021: Asian dairy industry ($)
May 2021: China’s housing market
May 2021: The East Asian development model
May 2021: Insider buying screen ($)
May 2021: China’s business cycle peaking ($)
May 2021: EV market predictions
April 2021: Korea’s stock market bubble
April 2021: The Asian travel recovery trade ($)
April 2021: US sanction removal bets ($)
March 2021: Asia’s defence industry
February 2021: How to protect your capital in a war ($)
Other
May 2022: CNOOC 2022 update ($)
February 2022: Introduction to Asia-Pacific markets
January 2022: Resources for Asia-focused investors
December 2021: Investing, Richard Lawrence-style ($)
November 2021: Will China become socialist again? ($)
October 2021: 11 Questions with "Hide not Slide"
October 2021: The Bank of Kyoto? ($)
October 2021: New Telegram Group for paid subscribers ($)
September 2021: Ping An? ($)
September 2021: Sony?
September 2021: Review of Marc Faber’s biography ($)
August 2021: 12 Questions with nipponNuggets
August 2021: Review of Asia’s Investment Prophets
July 2021: 12 Questions with Daniel Tabbush
July 2021: Nintendo? ($)
July 2021: Tencent? ($)
July 2021: The best retail broker for Asia
July 2021: 10 Questions with Aaron Pek
June 2021: Samsung is in a crucial transition
June 2021: Speculation in 1980s Taiwan
May 2021: Q&A with Delfi’s management team
May 2021: Review of Robert Kuok’s biography ($)
April 2021: Review of Karl Ulrich’s book Winning in China ($)
April 2021: Tips for new investors
April 2021: Simple tricks to spot fraud
January 2021: Book review of “The Chinese Invasion Threat”
A Table of Contents, what a great idea! Thanks for sharing!