Asian Century Stocks

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Table of contents

A list of all Asian Century Stocks posts throughout history

Michael Fritzell
Oct 8, 2021
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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 ($)

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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 ($)

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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 ($)

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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”

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Tuttle_Ventures
Writes Tuttle Ventures Newsletter ·Mar 24

A Table of Contents, what a great idea! Thanks for sharing!

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