What you get as a subscriber
If you subscribe to the free version of Asian Century Stocks, you’ll get a weekly e-mail with links to Asia stock related content.
A full paid subscriptions also give you access to the following content:
Over 20x deep-dive reports on value stocks in the Asia-Pacific
Full disclosure of my own personal Asia-focused portfolio
Thematic reports such as industry overviews
To unlock all of the above content, please become a full subscriber by clicking the button below. The price is $34.9/month, paying for itself as long as you get a few good ideas per year.
How to buy Asian stocks
To understand how you can buy stocks in Asia, please check my post below on the retail brokers that provide access to Asian stock markets:
Table of contents
Deep-dives
($ = behind a paywall)
2022-24: Swire Pacific
2022-23: Delta Djakarta ($)
2022-22: Kansai Electric ($)
2022-21: Niu Technologies ($)
2022-20: Velesto Energy ($)
2022-19: Samsonite ($)
2022-18: Largan Precision ($)
2022-17: Sony
2022-16: Dream International ($)
2022-15: Kyushu Railway ($)
2022-14: FANUC ($)
2022-13: Uni-President China
2022-12: Ten Sixty Four ($)
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
($ = behind a paywall)
August 2022: Portfolio update August 2022 ($)
July 2022: Portfolio update July 2022 ($)
June 2022: Portfolio update June 2022 ($)
May 2022: Portfolio update May 2022 ($)
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 ($)
Thematic reports
($ = behind a paywall)
September 2022: Variant view: Japan's coming tourism boom
September 2022: Variant view: Japan's coming tourism boom
August 2022: Uni-Charm Indonesia mid-2022 update ($)
July 2022: Taste Gourmet meeting notes ($)
July 2022: United Plantations 2022 update ($)
July 2022: A technique for screening out frauds ($)
June 2022: Seven important macro themes ($)
June 2022: Mapping Asia's toy industry ($)
May 2022: The industrial robot cycle ($)
May 2022: Battling a bear market
April 2022: Mapping the Asian airport sector ($)
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 articles
($ = behind a paywall)
August 2022: 10 Questions with Michael Dunne
August 2022: Interview with Herald van der Linde
July 2022: Post-war Germany’s lessons on inflation
July 2022: 10 Questions with “Clayton”
July 2022: Vacation reading list for 2022 ($)
June 2022: 20 rules for investing in Vietnam
May 2022: CNOOC 2022 update ($)
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? ($)
September 2021: Ping An? ($)
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!