Table of contents
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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
2021-21: Indonesian sin stock ($)
2021-20: Best-in-class Indonesian properties developer ($)
2021-19: Ultrajaya Milk
2021-18: A small-cap HK COVID-19 recovery stock ($)
2021-17: TravelSky Technology ($)
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 ($)
2021-7: Delfi Ltd
2021-6: China Unicom (Hong Kong) Limited
2021-5: Sanrio Company, Ltd (exited)
2021-2: SBS Transit Ltd
2020-7: Koshidaka Holdings Co Ltd
2020-6: Weibo Corporation (exited)
2020-5: CNOOC Ltd
2020-4: SATS Ltd
2020-2: Haier Smart Home Co Ltd D-Share
2020-1: Haw Par Corporation Ltd
Portfolio updates
October 2021: Introducing the Asian Century Stocks portfolio ($)
Reader questions
Thematic reports
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: The A/H-share discount trade ($)
July 2021: Toll road stocks ($)
July 2021: Condom manufacturers ($)
June 2021: Revisiting past ideas ($)
June 2021: Asia’s casino industry ($)
June 2021: Buyback screen ($)
June 2021: Predictions 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
October 2021: New Telegram Group for paid subscribers ($)
September 2021: Review of Marc Faber’s biography
August 2021: 12 Questions with nipponNuggets
August 2021: Review of Asia’s Investment Prophets
July 2021: 12 Questions with Daniel Tabbush
July 2021: The best retail broker for Asia
July 2021: 10 Questions with Aaron Pek
June 2021: Samsung is in a crucial transition
June 2021: Speculation in 1980s Taiwan ($)
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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