Asian Century Stocks

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Click to see Asian stocks under coverage

Table of contents

Michael Fritzell
Oct 8, 2021
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Click to see Asian stocks under coverage

www.asiancenturystocks.com

Coverage = Asia-Pacific value stocks

Paid subscribers get access to my personal portfolio plus over 20+ reports on Asian value stocks each year.

Deep-dives

($ = paywalled content)

  • 2023-1: Chinese social media company ($)

  • 2022-30: Café de Coral ($)

  • 2022-29: Codan ($)

  • 2022-28: Tabcorp

  • 2022-27: Casio Computer ($)

  • 2022-26: VTech ($)

  • 2022-25: Koito Manufacturing ($)

  • 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 ($)

  • 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 ($)

  • 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


Stock updates

  • December 2022: LG Household & Health late-2022 update ($)

  • November 2022: Dairy Farm late-2022 update (DFI SP) ($)

  • August 2022: Uni-Charm Indonesia mid-2022 update ($)

  • July 2022: United Plantations 2022 update ($)

  • May 2022: CNOOC 2022 update ($)


Portfolio updates

($ = behind a paywall)

  • January 2023: Portfolio update December 2022 ($)

  • November 2022: Portfolio update November 2022 ($)

  • October 2022: Portfolio update October 2022 ($)

  • September 2022: Portfolio update September 2022 ($)

  • 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 Asia-focused portfolio ($)


Thematic reports

($ = behind a paywall)

  • January 2023: China's borders are reopening ($)

  • December 2022: 2023 predictions ($)

  • December 2022: 2022 recap ($)

  • December 2022: Eight spin-offs ($)

  • December 2022: Indonesia's new criminal code threatens liberty

  • December 2022: Glucose monitors will become mainstream

  • December 2022: China's zero-COVID policy is dead

  • November 2022: Inflation-protection provisions are inadequate

  • November 2022: Shipbuilding 101 ($)

  • October 2022: 10 Hong Kong stocks with unusual insider buying ($)

  • October 2022: Who benefits from the weak yen? ($)

  • October 2022: Borrowing ideas from other funds ($)

  • October 2022: Introduction to Asia’s fertiliser industry ($)

  • September 2022: Variant view: Automotive chip shortage ($)

  • September 2022: Variant view: Japan's coming tourism boom ($)

  • July 2022: Taste Gourmet meeting notes ($)

  • 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 ($)

  • 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” ($)


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:

Asian Century Stocks
The best retail broker for Asia
Disclaimer: This article constitutes the author’s personal views only and is for entertainment purposes only. It is not to be construed as financial advice in any shape or form. Please do your own research and seek your own advice from a qualified financial advisor. This is a disclosure - not recommendations to choose either brokerage service over anoth…
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2 years ago · 3 likes · 9 comments · Michael Fritzell

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 (example here)

  • Full disclosure of my own personal Asia-focused portfolio (example here)

  • Thematic reports such as industry overviews (example here)

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.


Questions?

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3 Comments
Sean Jackewicz
Writes EvoluSean's Toolbox
Oct 23, 2022

Hey Michael, from one Substack writer to another, how did you make this table of contents post pinned to the top of your substack? I love the way you format so well. Thanks for any advice.

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Darin Tuttle
Writes Tuttle Ventures Newsletter
Mar 24, 2022

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

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ReplyGift a subscriptionCollapse
1 reply by Michael Fritzell
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