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Deep-dive reports
($ = paywalled content)
2023-16: Kimly ($)
2023-15: Philippine Stock Exchange ($)
2023-14: Sierra Rutile ($)
2023-13: L'Occitane ($)
2023-12: International Housewares Retail
2023-11: Fuji Corp Miyagi ($)
2023-10: Ryohin Keikaku ($)
2023-9: MacroAsia ($)
2023-8: NagaCorp
2023-7: Hartalega ($)
2023-6: Seria ($)
2023-5: Hysan Development ($)
2023-4: UMP Healthcare ($)
2023-3: Boustead Singapore
2023-2 SaraminHR ($)
2023-1: Hello Group ($)
2022-30: Café de Coral ($)
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
September 2023: Thai Beverage update ($)
September 2023: CK Hutchison update ($)
July 2023: Multi Bintang update ($)
May 2023: Major Cineplex update ($)
March 2023: En-Japan update ($)
January 2023: Haw Par Corporation update ($)
December 2022: LG Household & Health late-2022 update ($)
November 2022: Dairy Farm late-2022 update ($)
August 2022: Uni-Charm Indonesia mid-2022 update ($)
July 2022: United Plantations 2022 update ($)
May 2022: CNOOC 2022 update ($)
September 2021: Ping An? ($)
September 2021: Sony? ($)
July 2021: Nintendo? ($)
July 2021: Tencent? ($)
Portfolio updates
($ = behind a paywall)
August 2023: Portfolio update August 2023 ($)
July 2023: Portfolio update July 2023 ($)
June 2023: Portfolio update June 2023 ($)
May 2023: Portfolio update May 2023 ($)
April 2023: Portfolio update April 2023 ($)
March 2023: Portfolio update March 2023 ($)
February 2023: Portfolio update February 2023 ($)
January 2023: Portfolio update January 2023 ($)
December 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)
September 2023: Hidden Champions among India's ADRs/GDRs ($)
August 2023: What I read in August 2023 ($)
August 2023: Alibaba: SOTP with Chinese characteristics ($)
August 2023: Travel notes: Manila
July 2023: What I read in July 2023 ($)
July 2023: Hidden Champions of Taiwan ($)
July 2023: What if the yen strengthens? ($)
July 2023: The global plane shortage ($)
July 2023: Culture: Decoded
June 2023: How to become an Asian tycoon ($)
June 2023: Hidden champions among China's ADRs ($)
June 2023: Catalyst: Mutant Mayhem ($)
June 2023: Hong Kong's tourism boom ($)
May 2023: Value investing 101
April 2023: Hidden champions of Hong Kong ($)
April 2023: Borrowing ideas from funds, part 6 ($)
April 2023: Playing Red Roulette
April 2023: The glove cycle is bottoming ($)
April 2023: Hidden champions of Singapore ($)
March 2023: Winners of China's "daigou" crackdown ($)
March 2023: Chinese ADRs are safe from delisting, for now ($)
March 2023: IVF
March 2023: The Japanese restaurants that will prosper beyond COVID ($)
March 2023: 10 Questions with Dmitry Baulin (Astutex)
February 2023: 10 Questions with ChatGPT
February 2023: Lithium is moving into oversupply ($)
February 2023: The 2023 box office looks promising
February 2023: Masks off! ($)
January 2023: The Moody’s manuals, but for Taiwan ($)
January 2023: China's EV subsidies are going to zero ($)
January 2023: Anime is hot again ($)
January 2023: China's borders are reopening ($)
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 funds, part 5 ($)
October 2022: Introduction to Asia’s fertiliser industry ($)
September 2022: Variant view: Automotive chip shortage ($)
September 2022: Variant view: Japan's coming tourism boom ($)
August 2022: 10 Questions with Michael Dunne ($)
August 2022: Interview with Herald van der Linde ($)
July 2022: Taste Gourmet meeting notes ($)
July 2022: A technique for screening out frauds ($)
July 2022: Post-war Germany’s lessons on inflation ($)
July 2022: 10 Questions with “Clayton” ($)
July 2022: Vacation reading list for 2022 ($)
June 2022: Seven important macro themes ($)
June 2022: 20 rules for investing in Vietnam ($)
June 2022: Mapping Asia's toy industry ($)
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 ($)
February 2022: Introduction to Asia-Pacific markets ($)
January 2022: Chinese supermarket wars ($)
January 2022: Introduction to ASEAN cement ($)
January 2022: Resources for Asia-focused investors ($)
December 2021: Predictions for 2022 ($)
December 2021: Investing, Richard Lawrence-style ($)
December 2021: The Magic Formula meets Asia-Pacific ($)
December 2021: Borrowing ideas from funds, part 3 ($)
December 2021: Potential Omicron beneficiaries ($)
November 2021: Will China become socialist again? ($)
November 2021: Six contrarian bets in Hong Kong ($)
November 2021: Singapore residential property ($)
October 2021: Borrowing ideas from funds, part 2 ($)
October 2021: Borrowing ideas from funds, part 1 ($)
October 2021: 11 Questions with "Hide not Slide" ($)
October 2021: The Bank of Kyoto? ($)
September 2021: The Indonesian property market ($)
September 2021: A dozen Japanese vaccination bets ($)
September 2021: Review of Marc Faber’s biography ($)
August 2021: 12 Questions with nipponNuggets ($)
August 2021: Review of Asia’s Investment Prophets ($)
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 ($)
July 2021: 12 Questions with Daniel Tabbush ($)
July 2021: The best retail broker for Asia ($)
July 2021: 10 Questions with Aaron Pek ($)
June 2021: Samsung is in a crucial transition ($)
June 2021: Speculation in 1980s Taiwan ($)
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: Q&A with Delfi’s management team ($)
May 2021: Review of Robert Kuok’s biography ($)
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 ($)
April 2021: US sanction removal bets ($)
April 2021: Review of Karl Ulrich’s book Winning in China ($)
April 2021: Tips for new investors ($)
April 2021: Simple tricks to spot fraud ($)
March 2021: Asia’s defence industry ($)
February 2021: How to protect your capital in a war ($)
January 2021: Book review of “The Chinese Invasion Threat” ($)
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:
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.
Asian value stocks － straight to your inbox
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.
A Table of Contents, what a great idea! Thanks for sharing!