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A list of posts previously published on Asian Century Stocks

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1. Deep-dive reports
2. Stock updates
3. Portfolio updates
4. Thematic reports
5. How to buy Asian stocks
6. What you get as a subscriber
Most of the website is for premium subscribers only. Subscribe to unlock the entire archive and receive future posts via email:
Last updated: 13 October 2025
1. Deep-dive reports
($ = for subscribers only)
- 2025-21: Oriental Watch
- 2025-20: Bermaz Auto ($)
- 2025-19: Concepcion Industrial ($)
- 2025-18: Logizard ($)
- 2025-17: Golden Throat ($)
- 2025-16: Mercari ($)
- 2025-15: AeroEdge ($)
- 2025-14: Asian Terminals ($)
- 2025-13: Riverstone ($)
- 2025-12: Didi ($)
- 2025-11: Kawai Musical Instruments ($)
- 2025-10: Giant Manufacturing ($)
- 2025-9: Anicom ($)
- 2025-8: Nippon Parking Development ($)
- 2025-7: Metrodata ($)
- 2025-6: Halyk Bank ($)
- 2025-5: Link REIT ($)
- 2025-4: Poper ($)
- 2025-3: Haad Thip ($)
- 2025-2: JD.com ($)
- 2025-1: BASE ($)
- 2024-23: Hongkong & Shanghai Hotels ($)
- 2024-22: Prada
- 2024-21: Anxian Yuan ($)
- 2024-20: Kaonavi ($)
- 2024-19: Mandarin Oriental ($)
- 2024-18: Samyang Foods ($)
- 2024-17: China Overseas Property ($)
- 2024-16: Lion Rock ($)
- 2024-15: Yakult ($)
- 2024-14: Pacific Textiles ($)
- 2024-13: Fu Shou Yuan ($)
- 2024-12: MTR Corporation ($)
- 2024-11: Kansai Paint ($)
- 2024-10: Best Mart 360 ($)
- 2024-9: Lao Feng Xiang B-share ($)
- 2024-8: Micro-Mechanics ($)
- 2024-7: Pentamaster International
- 2024-6: Prosus ($)
- 2024-5: PropertyGuru ($)
- 2024-4: Ginebra San Miguel ($)
- 2024-3: Straco ($)
- 2024-2: IMAX China ($)
- 2024-1: Tai Cheung ($)
- 2023-22: Curves Holdings ($)
- 2023-21: Fairfax India ($)
- 2023-20: SUTL Enterprise ($)
- 2023-19: China Tower
- 2023-18: China Overseas Land & Investment ($)
- 2023-17: Plover Bay Technologies ($)
- 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 ($)
- 2021-7: Delfi
- 2021-6: China Unicom (Hong Kong) ($)
- 2021-5: Sanrio Company ($)
- 2021-4: Ichigo Hotel REIT ($)
- 2021-3: Malaysia Airports ($)
- 2021-2: SBS Transit
- 2021-1: Dairy Farm ($)
- 2020-7: Yantai Changyu Pioneer Wine ($)
- 2020-6: Koshidaka
- 2020-5: Weibo ($)
- 2020-4: CNOOC ($)
- 2020-3: SATS
- 2020-3: Major Cineplex ($)
- 2020-2: Haier Smart Home D-Share
- 2020-1: Haw Par Corporation
2. Stock updates
($ = for subscribers only)
- August 2025: Haier D-share ($)
- July 2025: MAP Aktif ($)
- June 2025: Haw Par Corporation ($)
- April 2025: Haad Thip ($)
- February 2025: Boustead Singapore ($)
- January 2025: Subaru ($)
- December 2024: Fairfax India ($)
- December 2024: Kaonavi ($)
- November 2024: Koito Manufacturing ($)
- November 2024: Fairwood ($)
- September 2024: Boustead Singapore ($)
- August 2024: Astra International update ($)
- July 2024: Samsonite update ($)
- May 2024: IMAX China update ($)
- May 2024: Koshidaka update ($)
- April 2024: International Housewares Retail update ($)
- March 2024: Sony update ($)
- March 2024: Delfi update ($)
- October 2023: Hartalega update ($)
- September 2023: Thai Beverage update ($)
- September 2023: CK Hutchison update ($)
- August 2023: Alibaba update ($)
- 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? ($)
3. Portfolio updates
($ = for subscribers only)
- July 2025: Portfolio update July 2025 ($)
- June 2025: Portfolio update June 2025 ($)
- May 2025: Portfolio update May 2025 ($)
- April 2025: Portfolio update April 2025 ($)
- March 2025: Portfolio update March 2025 ($)
- February 2025: Portfolio update February 2025 ($)
- January 2025: Portfolio update January 2025 ($)
- December 2024: Portfolio update December 2024 ($)
- November 2024: Portfolio update November 2024 ($)
- October 2024: Portfolio update October 2024 ($)
- September 2024: Portfolio update September 2024 ($)
- August 2024: Portfolio update August 2024 ($)
- July 2024: Portfolio update July 2024 ($)
- June 2024: Portfolio update June 2024 ($)
- May 2024: Portfolio update May 2024 ($)
- April 2024: Portfolio update April 2024 ($)
- March 2024: Portfolio update March 2024 ($)
- February 2024: Portfolio update February 2024 ($)
- January 2024: Portfolio update January 2024 ($)
- December 2023: Portfolio update December 2023 ($)
- November 2023: Portfolio update November 2023 ($)
- October 2023: Portfolio update October 2023 ($)
- September 2023: Portfolio update September 2023 ($)
- August 2023: Portfolio update August 2023 ($)
- 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 ($)
- October 2021: Introducing the Asia-focused portfolio ($)
4. Thematic reports
($ = for subscribers only)
- September 2025: How to avoid value traps in Asia
- August 2025: A new era for Jardine Matheson ($)
- August 2025: Hidden Champions of Thailand ($)
- July 2025: Interview with Myles Kuah
- July 2025: Guide to corporate governance
- July 2025: Interview with Michael McGaughy
- June 2025: Interview with Pon von Compernolle ($)
- May 2025: Hidden champions of Malaysia ($)
- May 2025: Generative AI
- April 2025: Tariff chaos ($)
- April 2025: Travel notes: Pattaya ($)
- March 2025: Bottom-fishing in Indonesia ($)
- February 2025: Japan’s top 2024 IPOs ($)
- February 2025: Generation Z
- February 2025: Philippines trading volumes ($)
- February 2025: Dividend withholding taxes
- January 2025: Martial law in South Korea ($)
- December 2024: The bubble tea craze
- December 2024: 10 Questions with Made in Japan ($)
- November 2024: Trump's tariff plan ($)
- October 2024: Complete guide to Japan SaaS ($)
- October 2024: Analyze capital allocation in 10 easy steps
- October 2024: What’s left in my CPF ($)
- October 2024: Q&A: Modern Dental ($)
- September 2024: Live stream with Daye Deng ($)
- September 2024: Hong Kong property amid rate cuts ($)
- September 2024: Alternative data for dummies ($)
- September 2024: Interview with Afiq Isa
- September 2024: Interview with Raghav Kapoor
- August 2024: Complete guide to Singapore REITs ($)
- August 2024: Interview with Alex Sweet
- August 2024: Macro update for 3Q2024
- August 2024: Platinum group metals ($)
- July 2024: Johor's property market is heating up ($)
- July 2024: Travel notes: Tokyo ($)
- July 2024: Mining for Money
- Jun 2024: Parallels between evolution and investing ($)
- Jun 2024: 10 Questions with Jon Y at Asianometry
- May 2024: South Korea’s Corporate Value Up program ($)
- May 2024: Macro update for 2Q2024
- May 2024: Travel notes: Hong Kong ($)
- April 2024: Spy the Lie
- April 2024: The Silver Economy ($)
- April 2024: 10 Questions with Chris Beselin
- April 2024: Closed-end funds at a discount ($)
- April 2024: Indonesia after Jokowi ($)
- March 2024: China’s capitalist experiment
- March 2024: Druckenmiller's gold miner bet ($)
- February 2024: What I read in February 2024 ($)
- February 2024: Travel notes: Western Australia ($)
- February 2024: Macro update for 1Q2024
- February 2024: Hong Kong's death has been exaggerated ($)
- January 2024: What I read in January 2024 ($)
- January 2024: Fraud in Asia
- January 2024: Naming and shaming in Japan ($)
- January 2024: The cocoa question
- January 2024: What I read in December 2023 ($)
- December 203: 2024 predictions ($)
- December 2023: Macro update for 4Q2023
- December 2023: China worries ($)
- November 2023: What I read in November 2023 ($)
- November 2023: The Asian pet industry ($)
- October 2023: What I read in October 2023 ($)
- October 2023: Pricing power, revisited
- October 2023: Australia's coming housing bust ($)
- October 2023: What I read in September 2023 ($)
- October 2023: Travel notes: Chiang Mai ($)
- September 2023: 10 Questions with InflationX
- September 2023: Introduction to the global wristwatch market ($)
- September 2023: Hidden Champions among India's ADRs/GDRs ($)
- August 2023: What I read in August 2023 ($)
- August 2023: Top 20 book recommendations
- 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 ($)
- January 2021: Book review of “The Chinese Invasion Threat” ($)
5. 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:
6. 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.
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