Mainland China Golden Throat (6896 HK) China’s leading lozenge maker at 10x P/E and a 10% dividend yield , and Michael Fritzell 31 August 2025 Paid Members Public
Mainland China Haier D-share (690D GR) — 2025 update World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes , and Michael Fritzell 10 August 2025 Paid Members Public
Mainland China Didi Global (DIDIY US) China's leading ride hailing platform at 8.4x 2029e P/E with a HK listing catalyst , and Michael Fritzell 7 June 2025 Paid Members Public
Deep-dives JD.com (JD US) Trusted online retailer trading at a 9x P/E with a coming margin inflection , and Michael Fritzell 19 January 2025 Paid Members Public
Thematic reports Has the Labubu bubble popped? Beanie Babies vs Sanrio , and Michael Fritzell 14 December 2025 Paid Members Public
New reader? Click here An introduction to Asian Century Stocks , and Michael Fritzell 12 December 2025 Paid Members Public
Insiders Insiders November 2025 Insider selling has picked up in Japan , and Michael Fritzell 10 December 2025 Paid Members Public
Deep-dives freee (4478 JP) Japanese SME business platform at 3.7x EV/Sales , and Michael Fritzell 7 December 2025 Paid Members Public