Your feedback
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I’ve created a Google feedback form for readers of this Substack, Asian Century Stocks. The goal of this survey is to figure out how I can produce better content for you.
If you want to participate in the survey, just click the button below:
Let me also take this opportunity to discuss your feedback so far. One year ago, I started adding feedback polls to almost every Asian Century Stock post. These are polls asking you whether the post was helpful or not, on a scale from 1 to 5. Here is an example of such a poll:
Since setting up these polls, I’ve used them to guide me in my content decisions, to gather feedback on what I should write next. The feedback has been fascinating.
Let’s have a look at how you’ve scored each category of posts in the past 12 months:
As you can tell, the average score has been the highest for my monthly portfolio reviews and deep-dive reports. Conversely, my book recommendations received a score of 4.0, significantly lower than the rest of the newsletter.
In other words, subscribers want deep-dive reports and portfolio discussions more than anything else.
Deep-dives
Among the deep dive I wrote in the past year (26 in total), seven of them received perfect scores of 5/5. Those were the Hong Kong healthcare services provider UMP Healthcare, the Hong Kong fast-food restaurant operator Cafe de Coral, gold prospector equipment maker Codan, watch maker Casio Computer, toy producer VTech, auto parts supplier Koito Manufacturing and Japanese nuclear power plant operator Kansai Electric Power.
Ranking at the bottom, you’ll find the reports on Japanese discount retailer Seria, Indonesian beer producer Delta Djakarta and Malaysian glove maker Hartalega.
How about the country breakdown? Here is the result:
Subscribers appreciated deep-dives on stocks listed in Australia, Hong Kong, the US and Japan. But not stocks in Southeast Asia, presumably because stocks in those markets are harder to buy through normal online brokers.
Thematic reports
Earlier this year, I started writing posts on “Hidden Champions” dominating their respective industry niches. These have proven hugely popular.
I’ve written four Hidden Champions posts in the past year: one on Hong Kong stocks, which received a score of 5/5, on Chinese ADRs and Singaporean stocks with scores of 4-4.5. And finally, one on Taiwanese hidden champions, which received a score of just 3.5.
I also wrote many other “thematic reports”, which I define as posts on groups of stocks affected by a particular theme. For example, posts discussing Chinese tourism stocks, COVID-19 recovery stories, rubber glove makers, etc.
Among the best-rated over the past year was a post on opening China’s borders, written the week before the borders finally opened. Other highly rated posts included an introduction to Asia’s fertiliser industry, which subscribers found educational. Readers also liked my posts on the 2023 box office and the rising popularity of anime. As well as my post on the building oversupply in the global lithium market.
Subscribers did not like my post on the Japanese restaurant industry, whose stocks were trading at high valuation multiples. There was also not much interest in my posts on the easing automotive chip shortage and China’s daigou crackdown. Readers also were not a fan of my post on Asian spin-offs.
Book reviews
My book reviews tend to have high readership (bringing others onto the platform). But it’s not content that people are willing to pay for. Therefore, I’ll
The post on my top 20 book recommendations was among the most read anywhere on the platform. My review of Desmond Shum’s book Red Roulette was also well received.
Conclusions
Thanks for providing feedback and helping Asian Century Stocks become better and better.
After reviewing the past poll results, I’ve realised you enjoy reading deep-dives on new stocks and portfolio discussions. And that you prefer deep-dives on stocks listed in Hong Kong, the United States, Australia or Japan rather than Southeast Asia.
And again, if you want to fill out my new Google feedback form, just click the button below. Thank you!