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Haw Par (HPAR SP) — 2025 update

Deep-dives

Haw Par (HPAR SP) — 2025 update

Estimated reading time: 16 minutes

lock-1 By Michael Fritzell 01 Jun 2025
Portfolio review May 2025

Portfolio

Portfolio review May 2025

Estimated reading time: 22 minutes

lock-1 By Michael Fritzell 28 May 2025
Unlock the full Asian Century Stocks experience

Unlock the full Asian Century Stocks experience

Here's what you're missing

lock-1 By Michael Fritzell 27 May 2025
This newsletter is now on Ghost

This newsletter is now on Ghost

Same newsletter, different platform

By Michael Fritzell 26 May 2025
Weekly Highlights

Weekly Highlights

lock-1 By Michael Fritzell 26 May 2025
Kawai Musical Instruments (7952 JP)

Japan

Kawai Musical Instruments (7952 JP)

Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target

lock-1 By Michael Fritzell 25 May 2025
Links May 2025

Links

Links May 2025

10 write-ups, 10 articles and 10 podcasts

lock-1 By Michael Fritzell 21 May 2025
Weekly Highlights

Weekly Highlights

lock-1 By Michael Fritzell 19 May 2025
Hidden champions of Malaysia

Malaysia

Hidden champions of Malaysia

Top 25 companies of Malaysia. Estimated reading time: 40 minutes.

lock-1 By Michael Fritzell 18 May 2025
Weekly Highlights

Weekly Highlights

lock-1 By Michael Fritzell 12 May 2025
Giant Manufacturing (9921 TT)

Taiwan

Giant Manufacturing (9921 TT)

The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E

lock-1 By Michael Fritzell 11 May 2025
Weekly highlights

Weekly highlights

lock-1 By Michael Fritzell 04 May 2025
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Asian Century Stocks

Deep reports for serious, Asia-focused investors

Asian Century Stocks
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