Portfolio
Portfolio review May 2025
Estimated reading time: 22 minutes
Latest
Unlock the full Asian Century Stocks experience
Here's what you're missing
This newsletter is now on Ghost
Same newsletter, different platform
Weekly Highlights
Japan
Kawai Musical Instruments (7952 JP)
Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target
Links
Links May 2025
10 write-ups, 10 articles and 10 podcasts
Weekly Highlights
Malaysia
Hidden champions of Malaysia
Top 25 companies of Malaysia. Estimated reading time: 40 minutes.
Weekly Highlights
Taiwan
Giant Manufacturing (9921 TT)
The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E
Weekly highlights
Thematic reports
Become smarter through Generative AI
10 use cases for equity research. Estimated reading time: 20 minutes