Welcome to Asian Century Stocks
Deep reports for serious, Asia-focused investors
Hong Kong's death has been exaggerated
Estimated reading time: 29 minutes…
Straco Corporation (STCO SP)
Singapore-based developer of tourism assets at 5x full-recovery EV/EBIT…
Portfolio review January 2024
A double-dip in the Hang Seng Index? Estimated reading time: 23 minutes…
What I read in January 2024
Estimated reading time: 16 minutes…
Fraud in Asia
A review of Tan & Robinson's 2014 book. Estimated reading time: 24 minutes…
IMAX China (1970 HK)
Exclusive provider of IMAX cinema equipment to China at 7.5x P/E…
Naming and shaming in Japan
Estimated reading time: 14 minutes…
Tai Cheung (88 HK)
Solid Hong Kong property developer at 79% discount to NAV with no debt…
The cocoa question
Prices have spiked but no sign of a peak. Estimated reading time: 14 minutes…
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