Welcome to Asian Century Stocks
Deep reports for serious, Asia-focused investors
Fairfax India (FIH/U CN)
Smart investor in a promising country at a 40% discount…
SUTL Enterprise (SUTL SP)
Asia’s best marina in a growing city at a P/E of 7x…
China Tower (788 HK)
State monopoly at a forward P/E of 11x and rapidly falling depreciation charges…
Portfolio review October 2023
Every man needs a hedge. Estimated reading time: 21 minutes.…
Markus Husemann-Kopetzky on Pricing
On Markus Husemann-Kopetzky's new book. Estimated reading time: 14 minutes…
Hartalega update (HART MK)
Getting close to an ASP bottom. Estimated reading time: 15 minutes.…
China Overseas Land & Investment (688 HK)
State-backed COLI strikes back, now with a P/E of 5.2x…
Australia's coming housing bust
Estimated reading time: 10 minutes…
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