How to avoid value traps in Asia
8 rules. Estimated reading time: 18 minutes…
Welcome to Asian Century Stocks!
Deep reports for serious, Asia-focused investors
Concepcion Industrial (CIC PM)
Philippine air-conditioning giant at 7x P/E and 7% dividend yield…
Logizard (4391 JP)
Leading Japan warehouse management SaaS at 1.0x EV/Sales…
Golden Throat (6896 HK)
China’s leading lozenge maker at 10x P/E and a 10% dividend yield…
Portfolio update August 2025
AeroEdge saves the portfolio. Estimated reading time: 26 minutes…
A new era for Jardine Matheson
An under-the-radar transformation. Estimated reading time: 27 minutes.…
Mercari (4385 JP)
Japan’s leading C2C trading app at 14x P/E with margin uplift potential…
Haier D-share (690D GR) — 2025 update
World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes…
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