Japan
Japan's Iron Lady
An attempt to figure out whether the appointment of Sanae Takaichi as the next Prime Minister will have any implications for Japanese equities
Latest
Insiders
Insider activity September 2025
Why insiders tend to outperform + September 2025 insider transactions in Asia.
Portfolio
Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
This newsletter is now on Ghost
Summary: Asian Century Stocks has moved from Substack to another platform called Ghost. You don't have to do anything and your experience will be almost exactly the same as before. New posts will delivered via email and available on asiancenturystocks.com. The only difference is that you won&
Deep-dives
Bermaz Auto (BAUTO MK)
Ongoing Mazda product refresh and EV tax exemption expiry while 5x P/E
Thematic reports
How to avoid value traps in Asia
8 rules. Estimated reading time: 18 minutes
Links
Links September 2025
10 write-ups, 10 articles and 10 podcasts
Deep-dives
Concepcion Industrial (CIC PM)
Philippine air-conditioning giant at 7x P/E and 7% dividend yield
Japan
Logizard (4391 JP)
Leading Japan warehouse management SaaS at 1.0x EV/Sales
Mainland China
Golden Throat (6896 HK)
China’s leading lozenge maker at 10x P/E and a 10% dividend yield
Portfolio
Portfolio update August 2025
AeroEdge saves the portfolio. Estimated reading time: 26 minutes
Deep-dives
A new era for Jardine Matheson
An under-the-radar transformation. Estimated reading time: 27 minutes.