Links
Links August 2025
10 write-ups, 10 articles and 10 podcasts
Latest
Japan
Mercari (4385 JP)
Japan’s leading C2C trading app at 14x P/E with margin uplift potential
How to use Asian Century Stocks
A complete guide for new readers
Thematic reports
Interview with "DaBao"
FinTwit celebrity. Estimated reading time: 11 minutes
Mainland China
Haier D-share (690D GR) — 2025 update
World-leading home appliances business at 7x P/E. Estimated reading time: 15 minutes
Thailand
Hidden Champions of Thailand
Top 25 companies of Thailand. Estimated reading time: 34 minutes.
Portfolio
Portfolio update July 2025
A nascent bull market? Estimated reading time: 24 minutes
Share Asian Century Stocks — earn free months
Refer 3, read free for a month
Japan
AeroEdge (7409 JP)
A Japanese version of Precision Castparts at 12x 2027e P/E
Links
Links July 2025
10 write-ups, 10 articles and 10 podcasts
Philippines
Asian Terminals (ATI PM)
Duopoly port operator at 10x P/E and 6% dividend yield
Thematic reports
Interview with Myles Kuah
Private investor and blogger. Estimated reading time: 7 minutes