Asian Century Stocks | Michael Fritzell | Substack

Deep-dives

Deep-dive reports into stocks in the Asia-Pacific. You can expect at least 20x such deep-dive reports every.

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Ready-to-drink tea and instant noodles leader below 10x normalised EBIT

Michael Fritzell

May 15

Cash-rich Philippine gold miner listed in Australia

Michael Fritzell

May 8

Niche Japanese automaker benefitting from a weak yen and easing of supply chains issues

Michael Fritzell

May 1

Singapore's resort casino operator facing a border reopening and a 2nd phase expansion

Michael Fritzell

Apr 10

Thailand's spirits monopoly spirits company at P/E 16x

Michael Fritzell

Apr 3

Japanese leading flavours & fragrances specialist at a discount to global peers

Michael Fritzell

Mar 27

Japan's leading discount retailer on the cusp of an international expansion

Michael Fritzell

Mar 13

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