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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Deep-dive 2022-30: Café de Coral (341 HK)Watch now (8 min) | Hong Kong’s leading local fast-food chain seeing light at the end of the COVID tunnel

Michael Fritzell

Dec 11, 2022

Deep-dive 2022-29: Codan (CDA AU)Watch now (7 min) | Australian metal detector producer selling ”picks and shovels in a gold rush”

Michael Fritzell

Nov 27, 2022

Deep-dive 2022-28: Tabcorp Watch now (7 min) | Australian wagering monopoly recovering from COVID-19, helped by new regulation

Michael Fritzell

Nov 20, 2022

Deep-dive 2022-27: Casio Computer Watch now | G-Shock has become cool, and increasingly price-competitive with the weaker yen

Michael Fritzell

Oct 30, 2022

Deep-dive 2022-26: VTech Watch now (19 min) | Scrappy, minority-friendly Hong Kong electronics manufacturer at 7.4x P/E and 13.2% dividend yield

Michael Fritzell

Oct 16, 2022

Deep-dive 2022-25: Koito Manufacturing Watch now (21 min) | An automotive volume proxy that will benefit from any easing of the chip shortage

Michael Fritzell

Oct 2, 2022

Deep-dive 2022-24: Swire Pacific B-share Watch now (21 min) | Hong Kong conglomerate at a triple discount

Michael Fritzell

Sep 18, 2022

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