Asian Century Stocks

Riverstone (RSTON SP)

An unexpected AI beneficiary at 10x next-year P/E and 8% dividend yield

Jul 6 • 

Michael Fritzell

18

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Riverstone (RSTON SP)

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2

10:08

June 2025

Haw Par (HPAR SP) — 2025 update

Estimated reading time: 16 minutes

Jun 1 • 

Michael Fritzell

8

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Haw Par (HPAR SP) — 2025 update

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5

3:35

May 2025

Kawai Musical Instruments (7952 JP)

Top piano brand at 0.5x book with a new CEO and a 16% long-term ROE target

May 25 • 

Michael Fritzell

9

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Kawai Musical Instruments (7952 JP)

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5

14:25

Giant Manufacturing (9921 TT)

The world’s largest bicycle manufacturer nearing an inflection point at 10x P/E

May 11 • 

Michael Fritzell

13

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Giant Manufacturing (9921 TT)

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11:13

April 2025

Anicom (8715 JP)

Japanese pet insurance company with secular growth at 13x P/E

Apr 27 • 

Michael Fritzell

17

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Anicom (8715 JP)

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1

10:42

Kina Securities meeting (KSL AU)

A Papua New Guinea commercial bank. Estimated reading time: 12 minutes

Apr 16 • 

Michael Fritzell

15

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Kina Securities meeting (KSL AU)

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Nippon Parking Development (2353 JP)

Irreplaceable assets with +12% historical EPS CAGR at 13x P/E

Apr 13 • 

Michael Fritzell

13

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Nippon Parking Development (2353 JP)

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5

11:02

Haad Thip meeting (HTC TB)

Steady performance but the higher sugar tax is a near-term headwind. Estimated reading time: 11 minutes

Apr 6 • 

Michael Fritzell

11

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2

March 2025

Metrodata (MTDL IJ)

Indonesian IT distributor and system integrator trading at 9x P/E

Mar 23 • 

Michael Fritzell

16

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Metrodata (MTDL IJ)

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7

13:02

Halyk Bank (HSBK LI)

Kazakhstan's leading commercial bank at 3x P/E

Mar 9 • 

Michael Fritzell

22

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Halyk Bank (HSBK LI)

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10

11:26

Link REIT (823 HK)

Internally managed blue-chip REIT offering an 8% yield with a catalyst

Mar 2 • 

Michael Fritzell

10

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Link REIT (823 HK)

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7:40

February 2025

Boustead Singapore meeting (BOCS SP)

Estimated reading time: 14 minutes

Feb 20 • 

Michael Fritzell

15

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4