Asian Century Stocks

Asian Century Stocks

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Halyk Bank (HSBK LI)
Kazakhstan's leading commercial bank at 3x P/E
 • 
Michael Fritzell
10
11:26
Samsonite (1910 HK) － 2024 update
Broken merger arb situation turned value stock. Estimated reading time: 18 minutes
 • 
Michael Fritzell
2
Subaru (7270 JP) － 2025 update
Estimated reading time: 18 minutes
 • 
Michael Fritzell
Delfi (DELFI SP) － 2024 update
Indonesia's leading chocolate manufacturer at 8.8x 2026e P/E. Estimated reading time: 20 minutes
 • 
Michael Fritzell
1
Samyang Foods (003230 KS)
The "hottest" Korean instant noodles maker at 14x run-rate P/E
 • 
Michael Fritzell
12:56
Mandarin Oriental (MAND SP)
World-class luxury hotel group at 76% discount to NAV
 • 
Michael Fritzell
18:24
JD.com (JD US)
Trusted online retailer trading at a 9x P/E with a coming margin inflection
 • 
Michael Fritzell
16:26
Tai Cheung (88 HK)
Solid Hong Kong property developer at 79% discount to NAV with no debt
 • 
Michael Fritzell
7
11:25
IMAX China (1970 HK)
Exclusive provider of IMAX cinema equipment to China at 7.5x P/E
 • 
Michael Fritzell
5
13:43
Is Fairwood a melting ice cube? (52 HK)
Potential 4.6x P/E with net cash representing 72% of the market cap. Estimated reading time: 21 minutes
 • 
Michael Fritzell
Fairfax India (FIH/U CN) － 2024 update
Gearing up for a 2025 BIAL IPO. Estimated reading time: 23 minutes
 • 
Michael Fritzell
Pacific Textiles (1382 HK)
Listen now | Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information…
 • 
Michael Fritzell
10
10:52
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