Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Deep-dives
170 articles
(Page 11)
Deep-dive 2022-11: Subaru
Disclaimer: Asian Century Stocks uses information sources believed to be reliable, but their accuracy cannot be guaranteed. The information contained
Deep-dive 2022-10: Genting Singapore
Singapore's resort casino operator facing a border reopening and a 2nd phase expansion
Deep-dive 2022-8: T. Hasegawa
Japanese leading flavours & fragrances specialist at a discount to global peers
Deep-dive 2022-7: Pan Pacific International
Japan's leading discount retailer on the cusp of an international expansion
Deep-dive 2022-6: Baiyunshan Pharma
Owner of "the Coca-Cola of China" and "the Viagra of China" at 7.6x P/E
Deep-dive 2022-4: LG Household & Healthcare preference share
Turnaround king "Suk Cha" well placed to deal with short-term COVID problems
Deep-dive 2022-3: MAP Aktif Adiperkasa
Indonesia’s leading sports retailer expects higher foot traffic post-COVID
Deep-dive 2022-1: Holcim Philippines
The highest-quality cement producer in Asia trading at a decade low valuation
Deep-dive 2021-25: Hanssem
Hanssem (009240 KS) is Korea’s leading furniture company, selling home furniture and home remodelling services to consumers and interior