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INSIGHT PROVIDER
Michael Fritzell
Research from Asian Century Stocks
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Asian Century Stocks
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Singapore
Joined:
25 May 2021
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bullish
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Koito Manufacturing
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18 Nov 2024 14:04
Koito Mfgr - 2024 Update (7276 JP)
It’s the world’s largest manufacturer of automotive lighting products, serving primarily Japanese customers such as Toyota, Nissan and Honda.
Asian Century Stocks
180 Views
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bullish
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Anxian Yuan China Holdings
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15 Nov 2024 13:40
Anxian Yuan (922 HK)
High-quality Chinese cemetery stock at 6.1x P/E and a steady 13.3% dividend yield, though with recent headwinds and occasional share dilution in...
Asian Century Stocks
139 Views
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bullish
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Kaonavi Inc
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28 Oct 2024 12:16
Kaonavi (4435 JP)
Recruit’s talent management SaaS platform at 2.1x EV/Sales with business model margins of 20%+ and sustainable growth well above 20%
Asian Century Stocks
214 Views
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bullish
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Thematic (Sector/Industry)
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07 Mar 2024 07:37
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Syndicated
Druckenmiller's Gold Miner Bet
Stan Druckenmiller just bought shares in Barrick Gold and Newmont Mining. He thinks gold serves as a store of value, but only over the long run....
Asian Century Stocks
246 Views
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bearish
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Olympus Corp
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24 Jan 2024 19:56
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Syndicated
Fraud in Asia
Perhaps the most important factor for any investment in Asia is assessing corporate governance. There are few books on the subject, making it...
Asian Century Stocks
341 Views
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