Research from Asian Century Stocks, Asian Century Stocks

Michael Fritzell

Research from Asian Century Stocks

Providing financial journalism in the Asia-Pacific

Asian Century Stocks

Asian Century Stocks is a newsletter providing financial journalism for companies and stocks in the Asia-Pacific. 
The Asian Century Stocks logotype “百” stands for “one hundred” or a “century”. The economic centre of gravity is moving towards Asia. Yet most global investors are missing out.

Equity Bottom-Up

<ul><li>Earlier this month, Substack writer <a href="https://x.com/gezzogero" target="_blank" rel="noopener">Gezzogero</a> mentioned <a href="https://www.smartkarma.com/entities/aeroedge-co-ltd" target="_blank" data-smartkarma-citation="entities:40248" rel="noopener">AeroEdge (7409 JP)</a> (7409 JP — US$88 million) on his blog.</li><li>I thought it was a fantastic write-up and wanted to dig into it myself.</li><li>The company is a supplier of aircraft components. It manufactures low-pressure turbine blades for the well-regarded LEAP jet engine, which is used in narrow-body aircraft such as the <a href="https://www.smartkarma.com/entities/airbus-group-se" target="_blank" data-smartkarma-citation="entities:21380" rel="noopener">Airbus (AIR FP)</a> A320neo and <a href="https://www.smartkarma.com/entities/boeing-co" target="_blank" data-smartkarma-citation="entities:11957" rel="noopener">Boeing (BA US)</a> 737 MAX.</li></ul>

Earlier this month, Substack writer Gezzogero mentioned AeroEdge (7409 JP) (7409 JP — US$88 million) on his blog.I thought it was a fantastic write-up and wanted to dig into it myself.The company is a supplier of aircraft components. It manufactures low-pressure turbine blades for the well-regarded LEAP jet engine, which is used in narrow-body aircraft such as the Airbus (AIR FP) A320neo and Boeing (BA US) 737 MAX.

Japan

AeroEdge Co., Ltd. provides aerospace engine parts sales and manufacturing. The Company produces fans, low pressure compressors, combustors, high pressure compressors, high pressure turbines, low pressure turbines, and other products. AeroEdge also offers additive manufacturing, engineering services, and other services.

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AeroEdge (7409 JP)

AeroEdge (7409 JP) is a Japanese version of Precision Castparts at 12x 2027e P/E; it manufactures low-pressure turbine blades for the well-regarded...

Asian Century Stocks