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.

Yoon’s Impeachment Confirmed: Key Timeline & Regime Change Trade

Research from Asian Century Stocks, Asian Century Stocks

Michael Fritzell

Research from Asian Century Stocks

Equity Bottom-Up

<ul><li>Last week, I had the great pleasure of meeting with Chief Financial Officer Amrit Shrestha and several of his colleagues at Coca-Cola bottler <a href="https://finance.yahoo.com/quote/HTC.BK/" target="_blank" rel="noopener">Haad Thip</a> (HTC TB - US$193 million).</li><li>The company is the exclusive producer and distributor of Coca-Cola products across Thailand’s 14 Southernmost provinces.</li><li>The stock has performed beautifully over time, though sideways since 2021. It trades at a 9.6x P/E ratio and a 6.4% dividend yield.</li></ul>

Last week, I had the great pleasure of meeting with Chief Financial Officer Amrit Shrestha and several of his colleagues at Coca-Cola bottler Haad Thip (HTC TB - US$193 million).The company is the exclusive producer and distributor of Coca-Cola products across Thailand’s 14 Southernmost provinces.The stock has performed beautifully over time, though sideways since 2021. It trades at a 9.6x P/E ratio and a 6.4% dividend yield.

Haad Thip

Haad Thip Meeting (HTC TB)