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.

Research from Asian Century Stocks, Asian Century Stocks

Michael Fritzell

Research from Asian Century Stocks

Equity Bottom-Up

<ul>
<li>Alternative data suggests a turn in the luxury wristwatch market. But most likely, this turn is due to US tariffs on Swiss watch imports, causing US buyers to panic buy. </li>
<li>Oriental Watch continues to be undervalued at just 8.3x P/E and a dividend yield of 12%</li>
<li>However, the Chinese watch market remains weak and there's no clear sign of a turnaround yet</li>
</ul>


Alternative data suggests a turn in the luxury wristwatch market. But most likely, this turn is due to US tariffs on Swiss watch imports, causing US buyers to panic buy. 
Oriental Watch continues to be undervalued at just 8.3x P/E and a dividend yield of 12%
However, the Chinese watch market remains weak and there's no clear sign of a turnaround yet


Oriental Watch

Oriental Watch (398 HK)