INSIGHT PROVIDER
Michael Fritzell

Michael Fritzell
Research from Asian Century Stocks
Asian Century Stocks

77
Insights
30.1k
Views
77
Followers
Equity Bottom-Up • Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
34%
Information Technology
16%
Consumer Staples
12%
Industrials
11%
Financials
9%
Real Estate
5%
Health Care
5%
Materials
5%
Energy
3%

Top Verticals

Equity Bottom-Up
90%
Thematic (Sector/Industry)
10%

Top Entities

Kaonavi Inc
2
Olympus Corp
2
Nintendo
2
Coupang
2
Boustead Singapore
2
Haad Thip
2
Ayala Land
1
Hotel Shilla
1
City Developments
1
Trip.com
1

Top Countries

Japan
29.8%
China
9.5%
Singapore
9.5%
South Korea
9.5%
Thailand
7.1%
Hong Kong
6%
United States
4.8%
Philippines
4.8%
Australia
4.8%
Indonesia
4.8%
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