INSIGHT PROVIDER
Rising
Michael Fritzell

Michael Fritzell
Research from Asian Century Stocks
Asian Century Stocks

55
Insights
21.7k
Views
59
Followers
Equity Bottom-Up • Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
35%
Consumer Staples
13%
Information Technology
13%
Industrials
11%
Financials
9%
Real Estate
7%
Health Care
6%
Energy
4%
Materials
2%

Top Verticals

Equity Bottom-Up
85%
Thematic (Sector/Industry)
15%

Top Entities

Haad Thip
2
Olympus Corp
2
Boustead Singapore Limited
2
Kaonavi Inc
2
Hotel Shilla
1
Ayala Land Inc
1
City Developments
1
Samsung Electronics
1
Toyota Motor
1
Honda Motor
1

Top Countries

Japan
29%
Singapore
11.3%
China
9.7%
Hong Kong
8.1%
United States
6.5%
Philippines
4.8%
South Korea
4.8%
Indonesia
4.8%
Thailand
4.8%
Australia
4.8%
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