INSIGHT PROVIDER
Michael Fritzell

Michael Fritzell
Research from Asian Century Stocks
Asian Century Stocks

18
Insights
4.3k
Views
32
Followers
Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Consumer Discretionary
24%
Information Technology
18%
Consumer Staples
18%
Real Estate
12%
Health Care
12%
Materials
6%
Financials
6%
Energy
6%

Top Verticals

Equity Bottom-Up
59%
Thematic (Sector/Industry)
41%

Top Entities

Olympus Corp
2
Hotel Shilla
1
Ayala Land Inc
1
UOL Group
1
Samsung Electronics
1
Bank of the Philippine Islands
1
City Developments
1
Samsung SDI
1
Samsung Engineering
1
Samsung Heavy Industries
1

Top Countries

Japan
24%
United States
16%
China
12%
Singapore
12%
South Korea
8%
Cambodia
4%
Indonesia
4%
Sweden
4%
Australia
4%
Thailand
4%
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