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Michael Fritzell

Michael Fritzell

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Asia equities investor and author of Asian Century Stocks; 16 years in Asian equities; frequent posts on Asian stocks and macro

Recent Posts

Hour Glass Valued at 9.4x P/E Amid Watch Market Rebound
Social•Feb 22, 2026

Hour Glass Valued at 9.4x P/E Amid Watch Market Rebound

New post just published: on Singapore-listed watch retailer The Hour Glass (HG SP). Swiss watch exports to Switzerland are now growing again, and second-hand market Rolex prices are rising in an almost upwards line. It trades at 9.4x P/E on my numbers. https://t.co/NgLAulws7k

By Michael Fritzell
Korean Reforms Spark Value Ups, Awaiting IBKR Access
Social•Feb 19, 2026

Korean Reforms Spark Value Ups, Awaiting IBKR Access

I initially thought the Korean reforms would be ineffective. But on the ground, I’m seeing many companies come up with highly positive value up plans. And valuations remain a fraction of those in Japan. Once IBKR opens access, the focus...

By Michael Fritzell
Freee Posts 30% YoY Revenue Surge, Market Optimism
Social•Feb 17, 2026

Freee Posts 30% YoY Revenue Surge, Market Optimism

I honestly feel like freee's result was pretty damn good: +30% YoY top-line growth. With other narratives floating around, the market could easily have interpreted the result in a favorable light.

By Michael Fritzell
Thailand Market Hit Bottom Mid‑2025, Faber Predicted
Social•Feb 17, 2026

Thailand Market Hit Bottom Mid‑2025, Faber Predicted

While everyone continues to be bearish on Thailand, the index quietly bottomed in mid-2025. Marc Faber called it, almost perfectly. https://t.co/TfCZRnhSG7

By Michael Fritzell
Asian Markets Split: AI Surge vs Old‑Economy Shift Ahead
Social•Feb 17, 2026

Asian Markets Split: AI Surge vs Old‑Economy Shift Ahead

Asian equity markets are diverging into two camps: AI capex beneficiaries in East Asia and "old economy" companies in Southeast Asia. There will be an inflection point where the former peaks, and flows move towards the latter. But when?

By Michael Fritzell
New CEO Drives 34.5% Revenue Surge at Casio
Social•Feb 15, 2026

New CEO Drives 34.5% Revenue Surge at Casio

New post just published: on Casio (6952 JP) - New CEO Shin Takano has revamped the organization - Latest quarter timepieces revenues +34.5% YoY - EV/Sales of 1.0x https://t.co/iB9kX6Gzcb

By Michael Fritzell
Mazda Malaysia Sales Dip, yet Bermaz Auto Shares Rise
Social•Feb 13, 2026

Mazda Malaysia Sales Dip, yet Bermaz Auto Shares Rise

The Mazda Malaysia January numbers were lower MoM but Bermaz Auto was still up on the news https://t.co/gI8pN0xr11

By Michael Fritzell