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

Insiders Buy Jollibee Shares After Spin‑off Plan
SocialFeb 12, 2026

Insiders Buy Jollibee Shares After Spin‑off Plan

From yesterday's post: insider buying in Philippine fast-food restaurant chain Jollibee, right after it announced that it would spin off its international operations on a US exchange in late 2027. https://t.co/qaFLrM4ucT

By Michael Fritzell
FnGuide Surges 11% as Demand Shows No Signs
SocialFeb 11, 2026

FnGuide Surges 11% as Demand Shows No Signs

FnGuide up another +11% today. Feel’s like there’s almost no end to the demand for the stock. https://t.co/mqJYQH1Dd1

By Michael Fritzell
Insider Buys Cebu Air as China Visa‑Free Opens
SocialFeb 11, 2026

Insider Buys Cebu Air as China Visa‑Free Opens

Insider buying in Cebu Air CEB PM. Comes right after the Philippines introduced visa-free entry for Chinese nationals. Source: Smart Insider https://t.co/QYnTMGfGiz

By Michael Fritzell
Japan FSA Pushes Firms to Reinvest Cash, Boost Returns
SocialFeb 11, 2026

Japan FSA Pushes Firms to Reinvest Cash, Boost Returns

"The [Japan] Financial Service Agency is currently conducting a review of the Corporate Governance Code with a desire to see improved capital efficiency through companies both reinvesting excess cash into their core business and increasing shareholder returns" - AVI

By Michael Fritzell
Hour Glass EPS Spikes as Rolex Index Hits Bottom
SocialFeb 10, 2026

Hour Glass EPS Spikes as Rolex Index Hits Bottom

Here are the LTM EPS for The Hour Glass. The turn came in March 2025, just when the WatchCharts Rolex index bottomed. Coincidence? https://t.co/1dQwTByVBg

By Michael Fritzell