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@MikeFritzell Avatar @MikeFritzell Michael Fritzell (Asian Century Stocks)

Michael Fritzell (Asian Century Stocks) posts on X about stocks, pop mart, bank, accounting the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance XXXXX% countries XXX% stocks XXX% technology brands XXXX% travel destinations XXXX% currencies XXXX% automotive brands XXXX% fashion brands XXXX% gaming XXXX% luxury brands XXXX%

Social topic influence stocks #969, pop mart #213, bank 2.97%, accounting 1.98%, fintech 1.98%, to the 1.98%, at a 1.98%, asia 1.98%, australia 1.98%, labubu XXXX%

Top accounts mentioned or mentioned by @abroninvestor @smartkarma @indicupdates @joinyellowbrick @returnsjourney @bobgrayson15 @dabao_ @mbrooks87621 @oracleofidx @l3gzz04 @sagesimian @holyfinance @adcha91 @mystezi @jam_invest @rich_toad @phil_hk @kainyusanagi @premski_sgp @safecheapstocks

Top assets mentioned POP MART (PMRTY) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last XX hours

"Good discussion of alcohol stocks here. Andrew Brown remains skeptical doesnt seem positive about Treasury Wine Estates"
X Link 2025-12-04T03:18Z 29.4K followers, 4045 engagements

""The majority of research houses are cautious on Hartalega. Out of XX recommendations compiled by Bloomberg two are buy XX are hold and five are sell calls.""
X Link 2025-11-28T11:37Z 29.4K followers, 1640 engagements

"Is 3.7x EV/Sales okay to pay for a cloud accounting platform growing XX% per year"
X Link 2025-12-07T05:07Z 29.4K followers, 6195 engagements

"Sanrio up another +17% today"
X Link 2023-03-17T03:06Z 29.4K followers, XX engagements

"Pacific Textiles' (1382 HK) parent Toray Industries has initiated a share buyback. A positive sign in terms of the group's capital allocation"
X Link 2024-11-12T08:41Z 29.4K followers, 3399 engagements

"Giant Manufacturing 9921 TT close to a ten-year low"
X Link 2025-04-10T04:48Z 29.4K followers, 14.9K engagements

"The cocoa complex. Barry Callebaut and Delfi at the bottom"
X Link 2025-06-30T03:05Z 29.4K followers, 4375 engagements

"Cocoa prices are not going to drop tomorrow in fact the 2025/26 harvest may be incrementally worse. But by 2027 we'll see a supply response. Stocks that I think could rerate: - Barry Callebaut BARN SW - Delfi DELFI SP - Orion Corp 271560 KS - Morinaga & Co 2201 JP"
X Link 2025-08-13T01:15Z 29.4K followers, 5879 engagements

"As requested here is a 47-page slide deck on Mercari Japan's dominant C2C marketplace with a XX% market share. Trades at 14x P/E but significant upside to margins as fintech / US / Hallo is monetized. Key risks: Temu/Shein but they operate in diff segment. Link in bio"
X Link 2025-08-17T05:20Z 29.4K followers, 8927 engagements

"Indonesia: "Investment managers employed by state owned institutions are effectively barred from selling shares at a loss. If they do so they can face prosecution for causing a loss to the state. In fact its worse than that even unrealised losses fall into this category.""
X Link 2025-10-06T12:22Z 29.4K followers, 34.7K engagements

"Energy drinks: US: Monster Beverage @ 35x P/E w growth of XX% Southeast Asia: Carabao @ 16x P/E w growth of 7%"
X Link 2025-10-13T06:08Z 29.4K followers, 1500 engagements

"Telecom towers: US: American Tower @ 28x P/E w X% growth Southeast Asia: Sarana Menara @ 8x P/E w XX% growth"
X Link 2025-10-13T06:08Z 29.4K followers, 1288 engagements

"Here's attempt to identify hidden champions for each market this time in Australia. There's a huge number of innovative companies to choose from e.g. ResMed for sleep apnea devices Cochlear for hearing implants and Pro Medicus for medical imaging software"
X Link 2025-10-19T04:36Z 29.4K followers, 12.1K engagements

"@DeepSailCapital Pop Mart 9992 HK. The Labubu bubble is over. The alt-data all points in the same direction"
X Link 2025-11-06T16:20Z 29.4K followers, XXX engagements

"Universal Robina's (URC PM) has now come down to 10x P/E. While revenues / earnings remain flattish"
X Link 2025-11-25T11:00Z 29.4K followers, 1534 engagements

"@BillAckman @Bremont The designs feel a bit derivative sorry"
X Link 2025-11-29T22:35Z 29.4K followers, XXX engagements

"Top XX market caps: Japan X. Toyota Motor X. Sony X. Mitsubishi UFJ X. SoftBank X. Hitachi X. Sumitomo Mitsui X. Fast Retailing X. Nintendo X. Advantest XX. Tokyo Electron Just realizing that these stocks are all quite expensive"
X Link 2025-12-01T14:24Z 29.4K followers, 4253 engagements

""A bull market is like sex. It feels best just before it ends" - Barton Biggs"
X Link 2025-12-02T03:27Z 29.4K followers, 6839 engagements

"The problem with IDaaS providers such as Okta is that they're competing with Microsoft. They can easily suffer the same fate as Zoom with Microsoft Entra being offered for free to clients. So far Microsoft has not localized e.g. solved the PPAP problem but they might"
X Link 2025-12-03T05:29Z 29.4K followers, XXX engagements

"Which part of the cycle #2"
X Link 2025-12-05T09:17Z 29.4K followers, 2923 engagements

"@hurdle_rate I saw you owned MJS"
X Link 2025-12-07T08:40Z 29.4K followers, XXX engagements

"@Investor_NICK_ @WaterworldCapi1 Thats why its such a surprise that Prada has gone nowhere. At least until now"
X Link 2025-12-08T05:39Z 29.4K followers, XX engagements

"Japan's cloud accounting software industry is 6-10 years behind the United States and Australia. That means there's plenty of catch-up growth ahead. In my write-up on software developer freee I note that it expects its corporate client base to eventually triple"
X Link 2025-12-08T07:07Z 29.4K followers, 2797 engagements

"@adcha91 The DRAM sector is worth watching"
X Link 2025-12-12T03:35Z 29.4K followers, XX engagements

"The insider buying in Nagacorp didn't do much good The signal has to be combined with value"
X Link 2025-11-13T08:25Z 29.4K followers, 1885 engagements

"An interview with London-based hedge fund manager Yilun Chen who I know from Value Investors Club / Twitter. He discusses: - His background - Modern Dental 3600 HK - Chinese overcapacity - Xiaomi 1810 HK - Chemicals sector - China Fintech incl QFIN US - Sony Financial"
X Link 2025-11-18T04:56Z 29.4K followers, 6115 engagements

"Some of the stocks that come to mind: - Pan Pacific 7532 JP - Ryohin Keikaku 7453 JP - BIC Camera 3048 JP - Okamoto 5122 JP - Shiseido 4911 JP - Fast Retailing 9983 JP - ASICS 7936 JP - Yakult 2267 JP - Oriental Land 4661 JP"
X Link 2025-11-19T06:35Z 29.4K followers, 2025 engagements

"So many EM banks claim to have X% NPL ratios. Bank Rakyat BFI Finance etc etc. Just from memory. Its astounding. Many of them probably have skeletons in the closet. No view on SE by the way"
X Link 2025-11-22T08:02Z 29.4K followers, 7268 engagements

"Top Philippines companies by market cap: - ICTSI - SM Investments - BDO Unibank - Manila Electric - SM Prime - Bank of the Philippine Islands - Aboitiz Power - San Miguel Food and Beverage - Metropolitan Bank & Trust Company - Ayala Corp Many quite attractive"
X Link 2025-12-02T09:06Z 29.4K followers, 3448 engagements

"Lion Rock 👇 Beware of Hysan it has a great deal of debt. Swire Pacific's assets are solid. Surprised to see Skyworth there that company has a complex corporate structure"
X Link 2025-12-03T04:38Z 29.4K followers, 5999 engagements

"The company has done amazingly well serving the needs of Japanese corporates especially government's ban on the PPAP file transfer protocol which is now outdated and replaced with Hennge's solution. 3-year revenue CAGR of +25% and gross margins of 87%"
X Link 2025-12-03T05:29Z 29.4K followers, XXX engagements

"Michael Burry @michaeljburry has come out of nowhere and now ranks as #3 of all finance Substacks on the platform"
X Link 2025-12-06T04:16Z 29.4K followers, 127.9K engagements

"When he drops the Labubu Ill short Pop Mart even more"
X Link 2025-12-07T09:56Z 29.4K followers, 9540 engagements

"@smartkarma So Money Forward is doing well right now because the software is advanced enough for medium sized enterprises to adopt it. It owns the accountant referral channel partly for that reason. But I think freee will eventually catch up feature-wise"
X Link 2025-12-07T13:28Z 29.4K followers, XXX engagements

"United Arab Emirates equities now available on Interactive Brokers"
X Link 2025-12-10T01:30Z 29.4K followers, 5261 engagements

"I really do not understand the optimism about net-nets that are stingy with their dividends. Wait for a hundred years and your IRR ends up at 3-4%. Is that what we're aiming for"
X Link 2025-12-11T01:43Z 29.4K followers, 9809 engagements

"Top XX companies in the United Arab Emirates ranked by market cap: International Holding Co Abu Dhabi National Energy Company ADNOC Gas First Abu Dhabi Bank Emirates NBD Bank Emirates Telecom Dubai Electricity and Water Authority Emaar Properties Abu Dhabi Commercial Bank Alpha Dhabi Holding"
X Link 2025-12-11T04:28Z 29.4K followers, 2537 engagements

"Increased the short yet again based solely on technicals. Now at a position Im comfortable with"
X Link 2025-12-11T06:32Z 29.4K followers, 1596 engagements

"@JohnHuber72 Doesnt GM benefit from tariffs being imposed on Japanese imports"
X Link 2025-12-11T14:32Z 29.4K followers, XXX engagements

"In my personal (very biased) view the higher quality of Japan's SaaS companies include freee Smaregi Rakus and Broadleaf. They're not all cheap however"
X Link 2025-12-12T00:12Z 29.4K followers, 1809 engagements

"Pop Mart has an ADV of US$414 million. incredible"
X Link 2025-12-12T02:40Z 29.4K followers, 2613 engagements

"Many similarities"
X Link 2025-12-12T06:11Z 29.4K followers, 1769 engagements

"A recent dip in Pop Mart's China iOS app ranking"
X Link 2025-12-12T07:29Z 29.4K followers, 1062 engagements

"The new split screen mode in Google Chrome is pretty cool"
X Link 2025-12-12T07:39Z 29.4K followers, 4986 engagements

"Harris Oakmark on Kansai Paint the paint company with large Indian exposure"
X Link 2025-11-18T03:09Z 29.4K followers, 2696 engagements

"I wrote about the company last year here:"
X Link 2025-11-18T03:09Z 29.4K followers, 1354 engagements

""JD is launching another IPO with its industrial-supply chain arm JingDong Industrials raising US$420 million in Hong Kong after having already listed JD Health and JD Logistics" Sounds like they're just soaking up as much capital as humanly possible"
X Link 2025-12-08T01:50Z 29.4K followers, 2185 engagements

"@FundamentEdge The quality of your video is fantastic. May I ask what kind of gear youre using"
X Link 2025-12-10T01:01Z 29.4K followers, XXX engagements

"This is how Substacks should have been designed. A massive "ACCOUNT" button that enables you to see what subscription tier you're on and which emails you want to receive"
X Link 2025-12-10T03:23Z 29.4K followers, 5141 engagements

"Tycooons that have provided funding so far (as per FT): - Prajogo Pangestu (Barito group) - Robert Budi Hartono (Djarum) - Anthoni Salim (Salim Group) - Franky Widjaja (Sinar Mas)"
X Link 2025-12-10T06:12Z 29.4K followers, 1269 engagements

"The question is what do they get in return And what happens to the tycoons who do not send money to Danantara X% is a low interest rate"
X Link 2025-12-10T06:14Z 29.4K followers, 1219 engagements

"@rich_toad It's okay if you run your own business. Capital gains tax is low if you use ISK accounts for stock investing. Just make sure to never be a salaried employee in Sweden"
X Link 2025-12-10T08:11Z 29.4K followers, XXX engagements

"@phil_hk @RonStoeferle Wow. We need inflation hedges I suppose the real question is whether to own platinum silver gold low inflation fiat currencies like the CHF or equities"
X Link 2025-12-10T14:57Z 29.4K followers, XXX engagements

"All those Americans complaining about high living expenses should watch this. By the way Stockholm is one of the wealthiest areas in Europe and software engineers are well-paid"
X Link 2025-12-10T07:53Z 29.4K followers, 4975 engagements

"@The_Alpha_Eng Is there any real world example of company getting hurt directly by generative AI tools in terms of its earnings"
X Link 2025-12-12T08:24Z 29.4K followers, XX engagements