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# ![@MikeFritzell Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2471879203.png) @MikeFritzell Michael Fritzell (Asian Century Stocks)

Michael Fritzell (Asian Century Stocks) posts on X about stocks, $9983t, $7453t, ipo the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::2471879203/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2471879203/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +45%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::2471879203/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2471879203/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +9.50%
- X Months XXXXX +11%
- X Year XXXXX -XX%

### Followers: XXXXXX [#](/creator/twitter::2471879203/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2471879203/c:line/m:followers.svg)

- X Week XXXXXX +0.29%
- X Month XXXXXX +0.98%
- X Months XXXXXX +8%
- X Year XXXXXX +18%

### CreatorRank: XXXXXXX [#](/creator/twitter::2471879203/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2471879203/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [countries](/list/countries)  XXXXX% [stocks](/list/stocks)  XX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [currencies](/list/currencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [gaming](/list/gaming)  XXXX% [luxury brands](/list/luxury-brands)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) #1845, [$9983t](/topic/$9983t) #2, [$7453t](/topic/$7453t) 2.22%, [ipo](/topic/ipo) #1066, [hong kong](/topic/hong-kong) #1097, [japan](/topic/japan) 2.22%, [sony](/topic/sony) 2.22%, [$6758t](/topic/$6758t) 2.22%, [$8053t](/topic/$8053t) #39, [united arab emirates](/topic/united-arab-emirates) #139

**Top accounts mentioned or mentioned by**
[@smartkarma](/creator/undefined) [@adcha91](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@bobgrayson15](/creator/undefined) [@jam_invest](/creator/undefined) [@dabao_](/creator/undefined) [@mbrooks87621](/creator/undefined) [@oracleofidx](/creator/undefined) [@phil_hk](/creator/undefined) [@premski_sgp](/creator/undefined) [@thelonghappy](/creator/undefined) [@kainyusanagi](/creator/undefined) [@mystezi](/creator/undefined) [@rich_toad](/creator/undefined) [@abroninvestor](/creator/undefined) [@philhk](/creator/undefined) [@ronstoeferle](/creator/undefined) [@michaeljburry](/creator/undefined) [@deepsailcapital](/creator/undefined) [@basedqian](/creator/undefined)

**Top assets mentioned**
[POP MART  (PMRTY)](/topic/pop-mart) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last XX hours

"Harris Oakmark on Kansai Paint the paint company with large Indian exposure"  
[X Link](https://x.com/MikeFritzell/status/1990618286430826626)  2025-11-18T03:09Z 29.4K followers, 2697 engagements


"I wrote about the company last year here:"  
[X Link](https://x.com/MikeFritzell/status/1990618363194986703)  2025-11-18T03:09Z 29.4K followers, 1355 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](https://x.com/MikeFritzell/status/1998769123434840463)  2025-12-10T14:57Z 29.4K followers, XXX engagements


"Ryohin Keikaku (Muji) 7453 JP has now more than tripled since my deep dive in May 2023. Shows you the importance of betting on exceptional management teams (Nobuo Domae previously at Fast Retailing)"  
[X Link](https://x.com/MikeFritzell/status/1924727797014319158)  2025-05-20T07:24Z 29.4K followers, 4858 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](https://x.com/MikeFritzell/status/1997846312302379313)  2025-12-08T01:50Z 29.4K followers, 2195 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](https://x.com/MikeFritzell/status/1998931582032453791)  2025-12-11T01:43Z 29.4K followers, 10.3K 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](https://x.com/MikeFritzell/status/1995499272360657349)  2025-12-01T14:24Z 29.4K followers, 4265 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](https://x.com/MikeFritzell/status/1998973190480212356)  2025-12-11T04:28Z 29.4K followers, 2561 engagements


"Michael Burry @michaeljburry has come out of nowhere and now ranks as #3 of all finance Substacks on the platform"  
[X Link](https://x.com/MikeFritzell/status/1997158221694513189)  2025-12-06T04:16Z 29.4K followers, 128K engagements


"Increased the short yet again based solely on technicals. Now at a position Im comfortable with"  
[X Link](https://x.com/MikeFritzell/status/1999004376212611329)  2025-12-11T06:32Z 29.4K followers, 1604 engagements


"Pop Mart has an ADV of US$414 million. incredible"  
[X Link](https://x.com/MikeFritzell/status/1999308472811421886)  2025-12-12T02:40Z 29.4K followers, 2756 engagements


"A recent dip in Pop Mart's China iOS app ranking"  
[X Link](https://x.com/MikeFritzell/status/1999381108539162835)  2025-12-12T07:29Z 29.4K followers, 1247 engagements


"The new split screen mode in Google Chrome is pretty cool"  
[X Link](https://x.com/MikeFritzell/status/1999383504724066465)  2025-12-12T07:39Z 29.4K followers, 6051 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](https://x.com/MikeFritzell/status/1956949166795726871)  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](https://x.com/MikeFritzell/status/1975174948546109941)  2025-10-06T12:22Z 29.4K followers, 34.7K engagements


"Universal Robina's (URC PM) has now come down to 10x P/E. While revenues / earnings remain flattish"  
[X Link](https://x.com/MikeFritzell/status/1993273660308898014)  2025-11-25T11:00Z 29.4K followers, 1534 engagements


"@BillAckman @Bremont The designs feel a bit derivative sorry"  
[X Link](https://x.com/MikeFritzell/status/1994898113564479776)  2025-11-29T22:35Z 29.4K followers, XXX engagements


""A bull market is like sex. It feels best just before it ends" - Barton Biggs"  
[X Link](https://x.com/MikeFritzell/status/1995696338194104825)  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](https://x.com/MikeFritzell/status/1996089359913914388)  2025-12-03T05:29Z 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](https://x.com/MikeFritzell/status/1997903739756351880)  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](https://x.com/MikeFritzell/status/1997925925208633423)  2025-12-08T07:07Z 29.4K followers, 2797 engagements


"@FundamentEdge The quality of your video is fantastic. May I ask what kind of gear youre using"  
[X Link](https://x.com/MikeFritzell/status/1998558762685346265)  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](https://x.com/MikeFritzell/status/1998594515159101800)  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](https://x.com/MikeFritzell/status/1998636909661499549)  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](https://x.com/MikeFritzell/status/1998637302118281350)  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](https://x.com/MikeFritzell/status/1998666944598388816)  2025-12-10T08:11Z 29.4K followers, XXX engagements


"The insider buying in Nagacorp didn't do much good The signal has to be combined with value"  
[X Link](https://x.com/MikeFritzell/status/1988885983396278607)  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](https://x.com/MikeFritzell/status/1990645323707113904)  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](https://x.com/MikeFritzell/status/1991032651801907476)  2025-11-19T06:35Z 29.4K followers, 2025 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](https://x.com/MikeFritzell/status/1994370167951032483)  2025-11-28T11:37Z 29.4K followers, 1640 engagements


"I asked ChatGPT XXX Thinking & Gemini X Pro Thinking to estimate freee's 10-year earnings per share. ChatGPT's answer was shockingly poor"  
[X Link](https://x.com/MikeFritzell/status/1995492357240951289)  2025-12-01T13:57Z 29.4K followers, 6603 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](https://x.com/MikeFritzell/status/1995781622181056783)  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](https://x.com/MikeFritzell/status/1996076559397257532)  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](https://x.com/MikeFritzell/status/1996089356831129974)  2025-12-03T05:29Z 29.4K followers, XXX engagements


"Good discussion of alcohol stocks here. Andrew Brown remains skeptical doesnt seem positive about Treasury Wine Estates"  
[X Link](https://x.com/MikeFritzell/status/1996418845964423549)  2025-12-04T03:18Z 29.4K followers, 4045 engagements


"Is 3.7x EV/Sales okay to pay for a cloud accounting platform growing XX% per year"  
[X Link](https://x.com/MikeFritzell/status/1997533479429656871)  2025-12-07T05:07Z 29.4K followers, 6195 engagements


"When he drops the Labubu Ill short Pop Mart even more"  
[X Link](https://x.com/MikeFritzell/status/1997606073218527326)  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](https://x.com/MikeFritzell/status/1997659436203102492)  2025-12-07T13:28Z 29.4K followers, XXX engagements


"@adcha91 @retailLNG Asia itself a Western / Greek concept"  
[X Link](https://x.com/MikeFritzell/status/1997678191759208609)  2025-12-07T14:42Z 29.4K followers, XX 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](https://x.com/MikeFritzell/status/1998662301403271287)  2025-12-10T07:53Z 29.4K followers, 4975 engagements


"@JohnHuber72 Doesnt GM benefit from tariffs being imposed on Japanese imports"  
[X Link](https://x.com/MikeFritzell/status/1999125063308911096)  2025-12-11T14:32Z 29.4K followers, XXX engagements


"👀 Toyota Industries Kansai Electric Power Sumitomo Realty & Development"  
[X Link](https://x.com/MikeFritzell/status/1988419651978883352)  2025-11-12T01:32Z 29.4K followers, 3721 engagements


"Which part of the cycle #2"  
[X Link](https://x.com/MikeFritzell/status/1996871603347771469)  2025-12-05T09:17Z 29.4K followers, 2925 engagements


"United Arab Emirates equities now available on Interactive Brokers"  
[X Link](https://x.com/MikeFritzell/status/1998565946856976673)  2025-12-10T01:30Z 29.4K followers, 5267 engagements


"ACS now ranked #15 on Ghost's finance publication leaderboard"  
[X Link](https://x.com/MikeFritzell/status/1997492059792642207)  2025-12-07T02:23Z 29.4K followers, 3959 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](https://x.com/MikeFritzell/status/1999271141563859374)  2025-12-12T00:12Z 29.4K followers, 1898 engagements


"@adcha91 The DRAM sector is worth watching"  
[X Link](https://x.com/MikeFritzell/status/1999322285103345741)  2025-12-12T03:35Z 29.4K followers, XXX engagements


"Many similarities"  
[X Link](https://x.com/MikeFritzell/status/1999361332928483480)  2025-12-12T06:11Z 29.4K followers, 2011 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](https://x.com/MikeFritzell/status/1999394947351634430)  2025-12-12T08:24Z 29.4K followers, XX engagements