Michael Fritzell
A personal Substack: writing, investing, living
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 5 months ago | Last Issue | 15 days ago |
| Active | |||||
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michaelfritzell.substack.comLatest Issues
Casio + Trip.com + Integral
SK Hynix reported weaker-than-expected second-quarter results, triggering a temporary crash in Korean semiconductor stocks. Japan spent over US$50 billion to defend the yen, with the US Treasury joining for the first time, pushing the curre...
Praveen Kumar + ERI Holdings + Hidden Champions
The US administration is rebuilding its tariff regime, imposing a 12.5% tax on goods from Vietnam and China, and a 12.5% on most goods from South Korea and Japan. Chinese fast-fashion giant Shein is preparing for an IPO in Hong Kong, follow...
Saizeriya + United Labs + Avia Avian
Korean equities continued to decline over the past week, with some tragic consequences. It’s been a perfect storm of record margin debt and rising interest rates, causing a forced unwind with very little cash on the sidelines. That said, th...
SK Hynix + Link REIT + Air Water
This week: commentary on SK Hynix‘s US IPO, the strength in EM homebuilders, new buybacks at Link REIT and a deep-dive on Air Water.
In today’s email:
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Watchlist update
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Worth your time
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Air Water
This is another free-to-re...
Thailand's stimulus package
Disclaimer: This article constitutes the author’s personal views and is for entertainment and educational purposes only. It is not to be construed as financial advice in any shape or form. Please do your own research and seek your own advic...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Michael Fritzell.
| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I write Asian Century Stocks, independent research on overlooked Asian equities: https://www.asiancenturystocks.com/
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