China, Hong Kong & Macau Stock Index
China, Hong Kong & Macau stock index. ๐๏ธ State owned ๐ผ๐ป ESG friendly ๐ ฟ๏ธ Preference shares available ๐๐ Global/regional operations or part of global/regional supply chains
This post is an index for all China (208 as of Sept 2024), Hong Kong (23 stocks) and Macau stocks covered and tagged under our EM Stock Pick Tear Sheets organized as follows:
๐๏ธ State owned, controlled, or influenced companies.
๐ผ๐ป ESG friendly stock e.g. renewable energy. This is fairly subjective.
๐ ฟ๏ธ Preference shares available (Note: I donโt see a comprehensive list of preference shares or preferred stocks readily available on the Internetโฆ).
๐๐ etc. This is fairly subjective as many Chinese stocks are part of global supply chains rather than domestic companies.
A very short description of the stock with links to the IR page and stock quote(s) on Yahoo! Finance.
The stock tag link linked to any post under EM Stock Pick Tear Sheets.
Titles linked to any good or in-depth research from funds etc covering the stock (Limited as of August 2024).
The goal is to build up a database or index of international, frontier, and emerging market stocks that have research available or are owned by international stock funds.
This means there is considerable room for improvement for these index posts over the coming months e.g. adding an icon link to any Wikipedia page (e.g. via an icon) as such pages usually mention any scandals or problems a stock may have add; tagging and adding additional stocks from 2023 EM Fund Stock Picks posts; organizing stocks by industry for countries that have many stocks covered, etc.
Asia
East Asia
๐จ๐ณ China
Tags: China & China Stocks
China's Problems That Few People Talk About (And Investor Implications)
If you build it, you must maintain it. What happens when land use rights start to decay? Does Beijing even know what the real numbers are (b/c โheaven is high and the Emperor is far away")? etc.
From How to Buy the Same Stocks as Chinaโs Sovereign Wealth Funds (Krane Shares) and covered in our June 23, 2024 post:
List of red chip companies - Red chip stocks are the stocks of mainland China companies incorporated outside mainland China and listed in Hong Kong. It refers to businesses based in mainland China and with (majority) shares controlled either directly or indirectly by a government body.
๐จ๐ณ 361 Degrees International Limited (HKG: 1361 / FRA: 36L / OTCMKTS: TSIOF) - Leading comprehensive sportswear enterprise. /t/361-degrees-international
๐ 3SBio Inc (HKG: 1530 / FRA: 83B / OTCMKTS: TRSBF) - Biopharmaceutical products + trading, project management & consultation, technology, sports, financial, investment advisory, medical devices & agricultural services. /t/3sbio-inc
๐ Aac Technologies Holdings (HKG: 2018 / FRA: A2X / OTCMKTS: AACAY / AACAF) - Sensory experience solutions (Acoustics, Optics, Haptics, Sensor & Semiconductor + Precision Manufacturing). /t/aac-technologies-holdings
๐ ACM Research (NASDAQ: ACMR) - Wet processing technology & products for the semiconductor industry. Silicon Valley & China based. /t/acm-research
๐ Advanced Micro-Fabrication Equipment (AMEC) (SHA: 688012) - China's #2ย manufacturerย of chip making tools & a producer of etching devices. /t/advanced-micro-fabrication-equipment
๐จ๐ณ AK Medical (HKG: 1789) - Orthopaedic implant & joint manufacturer. /t/ak-medical
๐ Akeso (HKG: 9926 / FRA: 4RY / OTCMKTS: AKESF) - Biopharmaceutical company. R&D, manufacturing & commercialization of new innovative antibody drugs. /t/akeso
๐ Alibaba (NYSE: BABA) - eCommerce, retail, Internet & technology. /t/alibaba
๐จ๐ณ๐๏ธ Anhui Expressway (SHA: 600012 / HKG: 0995 / FRA: HU7 / OTCMKTS: AUHEF) - Investment, construction, operation & management of toll roads within Anhui province. /t/anhui-expressway
๐ ANTA Sports Products (HKG: 2020 / FRA: AS7 / OTCMKTS: ANPDY / OTCMKTS: ANPDF) - Design, R&D, manufacturing, marketing & sales of professional sports products. Acquired Amer Sports (NYSE: AS) (global sportswear group). /t/anta-sports-products
๐จ๐ณ Atour Lifestyle Holdings (NASDAQ: ATAT) - Hospitality & lifestyle company in China. Portfolio of lifestyle hotel brands. /t/atour-lifestyle-holdings
๐จ๐ณ Baidu (NASDAQ: BIDU) - Internet-related services, products & AI. Chinese search engine, Baidu Maps, etc. /t/baidu
๐จ๐ณ Bairong Inc (HKG: 6608 / FRA: 6B5) - AI & digital intelligence & digital transformation services to Chinese banks (for security, credit evaluation, etc). /t/bairong-inc
๐ Baozun (NASDAQ: BZUN) - Brand eCommerce service industry & digital commerce enabler in China. Serves 400+ brands from various industries & sectors around the world. /t/baozun
๐จ๐ณ BaTeLab Co Ltd (HKG: 2149) - Analog integrated circuit (IC) patterned wafers used in packaging & testing solutions. /t/batelab-co-ltd
๐ BeiGene (NASDAQ: BGNE) - Global biotechnology. Development of drugs for cancer treatment. /t/beigene
๐จ๐ณ๐๏ธ Beijing Capital International Airport Company Limited (HKG: 0694 / FRA: BJ1 / OTCMKTS: BJCHY / BJCHF) - Aeronautical & non-aeronautical businesses at the Beijing Capital Airport. /t/beijing-capital-international-airport