Frontier & Emerging Market Stock Index

This post is a continuously updated index for all stocks covered under our EM Stock Pick Tear Sheets.

This post is an index for all stocks covered and tagged (1,400+ total tagged stocks plus additional stocks not tagged) under our EM Stock Pick Tear Sheets or other posts and broken up as follows:

• China, Hong Kong & Macau Stock Index

• Japan, Korea & Taiwan Stock Index

• Oceania & Southeast Asia Stock Index

• South & Central Asia Stock Index

• Africa & Middle East Stock Index

• Emerging & Eastern Europe Stock Index

• North & Latin America Stock Index

* FYI to any other Substack writers: I found out the hard way that when a post reaches a certain length (characters, etc.), you will be unable to save it or rather it will act like its saving (but its not actually saving). Therefore, I had to break up the index into several posts by region.

The indices are organized as follows:

• Region and country.

• 🌐🌏 etc. This is fairly subjective as, for example, many stocks are part of global supply chains rather than purely domestic companies.

• 🏛️ State owned, controlled, or influenced companies.

• 👼🏻 ESG friendly stock e.g. renewable energy. This is fairly subjective.

• 🅿️ Preference shares available (Note: I don’t see a comprehensive list of preference shares or preferred stocks readily available on the Internet…).

• A very short description of the stock with links to the IR page and stock quote(s) on Yahoo! Finance or other sites.

• Any Wikipedia page (denoted by 🇼) and a Substack stock tag link (denoted by 🏷️) 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 or our posts (denoted by ✅).

And as always, this post is provided for informational purposes only (and to make your life easier…). It does not constitute investment advice and/or a recommendation…

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.

In addition, here is an index of our other posts by topic:

• Sector/Industry Posts

• Fund Holding Posts

• Stock Related Posts

• Asia Posts

• Africa Posts

• Investing Tips

Sector/Industry Posts

• 🌐 Port Terminal & Port Operator Stocks (September 2024)

• 🌐 Developed & Emerging Market Toll Road Stocks (Mid-2024)

• 🌐 Publicly Listed Airport Stocks + Ground Support Equipment Stocks (Mid-2024)

• 🌐 Publicly Listed Stock Exchange Stocks (Mid-2024)

• 🌐 World's Safest Banks Rankings & List (From Late 2022)

• 🌐 EM Fund Bank & Financial Stock Picks (Q1 2023)

• 🌐 Making Sense of Delivery Platform Stock Metrics and Financials

Fund Holding Posts

• 🌍 Central and Eastern Europe Fund Holdings (Q3 2024)

• 🇵🇱 iShares MSCI Poland ETF Holdings (November 2024)

• 🇦🇷 The Less Flawed Global X MSCI Argentina ETF's Holdings (October 2024)

• 🇨🇴 Global X MSCI Colombia ETF Holdings (October 2024)

• 🌐 Rondure New World + Overseas Fund EM Stock Holdings (Mid-2024)

• 🇲🇽 Mexico Closed End Fund Stock Picks (Mid 2024)

• 🇹🇼 Taiwan ETF Holdings (Early 2024)

• 🇨🇴 Global X MSCI Colombia ETF Holdings (September 2023)

• 🌍 Central and Eastern Europe Fund Holdings (Q3 2023)

• 🇵🇱 iShares MSCI Poland ETF Holdings Ahead of Polish Elections (October 2023)

• 🇦🇷 The Flawed Global X MSCI Argentina ETF's Holdings (September 2023)

• 🇧🇷 Brazil Small Cap ETF Stock Picks (September 2023)

• 🌐 Rondure New World + Overseas Fund EM Stock Holdings (Mid-2023)

• 🇲🇽 Mexico Closed End Fund Stock Picks (Early 2023)

Stock Related Posts

Note: Flags etc may not fully reflect the geographic operations of individual stocks OR where they are listed…

2024

• 🇹🇼 E Ink Holdings (TPE: 8069): Moving Beyond ePaper & the Amazon Kindle into Digital Retail Pricing Labels

• 🇰🇷 Shinhan Financial Group (NYSE: SHG): Low PBR with a Strong Balance Sheet, But Has US Commercial Real Estate Exposure

• 🇧🇷 Raia Drogasil (BVMF: RADL3 / OTCMKTS: RADLY): Room to Grow in a Fragmented Industry

• 🇧🇷 Vivara Participacoes Sa (BVMF: VIVA3): Vertical Integration as a Moat

• 🇲🇽 Bolsa Mexicana de Valores (BMV: BOLSAA / FRA: BC51 / OTCMKTS: BOMXF): Reforms Will Benefit Mexico's Stock Exchange

• 🇸🇮 Nova Ljubljanska Banka (LON: 55VX / FRA: N1V2): Slovenia's & SE Europe's Leading Bank

• 🇸🇦 AlKhorayef Water & Power Technologies Co. (AWPT) (TADAWUL: 2081): Cashing in on the Saudi Infrastructure Boom

• 🇹🇼 Yageo Corp (TPE: 2327 / OTCMKTS: YAGOY): Powering AI with Passive Components

2023

• 🇲🇽 Vesta (BMV: VESTA / NYSE: VTMX): The Mexico Nearshoring Industrial Real Estate Stock Continues to Rise

• 🇧🇷 Cogna Educação (BVMF: COGN3 / OTCQX: COGNY): One of the World's Largest Private Education Providers

• 🇧🇷 Vasta Platform Limited (NASDAQ: VSTA): A Brazilian Subscription Based High Growth Education Company

• 🇧🇷 Vitru Limited (NASDAQ: VTRU): Positive Momentum for Brazil's Leading Distance Learning Higher Education Provider

• 🇧🇷 Arco Platform Limited (NASDAQ: ARCE): Minority Shareholder Are Wary of this Brazil Education Stock

• 🇧🇷 Afya (NASDAQ: AFYA): Shares of Brazil's Leading Medical Education Group Struggle to Breakout

• 🇿🇦 Stadio Holdings (JSE: SDO): An Asset Light Distance Learning Model Pays Off

• 🇿🇦 Curro Holdings (JSE: COH / FRA: 24P): Performing Significantly Better After Expanding Too Quickly

• 🇿🇦 ADvTECH (JSE: ADH): Becoming a Pan-African Education Business

• 🇧🇷 YDUQS Participações (BVMF: YDUQ3): Digital Learning Investments Pay Off as Growth Continues

• 🇪🇬 CIRA Education (EGX: CIRA): Record Revenues and Minimal Margin Contraction Amid High Inflation

• 🇨🇳 Super Hi International Holding (HKG: 9658 / OTCMKTS: SPHIF): The Largest International Chinese Restaurant Brand Actually from China

• 🇨🇳 Haidilao (HKG: 6862 / FRA: 8HI / OTCMKTS: HDALF): Cooking Up a Turnaround?

• 🇮🇳 Barbeque Nation (NSE: BARBEQUE / BOM: 543283): India’s Successful Homegrown Casual-Dining-Restaurant

• 🇲🇽 Alsea (BMV: ALSEA / FRA: 4FU / OTCMKTS: ALSSF): Seeing Robust Starbucks and QSR Growth

• 🇮🇳 Restaurant Brands Asia Ltd (NSE: RBA / BOM: 543248): Inflation Pains as Expansion Continues in India and Indonesia

• 🇹🇼 Gourmet Master (TPE: 2723): Taiwan's Rapidly Expanding Version of Starbucks

• 🇹🇼 Bafang Yunji International (TPE: 2753): Turning Things Around and Expanding in HK Plus the USA

• 🇮🇳 Westlife Foodworld Ltd (NSE: WESTLIFE / BOM: 505533): India's McDonald's Master Franchisee is Hitting New Highs

• 🇿🇦 Spur Corporation Ltd (JSE: SUR): Owns South Africa's "Official Restaurant" and Has Produced Sizzling Results

• 🇮🇳 Jubilant FoodWorks (NSE: JUBLFOOD / BOM: 533155): Inflation Bites as They Aggressively Expand Domino’s Pizza

• 🇮🇳 Sapphire Foods (NSE: SAPPHIRE / BOM: 543397): Institutional Shareholders Remain Bullish as They Buy More Shares

• 🇵🇱 AmRest (WSE: EAT / FRA: 1QT / OTCMKTS: ARHOF): A Leading European Restaurant Operator Still Below Pre-COVID Highs

• 🇮🇳 Devyani International (NSE: DEVYANI / BOM: 543330): Yum! Brands’ Largest Franchisee in India Hopes for a Rebound Amid Signs Inflation is Stabilizing

• 🇮🇩 Champ Resto (IDX: ENAK): Indonesia's Restaurant National Champion?

• 🇰🇷 Kangwon Land (KRX: 035250): Shares Are Still Down Despite a Mass Gaming Revenue Recovery

• 🇿🇦 Tsogo Sun Ltd (JSE: TSG / FRA: G5E): Africa's Biggest Casino Operator is Getting Bigger

• 🇿🇦 Southern Sun (JSE: SSU): Almost Normalcy for Southern Africa's Leading Hospitality Stock

• 🇿🇦 Sun International (JSE: SUI / FRA: RY1B): On a Roll as Casino Gamblers Return Plus New Market Expansion Plans

• 🇿🇦 Grand Parade Investments (JSE: GPL): A Horseracing Enthusiast Takes Control of a Solid Casino Gaming Platform Ready for Buildout

• 🇰🇷 LG Chem (KRX: 051910): Owns Battery Stock LG Energy Solution (And Might Be the Better Stock to Own)

• 🇰🇷 LG Energy Solution (KRX: 373220): World's Biggest Non-Chinese EV Battery Stock

• 🇰🇷 SK Innovation (KRX: 096770): Raises More Funds and is Making Georgia Battery Plant Productivity Gains

• 🇨🇳 CATL (SHE: 300750): World's Largest EV Battery Maker Who Elon Musk Recently Met With

• 🇨🇳 Semiconductor Manufacturing International Corp (SHA: 688981 / HKG: 0981 / FRA: MKN2): China's Most Important Chipmaker

• 🇨🇳 NAURA Technology Group (SHE: 002371): A Potential US-China Chip Conflict Beneficiary

• 🇨🇳 Hua Hong Semiconductor (HKG: 1347 / FRA: 1HH / OTCMKTS: HHUSF): Plans a $2.6B Shanghai Share Sale to Fuel Expansion

• 🇨🇳 Advanced Micro-Fabrication Equipment (SHA: 688012): China's #2 Chip Tool Maker

• 🇨🇳 Legend Biotech (NASDAQ: LEGN): The J&J Partner Recently Surged on Leaked Data About It's Multiple Myeloma Treatment

• 🇨🇳 ACM Research (NASDAQ: ACMR): Successfully Straddling the US-China Chip Conflict (So Far...)

• 🇨🇳 Mercurity Fintech Holdings (NASDAQ: MFH): Speculative Chinese Fintech, Blockchain and Bitcoin Stock

• 🇨🇳 Fangdd Network (NASDAQ: DUO): Can the Online Marketplace Ride Out the Chinese Property Downturn?

• 🇬🇾 CGX Energy (CVE: OYL / FRA: GXCN / OTCMKTS: CGXEF): A Speculative Guyana Oil Small Cap Stock

• 🌎 Frontera Energy (TSE: FEC / FRA: 3PY3 / OTCMKTS: FECCF): Hit By Colombia Unrest But Sees Coming Profitability and Operational Improvements

• 🌎 Gran Tierra Energy (NYSE: GTE): Still Has Plenty of Exploration Opportunities in Colombia and Ecuador

• 🌎 Vista Energy (NYSE: VIST): Has the Largest Shale Oil and Gas Play Under Development Outside North America

• 🌎 GeoPark Ltd (NYSE: GPRK): Positioned for a Latin American Oil Boom

• 🇵🇱 PZU (WSE: PZU / FRA: 7PZ / FRA: 7PZ0): Poland and the CEE's Largest Financial Conglomerate

• 🇵🇱 Pekao (WSE: PEO / FRA: BP1): Poland's Second Largest Bank Positioned for a Polish Growth Slowdown

• 🇵🇱 PKO Bank Polski (WSE: PKO / FRA: P9O): Poland's Largest Bank That Also Owns a Bank in Ukraine

• 🇿🇦 Investec Group (LON: INVP / JSE: INL / INP): Robust Results While Growing It's UK Wealth Business

• 🇲🇾 Public Bank (KLSE: PBBANK / OTCMKTS: PBLOF): Consistently Strong Financial Performance & Prudent Management

• 🇲🇽 Quálitas Controladora (BMV: Q): A Potential NAFTA and Mexico Nearshoring Play

• 🇸🇬 United Overseas Bank (SGX: U11 / FRA: UOB / UOB0 / OTCMKTS: UOVEY / UOVEF): Betting on ASEAN Growth With 2M New Citibank Clients

• 🇸🇬 DBS Group (SGX: D05 / FRA: DEVL / DEV / OTCMKTS: DBSDY / DBSDF): Record Earnings But Profit Margins From Higher Rates Have Peaked

• 🌍 Americana Restaurants International PLC (TADAWUL: 6015): Expansion Plans Include 250-300 New Restaurants a Year

• 🇸🇬 OCBC Bank (SGX: O39 / FRA: OCBA / OCBB / OTCMKTS: OVCHY): Record Profits as Money Flows to Singapore

• 🌍 Airtel Africa (LON: AAF / FRA: 9AA / OTCMKTS: AAFRF): A Telco Who's Performance Rides on Oil Prices

• 🇮🇳 Narayana Hrudayalaya (NSE: NH / BOM: 539551): Has Profitably Mastered the Affordable Health Care Business Model

• 🇨🇴 Tecnoglass (NYSE: TGLS): An Architectural Glass Stock With an Unbreakable Recent Performance

• 🇨🇳 China Overseas Land & Investment (HKG: 0688 / OTCMKTS: CAOVF): A Value Stock Building Momentum?

• 🇿🇦 Redefine Properties Ltd (JSE: RDF / BLN: R7H1): Load Shedding Hits Earnings-Dividends But There is Growth in Poland

• 🇨🇳 ZJLD Group (HKG: 6979): IPO of the First Baijiu Maker to List Outside of China Flops

• 🇨🇳 Kweichow Moutai (SHA: 600519): China's Communist Spirit and Most Valuable Company

• 🇵🇱 PKN Orlen (WSE: PKN / FRA: PKY1): Russian Oil Sanctions Bite But Looks to Expand in Germany Plus Pays Record Dividends

• 🇿🇦 Famous Brands (JSE: FBR): Africa's Leading Vertically Integrated Restaurant Operator With Rising Earnings

• 🇿🇦 Pick 'n Pay (JSE: PIK / FRA: PIK): Value Stock Characteristics as South Africa Continues to Deteriorate

• 🇨🇳 Shanghai Putailai New Energy Tech (SHA: 603659): Financing Europe’s Biggest Anode Plant in Sweden for EV Batteries

• 🇨🇳 Shanghai Milkground Food Tech (SHA: 600882): A Cheese Darkhorse Hit by Peak Cheese Lollipop as Chinese Consumers Tighten Belts

• 🇨🇳 GF Securities (HKG: 1776 / SHE: 000776 / FRA: 9GF): A Value Stock After Recent Scandals & Crackdowns?

• 🇲🇴 Galaxy Entertainment (HKG: 0027 / OTCMKTS: GXYEF): Macau's Best Casino Stock Positioned for Growth

• 🇨🇱 Banco Santander-Chile (NYSE: BSAC): Not Another SVB or First Republic Bank

• 🇭🇰 TOP Financial Group (NASDAQ: TOP): Hong Kong's Latest Crazy Meme Stock

• 🇲🇽 Betterware de Mexico (NASDAQ: BWMX): Mexico's Direct Selling Powerhouse With Big Expansion Plans

• 🇲🇾 Hibiscus Petroleum (KLSE: HIBISCS): Profitably Enhancing Production from Mature Assets

• 🇨🇳 Noah Holdings (NYSE: NOAH): A Chinese Wealth Management Firm Facing a "Crisis of Confidence" in the Sector

• 🇨🇳 Gotion High-tech Co (SHE: 002074 / FRA: 24U0): The EV Battery Maker Causing a Stir in Michigan

• 🌍 Anadolu Efes (IST: AEFES / FRA: EF41 / OTCMKTS: AEBZY): Bridging the East-West Divide With Beer & Soft Drinks

• 🇨🇳 NetDragon Websoft (HKG: 0777 / FRA: 3ND): First Stock to Try the AI-CEO Gimmick (Ahead of a NYSE Spinoff-Listing)

• 🇮🇳 Persistent Systems (NSE: PERSISTENT / BOM: 533179): One of India's Fastest Growing IT Firms You Probably Have Not Heard Of

• 🇨🇳 MINISO Group Holding (NYSE: MNSO): Asia's Notorious Copycat Retailer

• 🇮🇳 MapMyIndia (NSE: MAPMYINDIA / BOM: 543425): Maps Every Door in India

• 🇨🇳 Bairong Inc (HKG: 6608 / FRA: 6B5): AI/Digital Transformation Services for Chinese Banks

Asia Posts

• 🇲🇾 Remembering the CLOB Stock Trading Fiasco + The Edge Billion Ringgit Club (BRC) 2024 Award Winners

• 🇸🇬 High-Yield Singapore Banks & REITs (Mid-2024)

• 🇮🇳 Quick Service Restaurant (QSR) Stocks in India (May 2024)

• 🇹🇼 Taiwan ETF Holdings (Early 2024)

• 🇨🇳 Can Temu Take on Amazon.com & the Rest of the World?

• 🇹🇼 Taiwan Stopover + Non-Tech Taiwan Stock Updates

• 🇯🇵 Japan Trip Report (Plus Japanese Stocks)

• 🇯🇵 Japanese Stocks You Might Encounter on a Trip to Japan

• 🇯🇵 Recent Japan Investing Research

• 🇸🇬 Singapore Stocks: The Edge Billion Dollar Club 2023 Award Winners

• 🇨🇳 China's Problems That Few People Talk About (And Investor Implications)

• 🌏 EV Battery Maker Market Share Chart & Stock List (China, Japan & South Korea Stocks)

• 🇨🇳 Top 10 Chinese Automakers By Electric Vehicle Sales Stock List & Graphic

Africa Posts

• 🇿🇦 South African Dividend Stock List Infographic

Investing Tips

• 🌐 Emerging Market Country Selection in a Multipolar World: Twelve Things to Consider

• 🌐 When Emerging Market Growth Stock Investing Fails: Fundsmith Emerging Equities Trust plc to Liquidate

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Disclaimer. The information and views contained on this website and newsletter is provided for informational purposes only and does not constitute investment advice and/or a recommendation. Your use of any content is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness of the content. Seek a duly licensed professional for any investment advice. I may have positions in the investments covered. This is not a recommendation to buy or sell any investment mentioned.

Frontier & Emerging Market Stock Index was also published on our website under the Newsletter & EMS Analysis categories.

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