Frontier & Emerging Market Stock Index (Mid-2024)
This post is an index for all stocks covered under our EM Stock Pick Tear Sheets as of July 2024.
Please see the following post which will be continuously updated:
This post is an index (as of mid-2024) 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:
* FYI to any other Substack writers: I found out the hard way that when a post reaches a certain length, 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.
🏛️ 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…).
🌐🌏 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 or other sites.
The stock tag (denoted by 🏷️) 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 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
🌐 Publicly Listed Airport Stocks + Ground Support Equipment Stocks (Mid-2024)
🌐 Making Sense of Delivery Platform Stock Metrics and Financials
Fund Holding Posts
🌐 Rondure New World + Overseas Fund EM Stock Holdings (Mid-2024)
🇵🇱 iShares MSCI Poland ETF Holdings Ahead of Polish Elections (October 2023)
🇦🇷 The Flawed Global X MSCI Argentina ETF's Holdings (September 2023)
🌐 Rondure New World + Overseas Fund EM Stock Holdings (Mid-2023)
Stock Related Posts
Note: Flags etc may not fully reflect the geographic operations of individual stocks OR where they are listed…
2024
🇧🇷 Raia Drogasil (BVMF: RADL3 / OTCMKTS: RADLY): Room to Grow in a Fragmented Industry
🇧🇷 Vivara Participacoes Sa (BVMF: VIVA3): Vertical Integration as a Moat
🇸🇮 Nova Ljubljanska Banka (LON: 55VX / FRA: N1V2): Slovenia's & SE Europe's Leading Bank
🇹🇼 Yageo Corp (TPE: 2327 / OTCMKTS: YAGOY): Powering AI with Passive Components
2023
🇧🇷 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
🇧🇷 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
🇨🇳 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
🇹🇼 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
🇮🇩 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
🇰🇷 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
🇨🇳 CATL (SHE: 300750): World's Largest EV Battery Maker Who Elon Musk Recently Met With
🇨🇳 NAURA Technology Group (SHE: 002371): A Potential US-China Chip Conflict Beneficiary
🇨🇳 Advanced Micro-Fabrication Equipment (SHA: 688012): China's #2 Chip Tool Maker
🇨🇳 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
🌎 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
🇲🇽 Quálitas Controladora (BMV: Q): A Potential NAFTA and Mexico Nearshoring Play
🇸🇬 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
🇨🇴 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?
🇨🇳 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
🇲🇴 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
🇨🇳 Gotion High-tech Co (SHE: 002074 / FRA: 24U0): The EV Battery Maker Causing a Stir in Michigan
🇨🇳 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
🇮🇳 Quick Service Restaurant (QSR) Stocks in India (May 2024)
🇸🇬 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
Investing Tips
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 (Mid-2024) was also published on our website under the Newsletter & EMS Analysis categories.