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.
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 or other sites.
The stock tag (denoted by ๐ท๏ธ) 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 โ ).
And as always, this post is provided for informational purposes only (and to make your life easierโฆ). It does not constitute investment advice and/or a recommendationโฆ
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
๐ Developed & Emerging Market Toll Road Stocks (Mid-2024)
๐ Publicly Listed Airport Stocks + Ground Support Equipment Stocks (Mid-2024)
๐ Making Sense of Delivery Platform Stock Metrics and Financials
Fund Holding Posts
๐ Rondure New World + Overseas Fund EM Stock Holdings (Mid-2024)
๐จ๐ด Global X MSCI Colombia ETF Holdings (September 2023)
๐ต๐ฑ iShares MSCI Poland ETF Holdings Ahead of Polish Elections (October 2023)
๐ฆ๐ท The Flawed Global X MSCI Argentina ETF's Holdings (September 2023)
๐ 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 listedโฆ
2024
๐ง๐ท Raia Drogasil (BVMF: RADL3 / OTCMKTS: RADLY): Room to Grow in a Fragmented Industry
๐ง๐ท Vivara Participacoes Sa (BVMF: VIVA3): Vertical Integration as a Moat
๐ธ๐ฎ Nova Ljubljanska Banka (LON: 55VX / FRA: N1V2): Slovenia's & SE Europe's Leading Bank
๐น๐ผ Yageo Corp (TPE: 2327 / OTCMKTS: YAGOY): Powering AI with Passive Components
2023
๐ง๐ท Vasta Platform Limited (NASDAQ: VSTA): A Brazilian Subscription Based High Growth Education Company
๐ง๐ท Arco Platform Limited (NASDAQ: ARCE): Minority Shareholder Are Wary of this Brazil Education Stock
๐ง๐ท Afya (NASDAQ: AFYA): Shares of Brazil's Leading Medical Education Group Struggle to Breakout
๐ฟ๐ฆ Stadio Holdings (JSE: SDO): An Asset Light Distance Learning Model Pays Off
๐ฟ๐ฆ Curro Holdings (JSE: COH / FRA: 24P): Performing Significantly Better After Expanding Too Quickly
๐ฟ๐ฆ ADvTECH (JSE: ADH): Becoming a Pan-African Education Business
๐ง๐ท YDUQS Participaรงรตes (BVMF: YDUQ3): Digital Learning Investments Pay Off as Growth Continues
๐ช๐ฌ CIRA Education (EGX: CIRA): Record Revenues and Minimal Margin Contraction Amid High Inflation
๐จ๐ณ Haidilao (HKG: 6862 / FRA: 8HI / OTCMKTS: HDALF): Cooking Up a Turnaround?
๐ฒ๐ฝ Alsea (BMV: ALSEA / FRA: 4FU / OTCMKTS: ALSSF): Seeing Robust Starbucks and QSR Growth
๐น๐ผ Gourmet Master (TPE: 2723): Taiwan's Rapidly Expanding Version of Starbucks
๐น๐ผ Bafang Yunji International (TPE: 2753): Turning Things Around and Expanding in HK Plus the USA
๐ฎ๐ฉ Champ Resto (IDX: ENAK): Indonesia's Restaurant National Champion?
๐ฐ๐ท Kangwon Land (KRX: 035250): Shares Are Still Down Despite a Mass Gaming Revenue Recovery
๐ฟ๐ฆ Tsogo Sun Ltd (JSE: TSG / FRA: G5E): Africa's Biggest Casino Operator is Getting Bigger
๐ฟ๐ฆ Southern Sun (JSE: SSU): Almost Normalcy for Southern Africa's Leading Hospitality Stock
๐ฐ๐ท LG Chem (KRX: 051910): Owns Battery Stock LG Energy Solution (And Might Be the Better Stock to Own)
๐ฐ๐ท LG Energy Solution (KRX: 373220): World's Biggest Non-Chinese EV Battery Stock
๐จ๐ณ CATL (SHE: 300750): World's Largest EV Battery Maker Who Elon Musk Recently Met With
๐จ๐ณ NAURA Technology Group (SHE: 002371): A Potential US-China Chip Conflict Beneficiary
๐จ๐ณ Advanced Micro-Fabrication Equipment (SHA: 688012): China's #2 Chip Tool Maker
๐จ๐ณ ACM Research (NASDAQ: ACMR): Successfully Straddling the US-China Chip Conflict (So Far...)
๐จ๐ณ Mercurity Fintech Holdings (NASDAQ: MFH): Speculative Chinese Fintech, Blockchain and Bitcoin Stock
๐จ๐ณ Fangdd Network (NASDAQ: DUO): Can the Online Marketplace Ride Out the Chinese Property Downturn?
๐ฌ๐พ CGX Energy (CVE: OYL / FRA: GXCN / OTCMKTS: CGXEF): A Speculative Guyana Oil Small Cap Stock
๐ GeoPark Ltd (NYSE: GPRK): Positioned for a Latin American Oil Boom
๐ต๐ฑ PZU (WSE: PZU / FRA: 7PZ / FRA: 7PZ0): Poland and the CEE's Largest Financial Conglomerate
๐ต๐ฑ Pekao (WSE: PEO / FRA: BP1): Poland's Second Largest Bank Positioned for a Polish Growth Slowdown
๐ต๐ฑ PKO Bank Polski (WSE: PKO / FRA: P9O): Poland's Largest Bank That Also Owns a Bank in Ukraine
๐ฟ๐ฆ Investec Group (LON: INVP / JSE: INL / INP): Robust Results While Growing It's UK Wealth Business
๐ฒ๐ฝ Quรกlitas Controladora (BMV: Q): A Potential NAFTA and Mexico Nearshoring Play
๐ธ๐ฌ OCBC Bank (SGX: O39 / FRA: OCBA / OCBB / OTCMKTS: OVCHY): Record Profits as Money Flows to Singapore
๐ Airtel Africa (LON: AAF / FRA: 9AA / OTCMKTS: AAFRF): A Telco Who's Performance Rides on Oil Prices
๐จ๐ด Tecnoglass (NYSE: TGLS): An Architectural Glass Stock With an Unbreakable Recent Performance
๐จ๐ณ China Overseas Land & Investment (HKG: 0688 / OTCMKTS: CAOVF): A Value Stock Building Momentum?
๐จ๐ณ ZJLD Group (HKG: 6979): IPO of the First Baijiu Maker to List Outside of China Flops
๐จ๐ณ Kweichow Moutai (SHA: 600519): China's Communist Spirit and Most Valuable Company
๐ฒ๐ด Galaxy Entertainment (HKG: 0027 / OTCMKTS: GXYEF): Macau's Best Casino Stock Positioned for Growth
๐จ๐ฑ Banco Santander-Chile (NYSE: BSAC): Not Another SVB or First Republic Bank
๐ญ๐ฐ TOP Financial Group (NASDAQ: TOP): Hong Kong's Latest Crazy Meme Stock
๐ฒ๐ฝ Betterware de Mexico (NASDAQ: BWMX): Mexico's Direct Selling Powerhouse With Big Expansion Plans
๐ฒ๐พ Hibiscus Petroleum (KLSE: HIBISCS): Profitably Enhancing Production from Mature Assets
๐จ๐ณ Gotion High-tech Co (SHE: 002074 / FRA: 24U0): The EV Battery Maker Causing a Stir in Michigan
๐จ๐ณ MINISO Group Holding (NYSE: MNSO): Asia's Notorious Copycat Retailer
๐ฎ๐ณ MapMyIndia (NSE: MAPMYINDIA / BOM: 543425): Maps Every Door in India
๐จ๐ณ Bairong Inc (HKG: 6608 / FRA: 6B5): AI/Digital Transformation Services for Chinese Banks
Asia Posts
๐ฎ๐ณ Quick Service Restaurant (QSR) Stocks in India (May 2024)
๐น๐ผ Taiwan ETF Holdings (Early 2024)
๐จ๐ณ Can Temu Take on Amazon.com & the Rest of the World?
๐ฏ๐ต Japanese Stocks You Might Encounter on a Trip to Japan
๐ฏ๐ต Recent Japan Investing Research
๐ธ๐ฌ Singapore Stocks: The Edge Billion Dollar Club 2023 Award Winners
๐จ๐ณ China's Problems That Few People Talk About (And Investor Implications)
๐ EV Battery Maker Market Share Chart & Stock List (China, Japan & South Korea Stocks)
๐จ๐ณ 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.
