Japan, Korea & Taiwan Stock Index
Japan, Korea & Taiwan 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 Japan, Korea and Taiwan stocks covered and tagged under our EM Stock Pick Tear Sheets (36 Japanese, 156 Korean and 129 Taiwanese stocks as of July 2024) 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 preferred stocks or preference shares for Korean stocks readily available on the Internet. There are apparently over 100 Korean preferred stocks available to investorsโฆ).
๐๐ etc. This is fairly subjective as many Korean and Taiwanese 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 July 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
๐ฏ๐ต Japan
Tags: Japan & Japan Stocks
Japan Trip Report (Plus Japanese Stocks)
Some travel market observations, Japan Railway Pass price increases, Japanese convenience stores + department stores, not many PRC tourists, Japan travel tips + souvenir / gift ideas, etc.
Recent Japan Investing Research
Some recent research pieces and resources for anyone thinking of investing in Japan or Japanese stocks.
Japanese Stocks You Might Encounter on a Trip to Japan
Japanese stocks: 1) Alcohol, Beverage & Food Stocks; 2) Airline & Airport Stocks; 3) Hotel & Tourism Stocks; 4) Japanese Railway Stocks; 5) Restaurant Stocks; and 6) Retail Stocks.
๐ Aeon Co Ltd (TYO: 8267 / FRA: JUS1 / OTCMKTS: AONNF) - Diversified retail holding company. Aeon hypermarkets; Aeon Mall + Aeon Town shopping malls; Daiei, MaxValu, Maruetsu & My Basket supermarkets; Ministop convenience store; Welcia drugstore; & Aeon Cinema movie theaters. /t/aeon-co-ltd
๐ ANA Holdings (TYO: 9202 / FRA: ANCA / LON: 0Q09 / OTCMKTS: ALNPY / ALNPF) - Over 70 companies, most notably All Nippon Airways + low cost subsidiaries such as Peach Aviation, catering & ground operations companies. /t/ana-holdings
๐ APR Co Ltd (KRX: 278470) - Global beauty tech D2C company. Offers medical cosmetics & diet products; operates instant photo booths + caps, sweat shirts & track tops through its online store. /t/apr-co-ltd
๐ Asahi Group Holdings (TYO: 2502 / FRA: ABW / OTCMKTS: ASBRF) - Diverse collection of brands centered on beer, alcohol and non-alcohol beverages, and food. /t/asahi-group-holdings
๐ฏ๐ต Central Japan Railway Company (TYO: 9022 / FRA: JAP / JAP0 / OTCMKTS: CJPRY / CJPRF) - Main railway company operating in the Chลซbu region of central Japan. Tokaido Shinkansen linking Japan's principal metropolitan areas of Tokyo, Nagoya, & Osaka + network of 12 conventional lines centered on the Nagoya & Shizuoka areas. /t/central-japan-railway-company
๐ฏ๐ต Coca-Cola Bottlers Japan Holdings (TYO: 2579 / FRA: CCW / OTCMKTS: CCOJY) - Supplies approximately 90% of the Coca-Cola system's products in Japan. One of the largest Coca-Cola bottlers in Asia. /t/coca-cola-bottlers-japan
๐ฏ๐ต East Japan Railway (TYO: 9020 / FRA: EJR / EJR0 / OTCMKTS: EJPRY / EJPRF) or JR East - Largest of the seven Japan Railways Group companies. Greater Tokyo Area, Tลhoku region, etc. /t/east-japan-railway
๐ Fast Retailing Co Ltd (TYO: 9983 / FRA: FR70 / FR7 / OTCMKTS: FRCOY / FRCOF) - Global developer of fashion brands. UNIQLO, GU & Theory. /t/fast-retailing
๐ Itochu Corporation (TYO: 8001 / FRA: IOC / OTCMKTS: ITOCF) - 90 bases in 61 countries. Leading sogo shosha. Domestic trading, import/export & overseas trading (textile, machinery, metals, minerals, energy, chemicals, food, general products, realty, IT & finance). /t/itochu-corporation
๐ Japan Airlines (TYO: 9201 / FRA: JAL / OTCMKTS: JPNRF) - Flag carrier of Japan. 4 domains (full service carrier(FSC), low cost carrier(LCC), cargo and mail, & mileage, lifestyle & infrastructure). /t/japan-airlines
๐ฏ๐ต Japan Airport Terminal (TYO: 9706 / FRA: 0JA / OTCMKTS: JAIRF) - Tokyo International Airport at Haneda. /t/japan-airport-terminal
๐ฏ๐ต Japan Exchange Group Inc (TYO: 8697 / FRA: OSK / OTCMKTS: OSCUF) - Merged Tokyo Stock Exchange Group & Osaka Securities Exchange + Tokyo Commodity Exchange. /t/japan-exchange-group
๐ฏ๐ต Japan Post Bank (TYO: 7182 / 6178 / FRA: 5JP / 5JP0 / OTCMKTS: JPPHY) - Provides postal, banking & insurance services in Japan. /t/japan-post-bank
๐ฏ๐ต Hankyu Hanshin Holdings (TYO: 9042 / FRA: HKY / OTCMKTS: HYUHF) - 6 core segments: Urban Transportation, Real Estate, Entertainment, Information & Communication Technology, Travel & International Transportation. 5 core companies: Hankyu Corporation, Hanshin Electric Railway, Hankyu Hanshin Properties, Hankyu Travel International & Hankyu Hanshin Express. /t/hankyu-hanshin-holdings
๐ฏ๐ต Keisei Electric Railway Company (TYO: 9009 / FRA: KEI / OTCMKTS: KELRF) - 64 companies. Tokyo, Chiba Prefecture & Ibaraki Prefecture. Public transportation + comprehensive lifestyle services. /t/keisei-electric-railway-company
๐ Kintetsu Group Holdings Co Ltd (TYO: 9041 / FRA: KKI / OTCMKTS: KINUF) - Kintetsu Railway, Kintetsu World Express, Kintetsu Department Store & 141 corporations. Tourism, real estate & shipping companies. Rail car-building operation (trains for Japan, USA, Egypt & Hong Kong). /t/kintetsu-group-holdings
๐ Kirin Holdings Co Ltd (TYO: 2503 / FRA: KIR / OTCMKTS: KNBWY / KNBWF) - Japanese beer & beverage holding company known for brands such as Kirin Beer, Kirin Lemon, Mets, & Gogo no Kลcha. /t/kirin-holdings
๐๐บ๐ธ Lawson Inc (TYO: 2651 / FRA: LAW / OTCMKTS: LWSOF) - Convenience store franchise chain in Japan. Group companies (entertainment, media, etc.). /t/lawson-inc
๐ MatsukiyoCocokara & Co (TYO: 3088 / OTCMKTS: MSMKF) - Operates & manages a chain of drug stores & health insurance prescription pharmacies in Japan. Franchises its stores. /t/matsukiyococokara-and-co
๐ฏ๐ต McDonald's Holdings Company Japan (TYO: 2702 / FRA: MJ8 / OTCMKTS: MDNDF) - Franchise-owned & operated restaurants & those under direct management. /t/mcdonalds-holdings-company-japan