Oceania & Southeast Asia Stock Index
Australia, New Zealand & Southeast Asia stock index. 🏛️ State owned 👼🏻 ESG friendly 🅿️ Preference shares available 🌐🌏 Global/regional operations or part of global/regional supply chains
This post is an index for all Australia, New Zealand and Southeast Asia stocks covered and tagged under our EM Stock Pick Tear Sheets (plus additional untagged stocks) organized as follows:
SE Asia (1)
🇰🇭 Cambodia (3)
🇮🇩 Indonesia (22)
🇲🇾 Malaysia (32)
🇵🇭 Philippines (12)
🇸🇬 Singapore (92)
🇹🇭 Thailand (22)
🇻🇳 Vietnam (20)
🇦🇺 Australia (7)
🇳🇿 New Zealand (3)
Note: The links above to the relevant post sections below will only work for paid subscribers.
And for individual stocks:
🌐🌏 etc. This is fairly subjective as, for example, many stocks are part of global supply chains rather than 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.
Asia
SE Asia
Tags: Southeast Asia
🌏 Jardine Cycle & Carriage (SGX: C07 / FRA: CYC) - SE Asia focused investment holding company under Jardine Matheson (SGX: J36 / FRA: H4W / OTCMKTS: JARLF). 50.1% interest in Astra International (IDX: ASII / FRA: ASJA / OTCMKTS: PTAIF) - largest independent auto group in SE Asia. Vietnam: 26.6% in Truong Hai Group Corporation (THACO), 34.8% in Refrigeration Electrical Engineering Corporation (REE) & 10.6% in Vietnam Dairy Products (HOSE: VNM) or Vinamilk. Thailand: 25.5% of Siam City Cement (SCCC) (BKK: SCCC / OTCMKTS: SICUF). Cycle & Carriage + 49.9%-owned Tunas Ridean in Indonesia. 🇼 🏷️
🇰🇭 Cambodia
🇰🇭🏛️ Phnom Penh Autonomous Port (CSX: PPAP) - State-owned river quay in Cambodia. International & the largest freshwater autonomous port in Cambodia. 🏷️
🇰🇭 Sihanoukville Autonomous Port (CSX: PAS) - Main deep sea port of Cambodia. 🇼 🏷️
🇰🇭 🇭🇰 NagaCorp (HKG: 3918 / FRA: N9J / OTCMKTS: NGCRF) - Monopoly on running casinos in a 200km radius of Phnom Penh until 2045. Hong Kong oweners/based. 🇼
🇮🇩 Indonesia
Tags: Indonesia & Indonesia Stocks
🇮🇩 Champ Resto (IDX: ENAK) - Seven self-established fast-casual dining type of brands that offer multicultural cuisines complementing each other. 🏷️
🇮🇩 Citra Marga Nusaphala Persada Tbk PT (IDX: CMNP / FRA: J7K) - Constructs, operates, & maintains toll roads + provides trade, development, procurement, contract, industry, land management, toll road support, & other services. 🏷️
🇮🇩 Aspirasi Hidup Indonesia (IDX: ACES / FRA: 4AH1 / OTCMKTS: ACEHF) - Formerly Ace Hardware Indonesia. Leading retail company for home improvement & lifestyle products. 🏷️
🇮🇩 Avia Avian (IDX: AVIA / FRA: P2C) - Manufactures & distributes paints and building materials. 2 segments: Architectural Solutions & Trading Goods. 🏷️
🇮🇩 Bank Central Asia (BCA) (IDX: BBCA / FRA: BZG2 / OTCMKTS: PBCRF) - Largest private bank in Indonesia. Founded by Salim Group & sold to another conglomerate group Djarum. 🇼 🏷️
🌏🏛️ Bank Mandiri (IDX: BMRI / FRA: PQ9 / OTCMKTS: PPERF) - Wholesale & Retail segments. 🇼
🇮🇩🏛️ Bank Rakyat Indonesia (IDX: BBRI / FRA: BYRA / OTCMKTS: BKRKF / BKRKY) - One of the largest state-owned banks in Indonesia. 🇼 🏷️
🇮🇩 🇸🇬 Bumitama Agri Ltd (SGX: P8Z) - Fresh Fruit Bunches (FFB) growers & producers of Crude Palm Oil (CPO) & Palm Kernel (PK) in Indonesia. Subsidiary Bumitama Gunajaya Agro. 🇼 🏷️
🇮🇩 Hexindo Adiperkasa (IDX: HEXA / FRA: HX1A / OTCMKTS: PTHXF) - Sole distributor of Hitachi heavy equipment & component brand in Indonesia.
🇮🇩 Indofood CBP Sukses Makmur (IDX: INDF / FRA: 48I) - Total Food Solutions company with operations in all stages of food manufacturing. 🇼 🏷️
🇮🇩 Jasa Marga (Persero) Tbk PT (IDX: JSMR / FRA: 0JM / OTCMKTS: PTJSF) - Develops, constructs, operates, manages, & maintains toll roads + develops & constructs real estate properties. 🏷️
🇮🇩 Jayamas Medica Industri Tbk PT (IDX: OMED) - Leading medical equipment brand in Indonesia. 🏷️
🇮🇩 MAP Aktif Adiperkasa (IDX: MAPA) - Sportswear retailer. 🇼
🇮🇩 Mayora Indah Tbk PT (IDX: MYOR / FRA: D7V / OTCMKTS: PTMYF) - Food & beverage company recognized as the world's largest coffee candy manufacturer through the Kopiko brand. 3 segments: Packaged Food Processing, Packaged Beverages Processing, and Financial Services. 🇼 🏷️
🌏 Mitra Adiperkasa (IDX: MAPI / FRA: QGI / OTCMKTS: PMDKF / PMDKY) - Leading distributor & omni-channel retailer for sports, kids and lifestyle brands. 🇼