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:

• Asia

  • SE Asia (2)

    • 🇰🇭 Cambodia (3)

    • 🇮🇩 Indonesia (43)

    • 🇲🇾 Malaysia (70)

    • 🇲🇲 Myanmar (1)

    • 🇵🇭 Philippines (24)

    • 🇸🇬 Singapore (137)

    • 🇹🇭 Thailand (36)

    • 🇻🇳 Vietnam (53)

• Oceania

  • 🇦🇺 Australia (12)

  • 🇳🇿 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 (🗃️ denotes an archived piece) from funds etc covering the stock or our posts (denoted by ✅).

* Substack search leaves much to be desired. Inputting common terms or names (e.g. Holdings, etc.) will lead to a broad range of irrelevant results. Inputting a stock ticker (e.g. those that are numbers, etc) without the exchange abbreviation can come up with better Substack search results.

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.

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Asia

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SE Asia

Tags: Southeast Asia

• List of Asian stock exchanges - Southeast Asia (🇼)

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• Pangolin Asia Fund

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1. 🌏 COSCO Shipping International (Singapore) Co Ltd (SGX: F83) - Integrated logistics services (dry bulk shipping, ship repair, marine engineering & property management) in South & SE Asia. 🇼

2. 🌏 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. 🇼 🏷️

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🇰🇭 Cambodia

• Cambodia Securities Exchange (CSX)

• Cambodia Securities Exchange (CSX) (🇼)

• List of companies of Cambodia (🇼)

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1. 🇰🇭🏛️ Phnom Penh Autonomous Port (CSX: PPAP) - State-owned river quay in Cambodia. International & the largest freshwater autonomous port in Cambodia. 🏷️

2. 🇰🇭 Sihanoukville Autonomous Port (CSX: PAS) - Main deep sea port of Cambodia. 🇼 🏷️

3. 🇰🇭 🇭🇰 NagaCorp (HKG: 3918 / FRA: N9J / OTCMKTS: NGCRF) - Monopoly on running casinos in a 200km radius of Phnom Penh until 2045. Hong Kong oweners/based. 🇼

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🇮🇩 Indonesia

Tags: Indonesia & Indonesia Stocks

• Indonesia Stock Exchange (IDX)

• Indonesia Stock Exchange (IDX) (🇼)

• List of companies of Indonesia (🇼)

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1. 🇮🇩 AKR Corporindo Tbk PT (IDX: AKRA / OTCMKTS: PKCPY) - Petrochemical distributor + controls Java Integrated Industrial and Port Estate (JIIPE). 🇼

2. 🇮🇩 Bank Jago Tbk PT (IDX: ARTO / OTCMKTS: BJAGF) - Tech-based bank focused digital financial solutions. 🇼 🏷️

3. 🇮🇩 Champ Resto Tbk PT (IDX: ENAK) - Seven self-established fast-casual dining type of brands that offer multicultural cuisines complementing each other. 🏷️

   1. ✅ Champ Resto (IDX: ENAK): Indonesia's Restaurant National Champion? (June 2023)

4. 🇮🇩 Ciputra Development Tbk PT (IDX: CTRA / FRA: PUWA) - Diversified property dev't (residential, apartments, offices, shopping centers, hotels, hospitals, golf courses, etc.). 🇼

5. 🇮🇩 Cisarua Mountain Dairy (Cimory) Tbk PT (IDX: CMRY) - Protein based FMCG & hospitality.

6. 🇮🇩 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. 🏷️

7. 🇮🇩 Aspirasi Hidup Indonesia Tbk PT (IDX: ACES / FRA: 4AH1 / OTCMKTS: ACEHF) - Formerly Ace Hardware Indonesia. Leading retail company for home improvement & lifestyle products. 🏷️

8. 🇮🇩 Avia Avian Tbk PT (IDX: AVIA / FRA: P2C) - Manufactures & distributes paints and building materials. 2 segments: Architectural Solutions & Trading Goods. 🏷️

9. 🇮🇩 Bank Central Asia (BCA) Tbk PT (IDX: BBCA / FRA: BZG2 / OTCMKTS: PBCRF) - Largest private bank in Indonesia. Founded by Salim Group & sold to another conglomerate group Djarum. 🇼 🏷️

10. 🌏🏛️ Bank Mandiri Tbk PT (IDX: BMRI / FRA: PQ9 / OTCMKTS: PPERF) - Wholesale & Retail segments. 🇼

11. 🌐🏛️ Bank Negara Indonesia (IDX: BBNI / FRA: BKE1 / OTCMKTS: PBNNF / PTBRY) - Originally established as Indonesia’s central Bank. 🇼 🏷️

12. 🇮🇩🏛️ Bank Rakyat Indonesia Tbk PT (IDX: BBRI / FRA: BYRA / OTCMKTS: BKRKF / BKRKY) - One of the largest state-owned banks in Indonesia. 🇼 🏷️

13. 🇮🇩 BFI Finance Indonesia Tbk PT (IDX: BFIN / OTCMKTS: PBIIF) - First JSE listed multifinance company. Est. as PT Manufacturers Hanover Leasing Indonesia. 🏷️

14. 🌏 Bukit Asam Tbk PT (IDX: PTBA / FRA: TBA / OTCMKTS: PBATF) - Coal mining + other activities. 🏷️

15. 🇮🇩 🇸🇬 Bumitama Agri Ltd (SGX: P8Z) - Fresh Fruit Bunches (FFB) growers & producers of Crude Palm Oil (CPO) & Palm Kernel (PK) in Indonesia. Subs. Bumitama Gunajaya Agro. 🇼 🏷️

16. 🌏 Geo Energy Resources (SGX: RE4 / FRA: 7GE / OTCMKTS: GRYRF) - Mining, production & trading of coal. Indonesia based. 🏷️

17. 🇮🇩 GoTo Gojek Tokopedia Tbk PT (IDX: GOTO / FRA: CK8 / OTCMKTS: GTOFF) - Ride-hailing app giant Gojek and e-commerce firm Tokopedia. 🇼 🏷️

18. 🇮🇩 Gudang Garam Tbk PT (IDX: GGRM / FRA: GGG / OTCMKTS: GDNGY / GGNPF) - Indonesia's 2nd-largest tobacco manufacturer. Known for its kretek (clove cigarette) products. 🇼

19. 🇮🇩 Hexindo Adiperkasa Tbk PT (IDX: HEXA / FRA: HX1A / OTCMKTS: PTHXF) - Sole distributor of Hitachi heavy equipment & component brand in Indonesia.

20. 🇮🇩 Indofood CBP Sukses Makmur Tbk PT (IDX: INDF / FRA: 48I) - Total Food Solutions company with operations in all stages of food manufacturing. 🇼 🏷️