Oceania & Southeast Asia Stock Index
Australia, New Zealand & Southeast Asia 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 Australia (6), New Zealand (2) and Southeast Asia stocks (1 SE Asia, 13 Indonesia, 12 Malaysia, 4 Philippines, 81 Singapore, 11 Thailand and 3 Vietnam as of July 2024) covered and tagged under our EM Stock Pick Tear Sheets 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 preference shares or preferred stocks readily available on the Internetโฆ).
๐๐ etc. This is fairly subjective as some 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
SE Asia
Tags: Southeast Asia
๐Jardine 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 Vinamilk. Thailand: 25.5% of Siam City Cement (SCCC). Cycle & Carriage + 49.9%-owned Tunas Ridean in Indonesia. /t/jardine-cycle-and-carriage
๐ฐ๐ญ Cambodia
๐ฎ๐ฉ Indonesia
Tags: Indonesia & Indonesia Stocks
๐ฎ๐ฉ Champ Resto (IDX: ENAK) - Seven self-established fast-casual dining type of brands that offer multicultural cuisines complementing each other. /t/champ-resto
๐ฎ๐ฉ 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. /t/citra-marga-nusaphala-persada-tbk
๐ฎ๐ฉ Aspirasi Hidup Indonesia (IDX: ACES / FRA: 4AH1 / OTCMKTS: ACEHF) - Formerly Ace Hardware Indonesia. Leading retail company for home improvement & lifestyle products. /t/ace-hardware-indonesia
๐ฎ๐ฉ Avia Avian (IDX: AVIA / FRA: P2C) - Manufactures & distributes paints and building materials. 2 segments: Architectural Solutions & Trading Goods. /t/avia-avian
๐ฎ๐ฉ 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. /t/bank-central-asia
๐ฎ๐ฉ๐๏ธBank Rakyat Indonesia (IDX: BBRI / FRA: BYRA / OTCMKTS: BKRKF / BKRKY) - One of the largest state-owned banks in Indonesia. /t/bank-rakyat-indonesia
๐ฎ๐ฉ ๐ธ๐ฌ 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. /t/bumitama-agri-ltd
๐ฎ๐ฉ Indofood CBP Sukses Makmur (IDX: INDF) - Total Food Solutions company with operations in all stages of food manufacturing. /t/indofood-cbp-sukses-makmur
๐ฎ๐ฉ Jasa Marga (Persero) Tbk PT (IDX: JSMR / FRA: 0JM / OTCMKTS: PTJSF) - Develops, constructs, operates, manages, & maintains toll roads + develops & constructs real estate properties. /t/jasa-marga-persero-tbk-pt
๐ฎ๐ฉ Jayamas Medica Industri Tbk PT (IDX: OMED) - Leading medical equipment brand in Indonesia. /t/jayamas-medica-industri
๐ฎ๐ฉ 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.
๐ฎ๐ฉ Nusantara Infrastructure Tbk PT (IDX: META) - Owns infrastructure concessions (Toll Roads, Renewable Energy, Clean Water, Trading, Advertising & Parking Management) in both western & eastern parts of Indonesia. /t/nusantara-infrastructure-tbk-ptย