Emerging Market Skeptic

Emerging Market Skeptic

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Emerging Market Skeptic
Emerging Market Skeptic
Oceania & Southeast Asia Stock Index
EM Stock Pick Tear Sheets

Oceania & Southeast Asia Stock Index

Australia, New Zealand & Southeast Asia stock index. ๐Ÿ›๏ธ State owned ๐Ÿ‘ผ๐Ÿป ESG friendly ๐Ÿ…ฟ๏ธ Preference shares available ๐ŸŒ๐ŸŒ Global/regional operations or part of global/regional supply chains

Nov 04, 2024
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Emerging Market Skeptic
Emerging Market Skeptic
Oceania & Southeast Asia Stock Index
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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 (3)

      • ๐Ÿ‡ฐ๐Ÿ‡ญ Cambodia (3)

      • ๐Ÿ‡ฎ๐Ÿ‡ฉ Indonesia (62)

      • ๐Ÿ‡ฒ๐Ÿ‡พ Malaysia (75)

      • ๐Ÿ‡ฒ๐Ÿ‡ฒ Myanmar (1)

      • ๐Ÿ‡ต๐Ÿ‡ฌ Papua New Guinea (10)

      • ๐Ÿ‡ต๐Ÿ‡ญ Philippines (27)

      • ๐Ÿ‡ธ๐Ÿ‡ฌ Singapore (158)

      • ๐Ÿ‡น๐Ÿ‡ญ Thailand (77)

      • ๐Ÿ‡ป๐Ÿ‡ณ Vietnam (59)

  • Oceania

    • ๐Ÿ‡ฆ๐Ÿ‡บ Australia (13)

    • ๐Ÿ‡ณ๐Ÿ‡ฟ New Zealand (5)

Note: The links above to the relevant post sections below will only work for paid subscribers.

And for individual stocks:

  • ๐ŸŒ๐ŸŒ etc. This is fairly subjective as, for example, many stocks are part of global supply chains rather than domestic companies.

  • ๐Ÿ›๏ธ State owned, controlled, or influenced companies.

  • ๐Ÿ‘ผ๐Ÿป ESG friendly stock e.g. renewable energy. This is fairly subjective.

  • ๐Ÿ…ฟ๏ธ Preference shares available (Note: I donโ€™t see a comprehensive list of preference shares or preferred stocks readily available on the Internetโ€ฆ).

  • 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 ๐Ÿ‡ผ) and a Substack stock tag link (denoted by ๐Ÿท๏ธ) linked to any post under EM Stock Pick Tear Sheets.

  • Titles linked to any good or in-depth research (๐Ÿ—ƒ๏ธ denotes an archived piece) from funds etc covering the stock or our posts (denoted by โœ…).

* 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 easierโ€ฆ). It does not constitute investment advice and/or a recommendationโ€ฆ

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.

Frontier & Emerging Market Stock Index


Asia


SE Asia

Tags: Southeast Asia
  • List of Asian stock exchanges - Southeast Asia (๐Ÿ‡ผ)


  • Pangolin Asia Fund


  1. ๐ŸŒ Astra International (IDX: ASII / FRA: ASJA / OTCMKTS: PTAIF) - Largest independent auto group in SE Asia. ๐Ÿ‡ผ ๐Ÿท๏ธ

  2. ๐ŸŒ COSCO Shipping International (Singapore) Co Ltd (SGX: F83) - Integrated logistics services (dry bulk shipping, ship repair, marine engineering & property management) in South & SE Asia. ๐Ÿ‡ผ

  3. ๐ŸŒ 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. ๐Ÿ‡ผ ๐Ÿท๏ธ


๐Ÿ‡ฐ๐Ÿ‡ญ Cambodia

  • Cambodia Securities Exchange (CSX)

  • Cambodia Securities Exchange (CSX) (๐Ÿ‡ผ)

  • List of companies of Cambodia (๐Ÿ‡ผ)


  1. ๐Ÿ‡ฐ๐Ÿ‡ญ๐Ÿ›๏ธ Phnom Penh Autonomous Port (CSX: PPAP) - State-owned river quay in Cambodia. International & the largest freshwater autonomous port in Cambodia. ๐Ÿท๏ธ

  2. ๐Ÿ‡ฐ๐Ÿ‡ญ Sihanoukville Autonomous Port (CSX: PAS) - Main deep sea port of Cambodia. ๐Ÿ‡ผ ๐Ÿท๏ธ

  3. ๐Ÿ‡ฐ๐Ÿ‡ญ ๐Ÿ‡ญ๐Ÿ‡ฐ NagaCorp (HKG: 3918 / FRA: N9J / OTCMKTS: NGCRF) - Monopoly on running casinos in a 200km radius of Phnom Penh until 2045. Hong Kong oweners/based. ๐Ÿ‡ผ


๐Ÿ‡ฎ๐Ÿ‡ฉ Indonesia

Tags: Indonesia & Indonesia Stocks
  • Indonesia Stock Exchange (IDX)

  • Indonesia Stock Exchange (IDX) (๐Ÿ‡ผ)

  • List of companies of Indonesia (๐Ÿ‡ผ)


  1. ๐Ÿ‡ฎ๐Ÿ‡ฉ Adi Sarana Armada Tbk PT (IDX: ASSA) - Nationwide corporate car rental.

    • ๐ŸŽฅ ASSA with Pon Van Compernolle (No Fluff. Just Ideas. By FatAlpha) 48:49 Minutes (April 2025)

  2. ๐Ÿ‡ฎ๐Ÿ‡ฉ AKR Corporindo Tbk PT (IDX: AKRA / OTCMKTS: PKCPY) - Petrochemical distributor + controls Java Integrated Industrial and Port Estate (JIIPE). ๐Ÿ‡ผ ๐Ÿท๏ธ

  3. ๐Ÿ‡ฎ๐Ÿ‡ฉ Alamtri Resources Indonesia Tbk PT (IDX: ADRO / FRA: A64) - Coal mining. ๐Ÿ‡ผ ๐Ÿท๏ธ

  4. ๐Ÿ‡ฎ๐Ÿ‡ฉ Aneka Tambang Tbk PT (IDX: ANTM / ASX: ATM / FRA: AKTA) - Vertically integrated, export-oriented, diversified mining & metals company (nickel ore, ferronickel, gold, silver, bauxite & coal). ๐Ÿ‡ผ ๐Ÿท๏ธ

  5. ๐Ÿ‡ฎ๐Ÿ‡ฉ Aspirasi Hidup Indonesia Tbk PT (IDX: ACES / FRA: 4AH1 / OTCMKTS: ACEHF) - Formerly Ace Hardware Indonesia. Leading retail company for home improvement & lifestyle products. ๐Ÿท๏ธ

  6. ๐Ÿ‡ฎ๐Ÿ‡ฉ Astra Agro Lestari Tbk PT (IDX: AALI / FRA: ASX / OTCMKTS: PTABF / AAGRY) - Palm oil + tea & cocoa plantations. ๐Ÿ‡ผ ๐Ÿท๏ธ

  7. ๐Ÿ‡ฎ๐Ÿ‡ฉ Avia Avian Tbk PT (IDX: AVIA / FRA: P2C) - Manufactures & distributes paints and building materials. 2 segments: Architectural Solutions & Trading Goods. ๐Ÿท๏ธ

  8. ๐Ÿ‡ฎ๐Ÿ‡ฉ 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. ๐Ÿ‡ผ ๐Ÿท๏ธ

  9. ๐Ÿ‡ฎ๐Ÿ‡ฉ Bank Jago Tbk PT (IDX: ARTO / OTCMKTS: BJAGF) - Tech-based bank focused digital financial solutions. ๐Ÿ‡ผ ๐Ÿท๏ธ

  10. ๐ŸŒ๐Ÿ›๏ธ Bank Mandiri Tbk PT (IDX: BMRI / FRA: PQ9 / OTCMKTS: PPERF) - Wholesale & Retail segments. ๐Ÿ‡ผ ๐Ÿท๏ธ

  11. ๐ŸŒ๐Ÿ›๏ธ Bank Negara Indonesia (IDX: BBNI / FRA: BKE1 / OTCMKTS: PBNNF / PTBRY) - Originally established as Indonesiaโ€™s central Bank. ๐Ÿ‡ผ ๐Ÿท๏ธ

  12. ๐Ÿ‡ฎ๐Ÿ‡ฉ๐Ÿ›๏ธ Bank Rakyat Indonesia Tbk PT (IDX: BBRI / FRA: BYRA / OTCMKTS: BKRKF / BKRKY) - One of the largest state-owned banks in Indonesia. ๐Ÿ‡ผ ๐Ÿท๏ธ

  13. ๐Ÿ‡ฎ๐Ÿ‡ฉ Bank Tabungan Negara (Persero) Tbk PT (IDX: BBTN / FRA: TA2) - Personal, business & sharia banking. ๐Ÿ‡ผ ๐Ÿท๏ธ

  14. ๐Ÿ‡ฎ๐Ÿ‡ฉ BFI Finance Indonesia Tbk PT (IDX: BFIN / OTCMKTS: PBIIF) - First JSE listed multifinance company. Est. as PT Manufacturers Hanover Leasing Indonesia. ๐Ÿท๏ธ

  15. ๐Ÿ‡ฎ๐Ÿ‡ฉ Bukalapak.com Tbk PT (IDX: BUKA / FRA: 5E9 / OTCMKTS: BKLPF) - eCommerce for SMEs. 3 segments: Marketplace; Online to Offline; & Procurement. ๐Ÿ‡ผ ๐Ÿท๏ธ

  16. ๐ŸŒ Bukit Asam Tbk PT (IDX: PTBA / FRA: TBA / OTCMKTS: PBATF) - Coal mining + other activities. ๐Ÿท๏ธ

  17. ๐Ÿ‡ฎ๐Ÿ‡ฉ ๐Ÿ‡ธ๐Ÿ‡ฌ 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. ๐Ÿ‡ผ ๐Ÿท๏ธ

  18. ๐Ÿ‡ฎ๐Ÿ‡ฉ Champ Resto Tbk PT (IDX: ENAK) - Seven self-established fast-casual dining type of brands that offer multicultural cuisines complementing each other. ๐Ÿท๏ธ

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

  19. ๐Ÿ‡ฎ๐Ÿ‡ฉ Charoen Pokphand Indonesia Tbk PT (IDX: CPIN / FRA: 0CP1 / OTCMKTS: PPOKF) - Poultry feed, broiler, food products & day-old chicks (DOC). Subs. of the Charoen Pokphand Group. ๐Ÿ‡ผ ๐Ÿท๏ธ

  20. ๐Ÿ‡ฎ๐Ÿ‡ฉ Ciputra Development Tbk PT (IDX: CTRA / FRA: PUWA) - Diversified property dev't (residential, apartments, offices, shopping centers, hotels, hospitals, golf courses, etc.). ๐Ÿ‡ผ

  21. ๐Ÿ‡ฎ๐Ÿ‡ฉ Cisarua Mountain Dairy (Cimory) Tbk PT (IDX: CMRY) - Protein based FMCG & hospitality.

  22. ๐Ÿ‡ฎ๐Ÿ‡ฉ 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. ๐Ÿท๏ธ

  23. ๐ŸŒ Geo Energy Resources (SGX: RE4 / FRA: 7GE / OTCMKTS: GRYRF) - Mining, production & trading of coal. Indonesia based. ๐Ÿท๏ธ

  24. ๐Ÿ‡ฎ๐Ÿ‡ฉ Global Digital Niaga TBK PT (IDX: BELI) - eCommerce site Blibli. ๐Ÿ‡ผ ๐Ÿท๏ธ

  25. ๐Ÿ‡ฎ๐Ÿ‡ฉ GoTo Gojek Tokopedia Tbk PT (IDX: GOTO / FRA: CK8 / OTCMKTS: GTOFF) - Ride-hailing app giant Gojek and e-commerce firm Tokopedia. ๐Ÿ‡ผ ๐Ÿท๏ธ

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