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, 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)
๐ฎ๐ฉ Indonesia (26)
๐ฒ๐พ Malaysia (60)
๐ต๐ญ Philippines (16)
๐ธ๐ฌ Singapore (100)
๐น๐ญ Thailand (22)
๐ป๐ณ Vietnam (37)
Note: The links above to the relevant post sections below will only work for paid subscribers.
And for individual stocks:
๐๐ etc. This is fairly subjective as, for example, many stocks are part of global supply chains rather than domestic companies.
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).
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 ๐ผ) and a Substack stock tag link (denoted by ๐ท๏ธ) linked to any post under EM Stock Pick Tear Sheets.
Titles linked to any good or in-depth research (๐๏ธ denotes an archived piece) from funds etc covering the stock or our posts (denoted by โ ).
* 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 easierโฆ). It does not constitute investment advice and/or a recommendationโฆ
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
๐ 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. ๐ผ ๐ท๏ธ
๐ฐ๐ญ Cambodia
๐ฐ๐ญ๐๏ธ Phnom Penh Autonomous Port (CSX: PPAP) - State-owned river quay in Cambodia. International & the largest freshwater autonomous port in Cambodia. ๐ท๏ธ
๐ฐ๐ญ Sihanoukville Autonomous Port (CSX: PAS) - Main deep sea port of Cambodia. ๐ผ ๐ท๏ธ
๐ฐ๐ญ ๐ญ๐ฐ NagaCorp (HKG: 3918 / FRA: N9J / OTCMKTS: NGCRF) - Monopoly on running casinos in a 200km radius of Phnom Penh until 2045. Hong Kong oweners/based. ๐ผ
๐ฎ๐ฉ Indonesia
Tags: Indonesia & Indonesia Stocks
๐ฎ๐ฉ AKR Corporindo Tbk PT (IDX: AKRA / OTCMKTS: PKCPY) - Petrochemical distributor. ๐ผ
๐ฎ๐ฉ Champ Resto (IDX: ENAK) - Seven self-established fast-casual dining type of brands that offer multicultural cuisines complementing each other. ๐ท๏ธ
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. ๐ท๏ธ
๐ฎ๐ฉ Aspirasi Hidup Indonesia (IDX: ACES / FRA: 4AH1 / OTCMKTS: ACEHF) - Formerly Ace Hardware Indonesia. Leading retail company for home improvement & lifestyle products. ๐ท๏ธ
๐ฎ๐ฉ Avia Avian (IDX: AVIA / FRA: P2C) - Manufactures & distributes paints and building materials. 2 segments: Architectural Solutions & Trading Goods. ๐ท๏ธ
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. ๐ผ ๐ท๏ธ
๐๐๏ธ Bank Mandiri (IDX: BMRI / FRA: PQ9 / OTCMKTS: PPERF) - Wholesale & Retail segments. ๐ผ
๐ฎ๐ฉ๐๏ธ Bank Rakyat Indonesia (IDX: BBRI / FRA: BYRA / OTCMKTS: BKRKF / BKRKY) - One of the largest state-owned banks in Indonesia. ๐ผ ๐ท๏ธ
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. ๐ผ ๐ท๏ธ
๐ฎ๐ฉ GoTo Gojek Tokopedia (IDX: GOTO / FRA: CK8 / OTCMKTS: GTOFF) - Ride-hailing app giant Gojek and e-commerce firm Tokopedia. ๐ผ
๐ฎ๐ฉ Gudang Garam Tbk PT (IDX: GGRM / FRA: GGG / OTCMKTS: GDNGY / GGNPF) - Indonesia's 2nd-largest tobacco manufacturer. Known for its kretek (clove cigarette) products. ๐ผ
๐ฎ๐ฉ Hexindo Adiperkasa (IDX: HEXA / FRA: HX1A / OTCMKTS: PTHXF) - Sole distributor of Hitachi heavy equipment & component brand in Indonesia.
๐ฎ๐ฉ Indofood CBP Sukses Makmur (IDX: INDF / FRA: 48I) - Total Food Solutions company with operations in all stages of food manufacturing. ๐ผ ๐ท๏ธ
๐ฎ๐ฉ Jasa Marga (Persero) Tbk PT (IDX: JSMR / FRA: 0JM / OTCMKTS: PTJSF) - Develops, constructs, operates, manages, & maintains toll roads + develops & constructs real estate properties. ๐ท๏ธ
๐ฎ๐ฉ Jayamas Medica Industri Tbk PT (IDX: OMED) - Leading medical equipment brand in Indonesia. ๐ท๏ธ
๐ฎ๐ฉ MAP Aktif Adiperkasa (IDX: MAPA) - Sportswear retailer. ๐ผ
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. ๐ผ ๐ท๏ธ
๐ฎ๐ฉ Metrodata Electronics (IDX: MTDL) - Indonesian IT product distribution & solutions.
๐ Mitra Adiperkasa (IDX: MAPI / FRA: QGI / OTCMKTS: PMDKF / PMDKY) - Leading distributor & omni-channel retailer for sports, kids and lifestyle brands. ๐ผ