Emerging Value

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List of all company analysis

emergingvalue.substack.com

List of all company analysis

sorted by geography

Emerging Value
Apr 3, 2022
9
Share this post

List of all company analysis

emergingvalue.substack.com

This is a directory article. I didn’t email it

Hong Kong

Shanghai Pharma - growing and very cheap

CK Hutchison Holdings - worth over 2 times its price

First Pacific - South East Asia at a double bargain

Lam Soon Hong Kong - cheap consumer goods stock

Tianyun International-it was amazing

South East Asia

Singapore Medical group - Very undervalued high quality business

Jardine Cycle and Carriage - Indonesia and Vietnam compounder

Indofoods - Consumer goods in EMs at <10 PE

Cheap Vietnam Real Estate you can buy ($)

Latin America

FAT Pitch - Colombian Financial Grupo Aval

Coca Cola Femsa - Undervalued

Embotelladora Andina - Undervalued Inflation hedge.

Japan

Japan Lifeline - Medical devices

Tech value quick world tour 2# Japan

Zholdings - A tech Berkshire ($)

France

Bastide Le Confort Medical - Compounder

Poulaillon - French Bakery small cap very cheap

Why I sold shares of Bollore Sa

Made in France bio products profitable startup ($)

Poland

Tech value quick world tour 1# Poland

Ambra - Hidden Champion in Wine and Drinks

TIM SA - Ecommerce leader or construction bet?

Tensquare games - Let's go fishing

Europe

AB inbev - I don't know about next quarter but I feel good about the next decade

Newlat foods. Another quality stock at a cheap valuation

Bank of Ireland - Deep local moat ($)

One of the world's best recession proof retailers ($)

Papoutsanis - Cool name

Arcelor Mittal Cyclical Empire ($)

Fat Pitch - Unknown serial acquirer, P/E 7($)

Africa

Tech value quick world tour 3# Africa

MTN Group : Attractive despite political risks

USA

PayPal is not (really) a payments company

Rest of Asia

KT Corp - Korean Conglomerate going into tech ($)

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