Emerging Markets and Value

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emergingvalue.substack.com

List of all analysis

sorted by geography

Olivier Marz
Apr 3
2
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List of all 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 long term holding

Indofoods - Consumer goods in EMs at <10 PE

Latin America

Coca Cola Femsa - Undervalued

Embotelladora Andina - Undervalued Inflation hedge.

Japan

Japan Lifeline - Medical devices

Tech value quick world tour 2# Japan

France

Bastide Le Confort Medical - Compounder

Poulaillon - French Bakery small cap very cheap

Poland

Tech value quick world tour 1# Poland

Ambra - Hidden Champion in Wine and Drinks

Why I sold shares of Bollore Sa

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

Africa

Tech value quick world tour 3# Africa

MTN Group : Attractive despite political risks

USA

PayPal is not (really) a payments company

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