THE SINGAPOREAN INVESTOR

New to Investing and Looking for Fundamentally Sound Companies to Invest? Here's a Good Place to Start...

ljunyuan
Publish date: Wed, 21 Dec 2022, 03:17 PM
ljunyuan
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My name is Jun Yuan, and I am the owner of The Singaporean Investor. I am a full-time retail investor and trader since April 2017, and in this website, I'd be sharing with you my personal analyses of Singapore-listed companies, along with advices relating to investing, as well as trading. You can find out more about me here, and check out my long-term portfolio here.
New to Investing and Looking for Fundamentally Sound Companies to Invest? Here's a Good Place to Start...

Apart from understanding the nuts and bolts about investing (whether is it learning through books or attending courses), one of the very first things you need to do is to shortlist for companies you could potentially put your hard-earned money in.

When it comes to company selection, some of my criteria include:

  • The company must have business operation that is easily understandable;
  • Stable or growing revenue and net profit over a period of at least 5 years;
  • Little or no debt;
  • Improving dividend payouts over the years, and if possible, one that pays out a dividend once every quarter, if not once every half-a-year.

Company reviews I have posted in The Singaporean Investor over the years fulfils most of the above, and in today’s post, you will find a compilation of a list of reviews of companies listed on the Singapore, United States, and on the Hong Kong Stock Exchange I have shared over the years (either on this blog, or on The Singaporean Investor’s Instagram Page) – and I hope this post provides a good starting point for those who are looking for companies to invest:

Companies Listed on the Singapore Stock Exchange

I have built an investment portfolio comprising mainly of real estate investment trusts (REITs) because I want my investments to provide me stable and consistent dividend payouts. You can find all the Singapore-listed companies I have invested in here – apart from a list of all the companies I have invested in (you can click on the respective companies names within to find out reasons for my investment), you’ll also find out the percentage concentration each of them have in my portfolio, along with their performance (in terms of current gains or losses – with and without dividend payouts.)

The following is a list of all the Singapore-listed companies I have reviewed (in alphabetical order), and you can click on the respective company names to read my review in full:

1. CapitaLand Ascendas REIT (SGX:A17U) – Previously known as Ascendas REIT, it is Singapore's first and largest listed business space and industrial REIT. Its properties can be found in developed markets of Singapore, Australia, the United States, and the United Kingdom/Europe. The REIT is also one of the constituents in Singapore's benchmark Straits Times Index (STI) since June 2014.

2. CapitaLand Ascott Trust (SGX:HMN) – Previously known as Ascott Residence Trust, the Singapore-listed REIT is the largest hospitality trust in Asia Pacific with an asset value of S$7.7 billion as at 31 December 2021 (i.e. end of financial year 2021.) The REIT is also a constituent of the FTSE EPRA NAREIT Global Real Estate Index Series. Its portfolio currently comprises a total of 93 properties with about 17,000 units in 43 cities across 15 countries. Also, the REIT's properties are mostly operated under the following brands: Ascott The Residence, Somerset, Quest, and Citadines.

3. CapitaLand Integrated Commercial Trust (SGX:C38U) – Previously known as CapitaLand Mall Trust, which was a pure-play retail REIT with 11 shopping malls located in the various parts of Singapore, was later renamed as CapitaLand Integrated Commercial Trust (or CICT for short) after its merger with CapitaLand Commercial Trust (where its portfolio comprises of office properties in Singapore and Germany) in November 2020. Following its merger with CapitaLand Commercial Trust, CICT's property portfolio comprises a total of 22 retail, office, and integrated development properties (as at December 2021 when the post was published.)

4. DBS Group Holdings Limited (SGX:D05) – Apart from Singapore, DBS also have business presences in other countries - in Australia, China, Hong Kong, India, Indonesia, Japan, Malaysia, Myanmar, South Korea, Taiwan, Thailand, The Philippines, United Arab Emirates, United States of America, as well as in Vietnam.

5. EC World REIT (SGX:BWCU) – EC World REIT is a pure-play China REIT, where its all the properties in its portfolio are located in the country. At the time of writing of this post (in December 2021), its portfolio consists of e-commerce logistics assets (4 in total, namely Fu Heng, Fuzhou E-Commerce, Stage 1 Properties of Bei Gang, as well as Wuhan Meiluote), specialised logistics assets (1 in total, namely Hengde Logistics, with its major tenant being China Tobacco), and port logistics assets (3 in total, namely Chongxian Port Investment, Chongxian Port Logistics, and Fu Zhuo Industrial.)

6. Frasers Centrepoint Trust (SGX:J69U) – The Singapore-listed REIT is is a predominantly heartland mall REIT where all but one of its properties are retail malls scattered across the different parts of Singapore (the other property in its portfolio is an office property in Central Plaza located in Tiong Bahru, which was included following the REIT's acquisition of AsiaRetail Fund Limited in late-October 2020.)

7. Hong Leong Finance Limited (SGX:S41) – The company was listed on the Singapore Stock Exchange since 1974, and today (as at January 2022 when the post was published), it has a total of 28 branches spread out across different locations in Singapore (with 27 of them located in residential estates.) The finance company’s primary business involves taking deposits and savings from the public (people like you and I), and providing financing solutions and services including corporate and consumer loans, government assistance for SMEs (Small and Medium Enterprises), corporate finance and advisory services.

8. Keppel DC REIT (SGX:AJBU) – Keppel DC REIT is a pure-play data centre REIT. At the time of writing this post (in October 2021), it has a total of 19 data centres located in 8 geographical locations: 6 in Singapore, 3 in Australia, 1 in Malaysia, 2 in Germany, 2 in Ireland, 1 in Italy, 3 in the Netherlands, and 2 in the United Kingdom.

9. Mapletree Industrial Trust (SGX:ME8U) – Listed on the Main Board of the Singapore Exchange since October 2010, and included as a constituent on the STI since 22 June 2020, Mapletree Industrial Trust's principal strategy is to invest in a diversified portfolio of income-producing real estate used primarily for industrial purposes (Hi-Tech Buildings, Business Park Buildings, Flatted Factories, Stack-up/Ramp-up Buildings and Light Industrial Buildings) in Singapore and also real estate used primarily for data centres in the United States of America. As at 30 September 2021 (3rd quarter of the financial year 2020/21), the blue-chip REIT's total assets under management was S$8.5b, comprising of 86 properties in Singapore, along with 57 properties in North America (including 13 data centres held through the joint venture with Mapletree Investments Pte Ltd.)

10. Mapletree Logistics Trust (SGX:M44U) – Listed on the SGX since 28 July 2005 with 15 properties in Singapore and a portfolio value of S$422.0m as at January 2022 (when the post was published), the REIT has a total of 163 properties in Singapore, Hong Kong, China, Japan, Australia, South Korea, Malaysia, Vietnam, and India, and a portfolio value of S$10.8 billion.

11. NetLink Trust (SGX:CJLU) – One of the business trust’s business is in the provision of fibre network in our homes. On top of that, it also provides fibre networks in non-residential premises, as well as providing Non-Building Address Points (or NBAPs for short) connections across Singapore - to elaborate, NBAPs are locations without a physical address or postal code, such as roadside points, bus stops, traffic lights, or carparks.

12. Overseas-Chinese Banking Corporation (SGX:O39) – It is Singapore's longest established bank, formed in 1932 from the merger of 3 local banks. Today, the Singapore-listed bank is the second largest financial services group in Southeast Asia by assets, and one of the world's most highly-rated banks.

13. Parkway Life REIT (SGX:C2PU) – One of Asia'a largest-listed healthcare REITs, where its portfolio currently (as at March 2022 when the post was published) has 56 properties in Singapore (Mount Elizabeth Hospital, Gleneagles Hospital, and Parkway East Hospital), Japan (where it has 52 high-quality nursing home and care facility properties in the various prefectures in the country), as well as in Malaysia (MOB Specialist Clinics in Kuala Lumpur.)

14. PropNex Limited (SGX:OYY) – Apart from its real estate brokerage business (where the company has a substantial market share in the residential segments of new project launches, private resale, HDB resale, as well as rental including commercial and residential properties), PropNex's other business segments include training (for salespersons to equip them with the necessary knowledge to carry out real estate work through their 'Life Mastery Academy' - the training arm of PropNex), property management (which deals with the management of boutique and high-end developments), as well as real estate consultancy service (providing corporate sales and auction services, valuation, and corporate leasing services.)

15. Sasseur REIT (SGX:CRPU) – Listed on the SGX since 28 March 2018, Sasseur REIT (SGX:CRPU) is a REIT where its portfolio consists of four premium outlet malls located in the People's Republic of China ("PRC") – in Chongqing, Bishan, Hefei, and Kunming.

16. Sheng Siong Group Limited (SGX:OV8) – One of the Singapore’s largest supermarket chains, where it offers over 1,400 products under its 23 house brands. As at March 2022 (when the post was published), the company has 64 supermarket outlets spread across the island. This is on addition to another 4 outlets it has in China (compared to in FY2020, where it has 63 chains in Singapore, and 2 in China.)

17. Suntec REIT (SGX:T82U) – Listed on 09 December 2004 on the Main Board of the Singapore Exchange Securities Trading Limited, at the time of writing, Suntec REIT's property portfolio comprises of retail, office, and convention centre assets located in Singapore, Australia, and in the United Kingdom.

18. Union Gas Holdings Limited (SGX:1F2) – On top of the company’s LNG business segment (besides their namesake brand of LNG, the brand 'Sungas' is also under them), it is also in the natural gas business (where it provides Compressed Natural Gas, or CNG, at its 'Cnergy' fuel station in 50 Old Toh Tuck Road, as well as producing, selling, and distributing compressed and piped natural gas to industrial customers), and in the diesel business (at its 'Cnergy' stations.)

19. United Overseas Bank Limited (SGX:U11) – The Singapore bank is one of the largest in Southeast Asia by total assets. Apart from Singapore (where its global headquarter is located), it also has a business presence in the following countries - Australia, Brunei, Canada, China, France, Hong Kong, India, Indonesia, Japan, Malaysia, Myanmar, Philippines, South Korea, Taiwan, Thailand, United Kingdom, United States of America, and Vietnam.

Companies Listed on the New York Stock Exchange (NYSE) & on the NASDAQ Stock Exchange (NASDAQ)

Another market which I have dedicated quite a number of posts to is the US market – where I have also built an investment portfolio in. However, compared to my Singapore portfolio, this portfolio is much smaller.

Companies I have invested in are technology companies, including SEA Limited, Hubspot Inc., Meta Platforms Inc. (formerly known as Facebook Inc.), PayPal Holdings Inc., Alphabet Inc, (the company is more commonly referred to as ‘Google’), as well as Amazon.com Inc. While they have fallen out of favour with investors this year as a result of interest rate hikes, but in my opinion, the business fundamentals of these companies still remain sound – which explains my decision to remain invested in them.

The following list are individual companies (arranged in alphabet order) I have posted reviews on (both on this blog, as well as on The Singaporean Investor’s Instagram account) – to read the reviews, simply click on the respective company names below:

1. Activision Blizzard (NASDAQ:ATVI) – Formed in July 2008 as a result of the merger between Activision Inc., and Vivendi Games, Activision Blizzard Inc. is in the business of developing and distributing content and services on video game consoles, personal computers, as well as on mobile devices. They also operate esport leagues and offer digital advertising within their content.

2. Adobe Inc. (NASDAQ:ADBE) – The company is known for its suite of graphic design and editing software.

3. Alibaba Group Holding Ltd (NYSE:BABA, SEHK:9988) – Its business segments comprises (i) Core Commerce – in retail and wholesale commerce in China, along with retail commerce in several countries around the world (in Singapore, it owns Lazada); (ii) Cloud Computing – through Alibaba Cloud; (iii) Digital Media & Entertainment – through Youku, and Alibaba Pictures; (iv) Innovation Initiatives – where they innovate & develop new service & product offerings to meet the needs and improve daily lives of their customers, including Amap & DingTalk.

4. Alphabet Inc. (NASDAQ:GOOGL) – Commonly referred to as Google, on top of its namesake search engine, the tech behemoth also owns a suite of products including the Chrome web browser, Gmail, Google Drive, Google Maps, Google Play, and YouTube.

5. Amazon.com Inc. (NASDAQ:AMZN) – They are the largest e-commerce retailer by online revenue in the world. On top of its namesake e-commerce platform, the company also manufactures and sells electronic devices including Kindle, Fire tablet, Fire TV, Echo, Ring, and other devices, along with developing and producing media content, among others.

6. Apple Inc. (NASDAQ:AAPL) – The company is involved in the designing, manufacturing, as well as in the marketing of the iPhone, Mac, iPad, wearables and accessories (such as AirPods, Apple TV, Apple Watch, Beats products, HomePod, iPod touch, along with other Apple-branded and third-party accessories.) On top of that, it also sells a variety of services including books, music, video, games, podcasts, AppleCare, iCloud, Apple Card, Apple News+, as well as Apple Pay.

7. Boot Barn Holdings Inc. (NYSE:BOOT) – The NYSE-listed company is the largest lifestyle retail chain devoted to western and work-related footwear, apparel, and accessories. Some of the brands you can find include Carhartt, Dickies, Wrangler, and Timberland Pro.

8. Beyond Meat Inc. (NASDAQ:BYND) – According to the company’s website, it is 'one of the fastest growing' food companies in the United States, offering a portfolio of 'revolutionary plant-based meals' - where the company 'build' meat (particularly beef, pork, as well as poultry) directly from plants, through an innovation that allow their consumers to experience the taste, texture, and other sensory attributes of the animal-based meat products while at the same time enjoying the nutritional and environmental benefits of eating their plant-based meat products.

9. CBRE Group Inc. (NYSE:CBRE) – With business operations in over 100 countries (where Singapore is one of them), the company is the world's largest commercial real estate services and investment company (based on its revenue in 2019.) Its focus is on providing services to real estate companies [in the area of facilities management, project management, transaction, and consulting services], and investors [where it provides capital markets, leading, investment management, property management, and valuation and development services.]

10. Church & Dwight Company Inc. (NYSE:CHD) – The company produces products such as the ARM & HAMMER baking soda, as well as the Batiste dry shampoo.

11. Crocs Inc. (NASDAQ:CROX) – The company is a world leader in innovative casual footwear (where its products are currently sold in more than 90 countries - with Singapore being one of them; however, the company is focused on 5 core markets - US, Japan, China, South Korea, and Germany, where it believes the greatest opportunities for growth exist.

12. Expedia Group Inc. (NASDAQ:EXPE) – Apart from its namesake website, the following brand news are also under the NASDAQ-listed company: Hotels.com, Trivago, CarRentals.com, Verb, Egencia, Hotwire, Wotif Group, and Orbitz.

13. Five Below Inc. (NYSE:FIVE) – Incorporated in Pennsylvania in January 2002, the company is in the business of offering a broad range of trend-right, high-quality merchandise with its target customers being tween and teen customers, with most of its products priced at US$5.00 and below (hence the name 'Five Below'.) As at the end of financial year 2020/21 on 30 January 2021, the company have a total of 1,020 stores across 38 American states.

14. General Mills Inc. (NYSE:GIS) – It is a leading global manufacturer and marketer of branded consumer foods. Currently, the company owns more than 100 different food brands (some of them include Betty Crocker Pancake Mix, Cheerios Whole-Grain Oats, Old El Paso Taco Shells, Haagan-Dazs Ice Cream, and Nature Valley Granola Bar) sold in 100 countries across 6 continents around the world. Apart from that, they also have a 50.0% interest in 2 strategic joint ventures that manufacture and market food products sold in more than 120 countries worldwide.

15. iRobot Corporation (NASDAQ:IRBT) – Starting off from its Roomba vacuum in 2002, iRobot Corporation has since sold over 30 million robots and it is now the leading global consumer robot company (according to the company's website.) Currently, their range of products consist of the following robot families: (i) Roomba vacuuming robots at varying price points based on features and performance characteristics; (ii) Brava family of automatic floor mopping robots designed specifically for hard-surface floors; (iii) Terra, a robotic lawn mower (in Terra t7), which is designed to mow as well as avoid obstacles, and cut in efficient straight lines; and (iv) Root, where, with the company's acquisition of Root Robotics in April 2019, they now have a robot designed to help children learn how to code.

16. Kellogg Company (NYSE:K) – Founded in 1906, the company manufactures (in 21 countries) as well as markets its products (which includes snacks such as crackers, savoury snacks, toaster pastries, cereal bars, granola bars, and bites, along with convenience foods such as ready-to-eat cereals, frozen waffles, veggie foods and noodles) in more than 180 countries. Its snack brands are marketed under brands such as Kellogg's Cheez-It, Pringles, Austin, Parati, and RXBAR. Its cereals and cereal bars are generally marketed under the Kellogg's name, with some under Kashi and Bear Naked brands. Finally, its frozen foods are marketed under Eggs and Morningstar Farm brands.

17. Lululemon Athletica Inc. (NASDAQ:LULU) – People who practice Yoga should be familiar with its namesake brand of Yoga-related products. At the end of financial year 2018/19 (the company has a year-end on the Sunday closest to 31 January), Lululemon Athletica Inc. has a total of 491 stores in 17 countries worldwide (top 5 countries by store count: United States - 305, Canada - 63, Australia - 31, China - 29, and United Kingdom - 14.)

18. Mastercard Incorporated (NYSE:MA) – The company is in the business of connecting consumers, financial institutions, merchants, governments, digital partners, businesses and other organisations worldwide, enabling them to use electronic forms of payment through their family of well-known brands, including Mastercard, Maestro, and Cirrus.

19. Match Group Inc. (NASDAQ:MTCH) – On top of its online dating platform ‘Match’, the company also owns the following: Tinder, Meetic, OkCupid, Hinge, Pairs, PlentyOfFish, OurTime. All of the company's online dating sites allow users to sign up, create a profile, as well as view other members' profile without any charges. Apart from that, there are also a number of additional features - some free, and some paid (and this is where the company generates its revenue from, as well as from advertisements.)

20. McCormick & Company Inc. (NYSE:MKC) – The company is a global leader in the flavouring business, where it manufactures, markets, and distributes spices, seasoning mixes, condiments, and other food flavourings to the entire food industry - including retailers, food manufacturers, and foodservice business. At the time of writing of this post (in September 2020), its products can be found in 150 countries and territories.

21. Meta Platforms Inc. (NASDAQ:META) – Previously known as Facebook Inc. (NASDAQ:FB), the conglomerate owns Facebook, Instagram, Messenger, as well as WhatsApp. On top of that, it also owns Oculus, which produces virtual reality products (the company was acquired in March 2014.)

22. Microsoft Corporation (NASDAQ:MSFT) – The NASDAQ-listed company is a runaway leader in terms of market share of desktop operating systems - at 77.21% as at August 22020 (statistics from statcounter GlobalStats.) On top of that, the company also owns Microsoft Office, and manufacturer of the Surface tablet, XBOX gaming console, along with social networking site for professional network - LinkedIn (which it acquired back in 2016.)

23. Monster Beverage Corporation (NASDAQ:MNST) – The company is in the business of developing, marketing, selling, and distributing energy drink beverages, as well as concentrates for energy drink beverages.

24. Nike Inc. (NYSE:NKE) – The American sports apparel company are makers of their namesake brand of sports apparels. Apart from that, Nike also owns the brand 'Converse.'

25. NetFlix Inc. (NASDAQ:NFLX) – The NASDAQ-listed company is currently the world's #1 subscription streaming entertainment service with over 167 million paid streaming memberships in over 190 countries around the world!

26. PayPal Holdings Inc. (NASDAQ:PYPL) – The company operates a digital payment platform for merchants to accept payments from their customers (for a small fee.) Apart from its namesake online payment platform, it also owns Braintree, Venmo, and Xoom.

27. Pool Corporation (NASDAQ:POOL) – The company is the world's largest wholesale distributor of swimming pool supplies, equipment, and related leisure products. Apart from this, it is also in the business of irrigation (the artificial process of applying controlled amounts of water to assist in the production of crops) and landscape products in the United States of America (also not forgetting to mention that it is also one of the leading distributors.)

28. Quest Diagnostics Incorporated (NYSE:DGX) – Incorporated in Delaware in 1990, Quest Diagnostics Incorporated offers diagnostics testing services (ranging from the basic blood tests, to testing for cancer, cardiovascular disease, infectious disease, neurological disorders, etc.), clinical trials testing (through its joint venture company Q2 Solutions to help biopharmaceutical, medical device, and diagnostics customers improve human health through innovation that transforms science and data into actionable medical insights), healthcare IT (where its Quanum suite of technology and analytics solutions are used by over 200,000 physicians to order lab tests, receive timely results, share clinical information quickly and securely, and prescribe drugs), as well as wellness and risk management (where the company is a leading provider of programs to promote wellness and prevention of disease through conducting lab testing-based health assessments for common conditions such as diabetes and heart disease.)

29. Restaurant Brands International Inc. (NYSE:QSR) – The company operates the following food & beverage brands: Burger King (currently the world's second largest fast food hamburger restaurant), Popeyes (the world's second largest quick service chicken concept), and Tim Hortons (its menu consists of premium blend coffee, tea, espresso-based hot and cold specialty drinks, along with fresh baked goods, grilled Panini and classic sandwiches, wraps, soups, prepared food and other food products.)

30. S&P Global Inc. (NYSE:SPGI) – The company is a leading provider of transparent and independent ratings, benchmarks, analytics and data to both capital markets (which includes asset managers, investment and commercial banks, insurance companies, exchanges, trading firms and issuers), as well as commodity markets (including producers, traders, intermediaries within energy, petrochemical, metals and agriculture) worldwide.

31. SEA Limited (NYSE:SE) – The company operates the online shopping app Shopee (which is one of the leading online shopping platforms in Southeast Asia, as well as in Taiwan), develops and publishes games online through Garena (where some of the games include ‘League of Legends’, ‘Call of Duty’, ‘Arena of Valor’, ‘Free Fire’, and ‘Speed Drifters’), along with providing mobile wallet services, payment processing, credit, and related digital financial services (through ShopeePay, SPayLater, and other brands in the region.)

32. Stanley Black & Decker Inc. (NYSE:SWK) – Apart from its electric hand tools (like drills and screwdriver), as well as portable vacuum cleaners in retail shops, it also provides engineered fastening solutions in the automotive and industrial channels to infrastructure solutions such as pipeline construction and hydraulic tools, as well as selling automatic doors to its commercial customers.

33. Tesla Inc. (NASDAQ:TSLA) – The company is in the business of designing, manufacturing, and leasing high-performance fully electric vehicles.

34. The Clorox Company (NYSE:CLX) – Apart from the brand ‘Clorox’, some of the brands by the company you should be familiar with include Glad's range of plastic food wraps and food bags , Liquid-Plumr's range of decloggers, as well as Burt's Bees range of skin care products.

35. Thermo Fisher Scientific (NYSE:TMO) – Formed through the merger of Thermo Electron & Fisher Scientific in 2006, the NYSE-listed company is the world leader in supplying scientific instrumentation, reagents and consumables, along with science software and services.

36. Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) – A global biotechnology company that invests in scientific innovation to create transformative medicines that treats the underlying cause of several medical conditions, including cystic fibrosis, sickle cell disease and beta thalassemia, APOL-medicated kidney disease, type-1 diabetes, pain (following surgery or injury), alpha-1 antitrypsin deficiency, and muscular dystrophies.

37. Visa Inc. (NYSE:V) – Since the company’s inception in 1958, they have facilitated commerce across more than 200 countries and territories among a global set of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. Its core businesses include credit cards, debit cards, prepaid cards, as well as global ATM.

38. World Wrestling Entertainment Inc. (NYSE:WWE) – The company have been involved in the sports entertainment business for over 4 decades and are currently one of the most popular brands in the global entertainment industry.

39. Yum China Holdings Inc. (NYSE:YUMC) – from a single restaurant in 1987, Yum China is China's largest restaurant company with over 10,000 restaurants located in over 1,400 cities and towns spanning every provinces and autonomous region across Mainland China. It operates the following restaurant brands: East Dawning (东方既白), Little Sheep Hot Pot (小肥羊), Huang Ji Huang (黄记煌), COFFii & JOY, KFC, Pizza Hut, and Taco Bell. The company is dual-listed on the New York Stock Exchange (under the ticker symbol NYSE:YUMC), as well as on the Hong Kong Stock Exchange (under the ticker symbol HKEX:9987.)

40. Zoetis Inc. (NYSE:ZTS) – It is in the business of discovering, developing, and manufacturing, and commercialising of medicines, vaccines, and diagnostic products supporting 8 animal species (cattle – beef and dairy, swine, poultry, sheep, fish, dogs, cats, and horses.) It has a business presence in more than 100 countries, serving vets, livestock producers, and people who raise and care for farms and companion animals.

41. Zoom Video Communications Inc. (NASDAQ:ZM) – Apart from Zoom Meeting, some of its other products include: Zoom Phone, Zoom Chat, Zoom Rooms, Zoom Conference Room Connector, Zoom Video Webinars, Zoom Developer Platforms, as well as Zoom App Marketplace.

Companies Listed on the Stock Exchange of Hong Kong

As far as the Hong Kong market is concerned, I do not have any investments currently, mainly due to concerns I have about regulations being imposed by the Chinese government in just above every industry, and also its pursue of ‘common prosperity.’

However, I’m not ruling out putting some money to invest in some of these companies in the future when the whole situation stabilises.

The following are reviews I have done on some of these Hong Kong-listed companies below (arranged alphabetically.) All you need to do is to click on the respective company names:

1. Ausnutria Dairy Corporation (SEHK:1717) – The company is in the business of offering high-end dairy and nutrition products (such as 澳优 Allnutria, 海普诺凯1897, Neolac 悠蓝, Puredo 美纳多, Eurlate 欧选, and OzFarm 澳滋, as well as Hollisure 合力素) with sales coming from different geographical locations including the People's Republic of China ("PRC"), North America, Europe, Russia, Australia, and the Middle East.

2. Geely Automobile Holdings Limited (SEHK:0175) – Apart from its namesake brand of passenger vehicles, the company also controls the principal business of research and development, production, as well as sales of several passenger vehicle brands (some of them you should be familiar with), including Volvo (it is one of the most well-known and respected luxury car brands in the world), Lotus (a British producer of sports and racing cars), Lynk&Co (a brand you probably did not hear of before, where they are a new globally-focused high-end car brand based on the technology jointly developed by Geely and Volvo), along with another brand called Polestar (which focuses on high-performance electrified cars.)

3. Li Ning Company Limited (SEHK:2331) – The company is one of the leading sports brand companies in China, where they retail footwear, apparel, equipment, and accessories (with their focus on running, badminton, along with leisure wear) under their namesake brand. On top of that, they also retail other sports products which are self-owned by or licensed by the Group, including Double Happiness (which retails table tennis products), AIGLE (outdoor sports), Danskin (fashionable fitness products for dance and yoga), as well as Kason (badminton.)

4. L'Occitane International S.A. (HKEX:0973) – This company probably needs no further introduction - you may even be users of the Hong Kong-listed company's namesake brand of products, which ranges from fragrances, skin and hair care, to bath and body products. On top of that, it also has products under the following 6 brands: L'Occitane au Brésil, Melvita, Erborian, LimeLife by Alcone, and Elemis.

5. Meituan (SEHK:3690) – Listed on the Stock Exchange of Hong Kong since 20 September 2018, the company is China's leading one-step platform for food, transportation, travel, shopping, and entertainment.

6. Shenzhou International Group Holdings Limited (SEHK:2313) – The company focuses on producing sports wear, casual wear, as well as lingerie wear for major international renowned brands including Nike, Uniqlo, Adidas, as well as Puma. Apparels which the company produces are being sold in China, Japan, Asia Pacific, Europe, as well as in the United States.

7. Techtronic Industries Company Limited (SEHK:0669) – Founded in 1985, and listed in the Stock Exchange of Hong Kong since 1990, the company is one of the constituents of Hong Kong's benchmark Hang Seng Index. The company specialises in power and hand tools (and accessories), outdoor power equipment, along with floor care and appliances. If you are into DIY, then some of these brands under the company should be familiar with you - including MILWAUKEE, RYOBI, and HOOVER.

8. Tencent Holdings Limited (SEHK:0700) – Established in Shenzhen, Guangdong Province in China in 1998, it owns the following: WeChat (微信), Tencent QQ, 腾讯视频, or Tencent Video, as well as QQ音乐 (QQ Music), 酷狗音乐 (KuGou), 酷我音乐盒 (Kuwo). Tencent also have a stake in 3 gaming companies, in Epic Games, Ubisoft, and Actvision Blizzard.

9. VTech Holdings Limited (SEHK:0303) – The company is the global leader in electronic learning products from infancy through toddler and pre-school. The company is the global leader in electronic learning products from infancy through toddler and pre-school. Apart from its namesake brand, as well as ‘LeapFrog’ brand of toys, it is also the largest manufacturer of residential phones (sold under its namesake brand, as well as under the 'AT&T' brand; you can find the former readily available in most electronic stores in Singapore), along with commercial phones (conference phone with wireless mics), and other telecommunication products (such as audio and video baby monitors.)

10. Yihai International Holding Limited (SEHK:1579) – Yihai International Holdings is the sole supplier of hotpot soup flavouring condiment, and sauces for Haidilao. The company has exclusive rights to use the "Haidilao" (海底捞) brand for their condiment products on a royalty-free basis for a perpetual term commencing from 01 January 2007. Other products by the company includes spicy stir-fry pot and pickles and fish stew condiments.

Closing Thoughts

As always, I do hope the above review posts on individual companies have given you a much better understanding about them. While some of the posts were written some 2 years ago, but the basic fundamentals of the companies still remain, hence my reason for including them.

Finally, a gentle reminder that this post is not a buy or sell call for any of the companies listed above. You’re strongly encouraged to do your own due diligence before you make any investment decisions.

Disclaimer: At the time of writing, I own shares of the following companies: CapitaLand Ascendas REIT, CapitaLand Ascott Trust, CapitaLand Integrated Commercial Trust, DBS Group Holdings Limited, EC World REIT, Frasers Centrepoint Trust, Hong Leong Finance Limited, Keppel DC REIT, Mapletree Industrial Trust, Mapletree Logistics Trust, Overseas-Chinese Banking Corporation, Suntec REIT in the Singapore market, along with Alphabet Inc., Amazon.com Inc., Meta Platforms Inc., PayPal Holdings Inc., and SEA Limited in the US market.

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