🌐 Emerging Market Stock Picks (First Half June 2026)

As mentioned before, I am sourcing new stock research material for these posts covering emerging markets/international stocks covered by various research providers/analysts/local media. It is intended to do them more frequently so the posts don’t end up too long for Substack to save/publish (or take up too much time given the amount of material during earnings seasons) and the fact they include some basic data and a technical chart to help you decide whether they should be on your radar. After all, the investment universe for patient investors goes well beyond Space X, the Mag 7 and TSMC bubbles…

Specific stocks covered in this post (with a focus on some countries or stocks that are hopefully more accessible to retail investors via Interactive Brokers or via a foreign listing – see our first posts – Mid-March 2025, Early April 2025, April 2025, May 2025, June 2025, July 2025, August 2025, September 2025, October 2025, November 2025, December 2025, January 2026, February 2026, 🌏 Southeast Asia Stock Picks (March 2026) & April-May 2026) plus further DeepSeek summary/analysis of this post:

[Note: On desktop browsers, an autogenerated table of contents will appear on the left side linked to each stock. I will add those links below after publishing/emailing this post…]

• Asia

  • East Asia

  • SE Asia

    • 🇮🇩 Indonesia – Bad for Banks: IDR Weakness & Higher Rates,

      Equity Strategy: Worst is Over, Japfa Comfeed Indonesia Tbk PT, Indah Kiat Pulp & Paper Tbk PT, Sarana Menara Nusantara Tbk PT, Pakuwon Jati Tbk PT, AKR Corporindo Tbk PT, Amman Mineral Internasional Tbk PT, United Tractors Tbk PT, Jasa Marga (Persero) Tbk PT, Solusi Sinergi Digital Tbk PT & Geo Energy Resources

    • 🇲🇾 Malaysia

    • 🇵🇭 Philippines

    • 🇸🇬 Singapore – LHN Ltd, Sembcorp Industries, Oversea-Chinese Banking Corp (OCBC) / DBS Group / United Overseas Bank, Centurion Corporation Ltd, Wee Hur Holdings Ltd, CSE Global Ltd, APAC Realty Ltd, Elite UK REIT, Sanli Environmental Ltd, Pan-United Corporation Ltd, OKP Holdings Ltd, Tai Sin Electric Ltd, Food Empire Holdings Ltd, City Developments Limited, Seatrium Ltd, AEM Holdings & UI Boustead REIT

    • Singapore Broker’s Digest

    • 🇹🇭 Thailand – i-Tail Corporation PCL, SCGJWD Logistics PCL, Thai Beverage PCL, Bangkok Expressway and Metro PCL, Com7 PCL, PTT Global Chemical PCL, Siam Cement PCL & SCG Packaging PCL

  • South Asia

  • Middle East

• Africa

• Eastern Europe & Emerging Europe

  • 🇭🇺 Hungary

  • 🇵🇱 Poland – Lubelski Wegiel Bogdanka SA, Torpol SA, ZUE SA, Datawalk SA, Oponeo.pl SA, Action SA, 11 Bit Studios, Elektrotim SA, Arctic Paper SA, Ryvu Therapeutics SA, Creotech Instruments SA, Huuuge Inc, Sanok Rubber Company SA, Mostostal Zabrze SA, Bioton SA, Newag Sa & BioMaxima SA

• Latin America

Readers can decide whether these DeepSeek insights or summary about these stocks are accurate (this time around, its back to producing a more thorough summary/analysis when given this post):

🤖 DeepSeek Summary/Analysis

🔹 Deep Value & Low P/E (Contrarian / Graham-style investors)

🔹 High Dividend Yield (Income investors)

🔹 Growth / Earnings Momentum (GARP investors)

🔹 Special Situations / Turnaround (Event-driven investors)

🔹 Why These Might Not Interest Everyone (Risks Noted)

✅ Summary Table – Top 5 Most Interesting Across Styles

And as always, this post is provided for informational purposes only (and to make your life easier…). It does not constitute investment advice and/or a recommendation…

📈🗄️ Fund documents / updates; ⚠️ Disclosures or restricted access e.g. based on your location, investor status, etc.; 🇼 Wikipedia page; 🔬 Research analysis (including articles/blog posts from fund managers, etc.); 🎥 Video; 🎙️ Podcast; 🎬 Webinar; 📰 Newspaper/magazine article; 📯 Press release; 💻 Substack/blog/website article; ✅ Our own posts; 🗃️ Linked archived article; ⏰ Upcoming webinar or event.

Frontier & Emerging Market Stock Index

Note: For more China & Hong Kong stock picks or ideas, see our monthly China & Hong Kong Stock Picks posts…

Note: For more Korean stock picks or ideas, see our monthly Korean Stock Picks posts…

Note: I have note seen any good Twitter/Substack/blog accounts or (free) equity research providers with good coverage of Taiwanese stocks (at least not in English). Please contact me if you know of any…

Note: Various DBS sites (Insights Direct, DBS Treasures, etc.) have good coverage of SE Asia and some Chinese/Hong Kong stocks, but some sites are restricted by geography (need VPN) or are harder to search for new research pieces…

🔬 Bad for Banks: IDR Weakness & Higher Rates (Samuel Sekuritas Indonesia) 12 June 2026 ⚠️

🔬 Equity Strategy: Worst is Over (Samuel Sekuritas Indonesia) 12 June 2026 ⚠️

🔬 JPFA – Policy tailwind after strong 1Q26 results (KB Valbury Sekuritas) 15 June 2026 ⚠️

🔬 INKP – Karawang turns on, earnings step up (KB Valbury Sekuritas) 12 June 2026 ⚠️

🔬 TOWR – Fiber-Led Growth, Tower-Like Stability (KB Valbury Sekuritas) 12 June 2026 ⚠️

🔬 PWON – Property Demand Remains Soft Despite Recurring-Income Resilience (KB Valbury Sekuritas) 11 June 2026 ⚠️

🔬 AKRA Equity Update 1Q26 – AKRA Maintains Growth Momentum Despite Global Uncertainty (Kiwoom Sekuritas Indonesia) June 10, 2026 ⚠️