emergingmarketskeptic.substack.com/@emergingmarketskeptic
Bio
Emerging Market Skeptic是一位专注于新兴市场投资分析的匿名分析师。他在东南亚拥有超过十年的生活和投资经验，并以此为基础，对新兴市场的投资风险与回报持有审慎而现实的看法。该分析师通过其Substack平台分享对新兴市场股票（包括中国和香港股票）、ADR、GDR、ETF等多种投资工具的深度分析与见解。 网络评价：新兴市场投资分析，覆盖中国和香港股票
Ideas
3 Ideas
EM Fund Stock Picks & Country Commentaries (February 8, 2026)
Platinum Asia Fund's January monthly factsheet discussed or mentioned Taiwan Semiconductor Manufacturing Company (TSMC).
🌐 Emerging Market Stock Picks (January 2026)
KB Valbury Sekuritas highlights Sarana Menara Nusantara (TOWR) due to expected earnings growth in FY26F driven by fiber inflection. The company provides telecommunication towers for wireless operators. Current Price/Book is 1.17, with a Forward P/E of 7.68 and a Forward Annual Dividend Yield of 3.19%.
Super Hi International Holding (HKG: 9658 / OTCMKTS: SPHIF): The Largest International Chinese Restaurant Brand Actually from China
Super Hi International Holding (HKG: 9658 / OTCMKTS: SPHIF) consists of non-Greater China hotpot restaurants and related subsidiaries of Haidilao International Holding (HKG: 6862 / FRA: 8HI / OTCMKTS: HDALF). It’s the largest Chinese restaurant brand internationally that is actually from China and is seeing the fastest growth in SE Asia. For 2022, the company significantly lowered its net losses.