I'm currently traveling in Southeast Asia - and what strikes me again:
👉 The best investment ideas are often right in front of you in your everyday life.
I have consciously paid attention to which companies I constantly come across here - and collected some exciting names:
🛒 Everyday life & consumption
7-Eleven ($3382) (+1,17%)- felt like it was on every corner
Heineken (Tiger Beer) ($HEIA) (-1,48%)- THE beer here
Magnum - extremely present with ice cream
🏦 Financial sector
OCBC ($O39) (+3,8%) - one of the big banks in Singapore
🚛 Industry
Isuzu ($7202 (+1,16%)) - an incredible number of trucks on the roads
And then of course:
Grab ($GRAB) (-1,38%) - you can hardly get around here without the app
💡 What I find exciting:
Many of these companies have strong local market positions that are often not even on the radar from Europe.
It's precisely observations like this that always give me new investment ideas - far removed from the classic US tech stocks.
❓ Now I would be interested:
Which stocks have particularly caught your eye while traveling - and have you perhaps even invested in them?
