Taking Stock: Adding Sustainability Variables to Asian Sectoral Analysis
The Taking Stock report focuses on identifying the key investment themes which investors should be evaluating in order to analyze environmental, social and governance (ESG) issues relevant to the largest and highest impact sectors in Asia...banks, energy, and technology...power, pulp, paper and timber, metals and mining, autos, and supply chain companies. [refers to environmental & social issues in Asia involving Asian companies Pohang Iron & Steel Co (POSCO), HSBC, Kookmin Bank, Export Import Bank of Korea, Bank Negara Indonesia, Thai Investment & Securities (now TISCO Bank), Bank of Shanghai, YES Bank, Henan Rebecca, China Exim Bank, Grameen Bank, China Steel, Tata Steel (Tata Iron & Steel, part of Tata Group), Yanzhou Coal, China Shenhua Energy (part of Shenhua Group), Banpu, PetroChina, ONGC (Oil & Natural Gas Corporation), PTT, CNOOC (China National Offshore Oil Corporation), China National Petroleum Corporation (CNPC), Sinopec, Gas Authority of India Ltd (GAIL), CLP, Siam Kraft Industry (part of Siam Cement), Hansol Paper, Advance Agro, Barito Pacific Timber, APP (Asia Pulp & Paper, part of Sinar Mas Group), Indah Kiat (part of APP), APRIL (Asia Pacific Resources International Limited), Rimbunan Hijau, Jaya Tiasa, Luen Thai, Flextronics, LTK Cables (part of Gold Peak), Yue Yuen, BenQ, LG Electronics (part of LG Group), BYD, Huawei, TSMC (Taiwan Semiconductor Manufacturing Corporation); and non-Asian & Japanese companies ABN Amro, Citigroup, HSBC, ING, JP Morgan Chase, Rabobank, Veolia Environnement, BHP Billiton, Newmont, Lafarge, Holcim, Cemex, Placer Dome, UPM-Kymmene, Stora Enso, Ikea, Home Depot, B&Q (part of Kingfisher), Express/Limited Brands, Liz Claiborne, Polo Ralph Lauren, Ford, Dell, HP, Gap, Debenhams, Hennes & Mauritz, Kingfisher, New Look, Pentland/Ellesse, Sainsburys, Nike, Patagonia, IBM, Solectron, Sanmina-SCI, Flextronics, Jabil, Celestica, Cisco, Intel, Microsoft, Reebok (part of adidas-Salomon), NEC, Hitachi, Sharp, Sony, Philips (Royal Philips Electronics), CHALCO]