Global Climate Solution Stocks

Yuasa is a Thai producer of batteries. While some are used for energy storage and EVs, the vast majority of their revenue comes from traditional automobile batteries.

CCK is a Malaysian animal product company. While they do engage in aquaculture, they generate over half of their revenue from land-based animal products, so we exclude them

Hero Global Investment is an Indonesian firm that invests and builds geothermal and solar plants

Sena Development is a real estate development firm that generates a small portion of its revenue from solar development in Thailand

Ratch Pathana Energy is a Thai owner of multiple power plants with the vast majority of its generation capacity coming from gas.

While Merdeka Copper Gold does search for copper, it is the only critical mineral it extracts, with most of its revenue coming from non critical minerals like gold.

BDC is a Vietnamese construction company that does work on hydroelectric plants, but generates more revenue from its general construction services like roadways.

Ben Thanh Service does provide services to the solar industry but generates most of its revenue from real estate and hospitality.

Vinacomin is a Vietnamese electrical utility that generates most of its power from coal and gas, so we exclude them.

Quang Nam Construction is a Vietnamese construction company that does work on hydroelectric plants, but generates more revenue from its general construction services.

Flagship Minerals is a mining company that specializes in copper and lithium, two minerals critical to the energy transition.

40 Investment and Construction is a Vietnamese construction firm that has built one hydropower plant, but has built more other non-climate solutions, so we exclude them

Wei Yuan is a Singapore-based company that specializes in constructing electrical grid cabling systems, a key part of the energy transition.

Song Da No 11 is a Vietnamese construction firm that has generated a majority of its revenue from hydropower plants and grid expansion, two climate solutions.

Greenergy Holdings says it seeks to work in renewable energy, but they do not show any revenue of doing so in their financials, so we exclude them for now.

Lizen Joint Stock Company builds renewable energy projects but generates more revenue from constructing roads

Citicore Renewable Energy is a Filipino solar developer that also has installed multiple mini hydro systems that generate small amounts of zero carbon baseload power.

Vinh Hoan is one of the largest catfish fish farming companies in the world. They discuss energy saving techniques on their website, but do not go into details. We are excited to see more from them in future reviews.

Refrigeration Electrical Engineering is a Vietnamese company that owns multiple hydro, solar, and wind power plants

Nickel Asia is a Philippine company that generates most of its revenue from the extraction and refinement of Nickel, a critical mineral for the energy transition.