Transportation & Industrials

Sources

1. Financials for the companies are based on their respective annual filings.

2. EVA figures are provided by the respective companies, except for the following, which are calculated by Temasek based on their respective annual filings: Bill.com Holdings, Inc.; Visa Inc.; Adyen N.V.; AIA Group Limited; BlackRock, Inc.; China Construction Bank Corporation; DBS Group Holdings Ltd; Industrial and Commercial Bank of China Limited; Mastercard Incorporated; PayPal Holdings, Inc.; Ping An Insurance (Group) Company of China, Ltd.; Prudential public limited company; Standard Chartered PLC; S&P Global Inc.; HDFC Bank Limited; ICICI Bank Limited; Airbnb, Inc.; DoorDash, Inc.; Global Healthcare Exchange, LLC; Kuaishou Technology; Lumen Technologies, Inc.; Meituan; PT GoTo Gojek Tokopedia Tbk; Roblox Corporation; Tencent Holdings Limited; Dell Technologies, Inc.; Alibaba Group Holding Limited; A.S. Watson Holdings Limited; M+S Pte. Ltd.; Pulau Indah Ventures Sdn. Bhd.; Bayer Aktiengesellschaft; BeiGene, Ltd.; BioNTech SE; Celltrion Healthcare Co., Ltd.; Celltrion, Inc.; Innovent Biologics, Inc.; Thermo Fisher Scientific Inc.; WuXi AppTec Co., Ltd.; WuXi Biologics (Cayman) Inc.

3. Market relevant information is sourced from Bloomberg, Stock Exchanges and public filings by companies.

Glossary