Learning that drives better investment decisions

World Class Asset Utilization at Inventec Corporation

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Founded in 1975, Inventec Corporation provides third-party manufacturing for global electronics companies and produces parts and entire products. In the past 12 months, the company was ranked in the top 483 out of 690 large Information Technology companies worldwide.Info

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FAANG In All Its Glory

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In our Top 5 this week, we ask if real estate is a non-correlated asset class, examine Emerging Markets in more detail, and look at the rise of FAANG. All this and more…

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Great Profitable Growth at China Resources Gas Group

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China Resources Gas Group Limited is a Chinese state-owned enterprise and the largest distributor of natural gas in China. Well over 3/4 of its revenue comes from natural gas sold to its users via pipe, with the rest coming from new gas connecting fees to its customers. Profitable Growth has been performing well since 2014.

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Good Growth at Taiwan’s No. 2 Cement Producer

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Asia Cement Corporation (ACC) is the second-largest cement producer by capacity in Taiwan, ranked no. 10 in China, and in the top 100 globally. In the most recent period, ACC ranked among the top 474 out of 790 large Materials companies worldwide.

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Lower Margin at Hong Leong Group’s Semiconductor Arm

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Founded in 1962, Malaysian Pacific Industries Berhad is an investment holding company. Its subsidiaries engage in manufacturing frames and packaging for integrated circuits. Margin change was great in 2014-2016 but has worsened in 2017 and the past 12 months.

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Consistent Top Rank at ViTrox Corporation

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ViTrox Corporation Berhad exports about 75% of its semiconductor production inspection equipment and related software from its base in Malaysia to more than 22 countries around the world. Profitable Growth has consistently ranked at #1 since 2014, and in the past 12 months, VITRO ranked in the top 104 out of 1,040 small InfoTech companies worldwide.

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Shorting Stocks: When the Downsides Are Neverending

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In our Top 5 this week, we look at reverse life insurance, discuss shorting stocks, and examine the correlation between stock performance and manufacturing. All this and more…

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High Profit Margin at PETRONAS Chemicals Group

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PETRONAS Chemicals Group Berhad is the 4th largest producer in Southeast Asia of olefins, including the plastics polyethylene and polypropylene, and is ranked no. 4 globally in methanol production. Profitable Growth has been great over the years, and in the past 12 months, it ranked in the top 158 out of 790 large Materials companies worldwide.

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Great Efficiency at Chevron’s Thai Subsidiary

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Star Petroleum Refining Public Company Limited was founded in 1992 by Chevron South Asia Holdings and PTT PCL, PTT sold its last shares in SPRC in 2017. In the past 12 months, SPRC ranked in the top 64 out of 320 large Energy companies worldwide.

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No. 1 in Philippine Power, No. 2 on Profitable Growth

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Manila Electric Company (MER) is the largest distributor of electricity in the Philippines. Approximately 72% of Luzon island’s power sales and about 55% of the Philippines’ total power sales comes from MER. Profitable Growth at MER has consistently ranked at #2.

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