Learning that drives better investment decisions

US Govt Debt Is Massive and Shows No Sign of Reversing

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Chart of the Day: In September 2017, US Government debt passed US$20trn. Annual 2009-13 average US$1trn deficit spending added nearly US$5trn. Interest is US$449bn/year, debt is US$62,200/person.

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Emerging Asia Has the Strongest Momentum

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Chart of the Day: Emerging Asia has had the highest revenue growth in the past 12 months, as well as the best price performance in the past 6 months. Emerging Europe had the poorest revenue growth.

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Indonesian Banks Have the Highest Net Interest Margin in Asia

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Chart of the Day: Indonesian banks have almost double net interest margin versus the Philippines that has the second highest. This is partially due to higher interest rate levels in Indonesia.

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Strong Momentum and Cheap Valuation in Indian Materials

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The overall Indian market trades above the world on 2017 PE and PB. The Materials sector appears cheap on PEG and has strong price and earnings momentum.

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R.I.P Value Investing?

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In our Top 5 this week, we examine alternative investments, explore short-term momentum and long-term reversals, and ask if Warren Buffett has killed value investing? All this and more…

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Business Valuation Guide: Cash Levels at Consumer Staples Companies in Asia

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In company valuation, you start with forecasting and this research can help you to better forecast the balance sheets of companies. In this business valuation guide, you’ll learn about cash levels in the Consumer Staples sector across developed, emerging, and frontier markets in Asia.

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Business Valuation Guide: Cash Levels at Consumer Discretionary Companies in Asia

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In company valuation, you start with forecasting and this research can help you to better forecast the balance sheets of companies. In this business valuation guide, you’ll learn about cash levels in the Consumer Discretionary sector across developed, emerging, and frontier markets in Asia.

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Superlon Holdings Berhad – Fan Request

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Malaysia on Demand: A fan requested to see the World Class Benchmarking of Superlon Holdings Berhad, so here it is. Profitable Growth has returned to World Class for Superlon Holdings, driven mainly by high Profitability in terms of return on assets.

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Melco International Ranks in Lowest Tier among Global Casinos

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Melco International Development Limited is ranked as the eighth-largest gaming company in the world by casino revenue. Profitable Growth dropped to the worst from being World Class in 2012-2013.

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Cash Levels in Asia by Sector – Consumer Discretionary

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We’ve been considering the cash levels at companies around the world. This post looks into how much cash is held in Asian Consumer Discretionary. The benefit of this research is that it can help us to better forecast the balance sheets of Asian companies in this sector.

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