Learning that drives better investment decisions

US Companies Are NOT Holding Too Much Cash

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We have been considering the causes of the rising cash levels at US companies. Surprisingly, we realized that the question asked was the wrong one.

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Beating the Market: As Easy as Shooting the Moon

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In our Top 5 this week, we ask if robots are taking over, question our perspective on the current bull market, and uncover why indexing isn’t quitting. All this and more…

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Thai Pork and Chicken Producer Moves from Worst to Best

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Thaifoods Group Public Company Limited is engaged in the integrated food processing business that is based in Thailand. The company mainly produces chicken and live pigs. Profitable Growth has improved to World Class from being ranked the worst in 2015.

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Thai Home Improvement Retailer Remains Competitive Year after Year

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Home Product Center Public Company Limited is a Thailand-based retailer of building materials and home improvement products under the name “HomePro”. Profitable Growth has remained #3 since 2013.

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Don’t Raise Your Eyebrows on This Korean Pharmaceutical Upstart

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Hugel Incorporated, founded in 2001, operates as a pharmaceutical company in South Korea. It offers Botulinum Toxin, Hyaluronic Acid Filler and medical equipment. Profitable Growth at Hugel returned to World Class after a dip in 2015.

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Average Profitability at Indonesian State-Owned Contractor

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PT PP (Persero) Tbk, established in 1961, is an Indonesian state-owned enterprise mainly operating in five segments: Construction; EPC; Property; Precast and Equipment. In the past 12 months, Profitable Growth returned to the average rank.

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What Academia Say about High Cash Levels in the US

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Over the last few weeks, we have been considering the causes of the rising cash levels at US companies from a low of about 4% in 1995, to the currently very high 11%. Let’s have a look at what academia say about it.

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Highway to the Danger Zone

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In our Top 5 this week, we learn how not to invest, explore the curious world of micro caps, and find the ‘active’ in low-cost passive investing. All this and more…

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Former Teacher Chairs This Malaysian Property Developer

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S P Setia’s core business, property development carries out residential projects such as Setia Sky Residences and commercial projects such as SetiaWalk. Profitable Growth saw a great improvement to #2 in 2015 but has fallen back to #4 in the past 12 months.

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Excellent Profit Margin at Container Terminal Operator

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International Container Terminal Services, Inc. (ICT), is an international operator of common user container terminals and serves the global container shipping industry. Profitable Growth for ICT has dropped to the average rank from #3 in 2013.

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