eREX Company Limited (9517 JP): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 310 large Utilities companies worldwide.
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All Weather Strategy: The strategy outperformed a traditional 60/40 portfolio by 0.9% in July 2021. Reopening of Western economies should drive these equities, and we expect strong commodities demand from Western and Chinese recovery. Risks: Inflation turns out transitory, new government-mandated shutdowns.
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Hyundai Department Store Company Limited (069960 KS): Profitable Growth rank of 7 was same compared to the prior period’s 7th rank. This is below average performance compared to 980 large Cons. Disc. companies worldwide.
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Com7 Public Company Limited (COM7 TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 980 large Cons. Disc. companies worldwide.
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AEON Co (M) Berhad (AEON MK): Profitable Growth rank of 8 was same compared to the prior period’s 8th rank. This is below average performance compared to 980 large Cons. Disc. companies worldwide.
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Thai Union Group Public Company Limited (TU TB): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 580 large Cons. Staples companies worldwide.
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The trouble you face is not your fault, and I’m gonna show you how you can fight back. I challenge you to recommit to your dreams today!
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In July 2021, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Sino Biopharmaceutical Limited (1177 HK): Profitable Growth rank of 4 was up compared to the prior period’s 5th rank. This is above average performance compared to 380 large Health Care companies worldwide.
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MMC Corporation Berhad (MMC MK): Profitable Growth rank of 7 was same compared to the prior period’s 7th rank. This is below average performance compared to 1,430 large Industrials companies worldwide.
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