Kangwon Land Company Limited (035250 KS): Profitable Growth rank of 5 was down compared to the prior period’s 2nd rank. This is average performance compared to 900 large Cons. Disc. companies worldwide.
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Pan-United Corporation Limited (PAN SP): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 1,110 medium Industrials companies worldwide.
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Enel Americas SA (ENELAM CI): Profitable Growth rank of 6 was down compared to the prior period’s 5th rank. This is below average performance compared to 300 large Utilities companies worldwide.
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US airline fuel costs surge 78%. Apple now trades at 10x sales for the first time. LLM token spending stalling near cycle highs. Hot IPOs are typically a bad deal. Stock-bond correlation at its highest since 1999.
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City Developments Limited (CIT SP): Profitable Growth rank of 1 was up compared to the prior period’s 7th rank. This is World Class performance compared to 190 large Real Estate companies worldwide.
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COSCO SHIPPING Specialized Carriers Company Limited (600428 SH): Profitable Growth rank of 5 was down compared to the prior period’s 4th rank. This is average performance compared to 1,380 large Industrials companies worldwide.
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Hana Microelectronics Public Company Limited (HANA TB): Profitable Growth rank of 7 was down compared to the prior period’s 6th rank. This is below average performance compared to 720 medium Info Tech companies worldwide.
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HD Hyundai Electric Company Limited (267260 KS): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,380 large Industrials companies worldwide.
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Performance review of our strategies in May 2026 – All Weather Inflation Guard gained 1.3%, All Weather Strategy gained 2.6%, All Weather Alpha Focus gained 3.7%.
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Asian rice prices surge due to Iran war. Oil-importing nations are dumping US Treasuries. US manufacturing expands for a fifth straight month. Exxon warns oil could hit US$150+/bbl. Korea’s export growth hits a four-decade high.
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