Trump extends the US ceasefire with Iran. China is still stockpiling gold. Strong 10-day rallies are bullish. US Gov’t to start refunding US$166bn in tariffs. Moody’s upgrades Thailand’s credit outlook.
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Coca-Cola Consolidated Incorporated (COKE US): Profitable Growth rank of 2 was down compared to the prior period’s 1st rank. This is World Class performance compared to 560 large Cons. Staples companies worldwide.
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Duskin Company Limited (4665 JP): Profitable Growth rank of 4 was same compared to the prior period’s 4th rank. This is above average performance compared to 1,390 large Industrials companies worldwide.
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Midea Group Company Limited (000333 SZ): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 920 large Cons. Disc. companies worldwide.
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Osotspa Public Company Limited (OSP TB): Profitable Growth rank of 1 was up compared to the prior period’s 5th rank. This is World Class performance compared to 560 large Cons. Staples companies worldwide.
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IHH Healthcare Berhad (IHH MK): Profitable Growth rank of 7 was same compared to the prior period’s 7th rank. This is below average performance compared to 370 large Health Care companies worldwide.
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The US blockade of Hormuz tightens. Amazon’s exponential capex binge. US consumer sentiment hits a 74-year low. While America sells, China buys. The average person today lives better than yesterday’s kings.
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PT Ciputra Development Tbk (CTRA IJ): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 200 large Real Estate companies worldwide.
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Seaboard Corporation (SEB US): Profitable Growth rank of 1 was up compared to the prior period’s 10th rank. This is World Class performance compared to 560 large Cons. Staples companies worldwide.
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Sri Trang Gloves (Thailand) Public Company Limited (STGT TB): Profitable Growth rank of 7 was down compared to the prior period’s 3rd rank. This is below average performance compared to 370 large Health Care companies worldwide.
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