Chart of the Day: In the past 12 months, net margin has fallen from its peak in Developed markets. Emerging markets’ net margin has been below Developed since 2010. It has fallen more in 2018 and the past 12 months as well.
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PT Selamat Sempurna Tbk (SMSM IJ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,320 medium Cons. Disc. companies worldwide.
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PT Pembangunan Jaya Ancol Tbk (PJAA IJ): Profitable Growth rank of 4 was same compared to the prior period’s 4th rank. This is above average performance compared to 890 small Cons. Disc. companies worldwide.
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Chart of the Day: Indonesia and Singapore remain attractive. China has moved to attractive from moderate, and Thailand has moved to unattractive from moderately attractive.
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ViTrox Corporation Berhad (VITRO MK): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 1,040 small Info Tech companies worldwide.
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Overall, Thailand appears unattractive in Asia considering all our four elements: Fundamentals, Valuation, Momentum, and Risk (FVMR). As of 3Q19 Thailand has moderate GDP growth; slowdown from as of 2Q19, 1Q19, and 4Q18.
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Scientex Berhad (SCI MK): Profitable Growth rank of 3 was down compared to the prior period’s 2nd rank. This is above average performance compared to 820 large Materials companies worldwide.
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PT Unilever Indonesia Tbk (UNVR IJ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 600 large Cons. Staples companies worldwide.
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Chart of the Day: In 2019, Asian markets were up except for Malaysia. Taiwan was the strongest performer. For foreign investors, Thailand showed a positive return as the Baht strengthened significantly.
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SM Prime Holdings Incorporated (SMPH PM): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 210 large Real Estate companies worldwide.
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