Posts by Andrew Stotz
Earnings in Thai Non-Financials Have Started to Turn
Chart of the Day: In 2012, earnings rebounded following the flood in 2011. Year-to-date, Thai non-financials grew earnings faster than the global average and Asia has been flat.
Read MoreThai Fundamentals Above the Global Average
Chart of the Day: Hong Kong has the highest net margin, but lowest efficiency. Taiwan has the highest efficiency, but relatively thin net margin. Thailand is alone in Asia to be above the world on both measures.
Read MoreUS Govt Debt Is Massive and Shows No Sign of Reversing
Chart of the Day: In September 2017, US Government debt passed US$20trn. Annual 2009-13 average US$1trn deficit spending added nearly US$5trn. Interest is US$449bn/year, debt is US$62,200/person.
Read MoreEmerging Asia Has the Strongest Momentum
Chart of the Day: Emerging Asia has had the highest revenue growth in the past 12 months, as well as the best price performance in the past 6 months. Emerging Europe had the poorest revenue growth.
Read MoreIndonesian Banks Have the Highest Net Interest Margin in Asia
Chart of the Day: Indonesian banks have almost double net interest margin versus the Philippines that has the second highest. This is partially due to higher interest rate levels in Indonesia.
Read MoreBusiness Valuation Guide: Cash Levels at Consumer Staples Companies in Asia
In company valuation, you start with forecasting and this research can help you to better forecast the balance sheets of companies. In this business valuation guide, you’ll learn about cash levels in the Consumer Staples sector across developed, emerging, and frontier markets in Asia.
Read MoreBusiness Valuation Guide: Cash Levels at Consumer Discretionary Companies in Asia
In company valuation, you start with forecasting and this research can help you to better forecast the balance sheets of companies. In this business valuation guide, you’ll learn about cash levels in the Consumer Discretionary sector across developed, emerging, and frontier markets in Asia.
Read MoreSuperlon Holdings Berhad – Fan Request
Malaysia on Demand: A fan requested to see the World Class Benchmarking of Superlon Holdings Berhad, so here it is. Profitable Growth has returned to World Class for Superlon Holdings, driven mainly by high Profitability in terms of return on assets.
Read MoreCash Levels in Asia by Sector – Consumer Discretionary
We’ve been considering the cash levels at companies around the world. This post looks into how much cash is held in Asian Consumer Discretionary. The benefit of this research is that it can help us to better forecast the balance sheets of Asian companies in this sector.
Read MoreInfo Tech Companies Have Massive Amounts of Cash
We have been considering the causes of the cash levels at companies around the world. In this post, we look into how much cash is held at companies in various sectors.
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