Posts by Andrew Stotz
Double-Digit Growth
Double-Digit Growth by Michael Treacy: Growth initiates a virtuous circle, it leads to more growth. Faster growth attracts the attention of stock market investors, who will pay more for the stock.
Read MoreWhat Are the Top Ten Stock Markets in the World?
Chart of the Day: 47,383 stock exchange-listed companies in the world; 32,962 in top 10 countries. India, China, and Korea are the emerging countries that contribute the most.
Read MoreHow Many Companies Are Listed on Stock Exchanges around the World?
Chart of the Day: There are 47 major stock exchanges in the world. Seven are in the Americas, 14 are in Asia Pacific, 26 are in Europe, Middle East, & Africa.
Read MoreDebt in Asia Is Low, Thailand’s Strong ROE Mainly Due to Higher Leverage
Chart of the Day: Asia maintains relatively low debt levels. Thailand has high ROE within Asia, partially supported by relatively high debt.
Read MoreWhat Makes Good Strategy, What Makes Bad Strategy
Good Strategy Bad Strategy: The Difference and Why it Matters by Richard P. Rumelt is a small book that you can read in a few hours. It’s clear and simple, real world, and honest.
Read MoreAsian Companies Have Less Debt than the World, USA Companies are Highly Leveraged
Chart of the Day: World level of net debt-to-equity is 56%, USA relatively high at 75%. Asia has lower risk at 42%. Philippines highest gearing in Asia at 113%, Taiwan lowest in Asia at 25%.
Read MoreThailand Return on Assets Strongest in Health Care Sector
Chart of the Day: Thailand’s 2016 return on assets a strong 5.2%. The best 2016 return on assets was in the Health Care sector, worst was Industrials sector.
Read MoreGlobal Return on Assets of 4% and Asia at 3%
Chart of the Day: Return on assets tells how much profit a company generates from the assets in place. Good for comparing companies in an industry. Disregards how the assets were financed.
Read MoreKorea & Indonesia Appear Most Attractive in Asia
Chart of the Day: Korea tops the list driven by cheap valuation, good price and fundamental momentum, and relatively low volatility. Indonesia has the highest ROE in Asia and moderately strong price momentum.
Read MorePorter’s Five Forces That Shape Business Strategy
Michael E. Porter’s five forces analysis is a framework for understanding the degree of competition in an industry. Strong forces drive down industry profitability.
The five forces model acknowledges that a company operates in a system of suppliers, customers, and existing competitors.