ACE Hardware Indonesia – World Class Benchmarking
PT ACE Hardware Indonesia Tbk (ACES IJ): Profitable Growth rank of 1 was the same compared to the prior period’s 1st rank. This is World Class performance compared to 1,320 medium Consumer Discretionary companies worldwide.
Read MoreSales Growth Slumping Globally, EPS Growth Crashing
Chart of the Day: Global revenue growth appears to have peaked in 2018. For EPS growth, it was significantly worse, and it crashed in the past 12 months.
Read MoreIFCA MSC – World Class Benchmarking
IFCA MSC Berhad (IFCA MK): Profitable Growth rank of 3 was down compared to the prior period’s 1st rank. This is above average performance compared to 1,020 small Info Tech companies worldwide.
Read MoreNet Margin Falling From Peak, Emerging Markets Getting Hit Hardest
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.
Read MoreSelamat Sempurna – World Class Benchmarking
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.
Read MorePembangunan Jaya Ancol – World Class Benchmarking
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.
Read MoreChina Appears Most attractive in Asia, Indonesia and Singapore remain attractive
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.
Read MoreViTrox Corporation – World Class Benchmarking
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.
Read MoreThailand Appears Unattractive in Asia
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.
Read MoreScientex – World Class Benchmarking
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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