Stocks
A Tale of Two Health Companies: Bumrungrad vs ZMC
VIDEO BLOG: The healthcare sector has long been one of the most consistently solid performers around the globe. However, that certainly doesn’t mean that every health and medical investment is created equal – and that’s particularly true on a global scale. Take for instance Bumrungrad Hospital in Bangkok, Thailand and Zhejiang Medicine Co. in China.
Read MoreFinding Value in Today’s Slowing Consumer Sector
VIDEO BLOG: Though the consumer discretionary sector has been slowing, there is still strong and stable profitability in emerging markets.
Read MoreUnilever Indonesia generates a 130% ROE
Unilever in Indonesia generates an amazingly high level of profitability, with a return on equity (ROE) of more than 100%. What’s more, this large-cap stock has low correlation with Western stock markets, low volatility compared with other Indonesian stocks, and strong earnings momentum
Read MoreSheng Siong Group Limited – a Singaporean Mid-Cap with Strong Momentum
This third largest supermarket chain in Singapore, Sheng Siong Group Limited, has 35 outlets and steady EPS growth. This mid-cap stock has strong profitability, low volatility, no debt and good price momentum, though this combination does not come cheap. I like the steady, defensive nature of its business and its slow rise in net profit margin over the past two years.
Read MoreProfit from Pessimism: Finding Value When a Company’s Outlook is Poor
My research covering 4,000 companies across the world shows that, over the past 22 years, financial analysts have been wrong in their earnings forecasts about 33% of the time.
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