Watching the Street Archives - Become a Better Investor

Earnings Estimate for Thailand Lowest in Five Years

By Become a Better Investor | June 5, 2017 |

Analysts have had positive recommendations on Thailand for 5 years now, and it’s currently a “buy” in Asia. Although, growth estimates are the lowest they’ve been in five years.

Years of Earnings Underperformance Lead to Singaporean ‘Sell’

By Become a Better Investor | January 31, 2017 |

Consensus recommendations on Singapore have gone from a “Buy” in the 2014-2015 period to the current recommendation of “Sell”—a massive fall.

On Heels of Ringgit Depreciation, Analysts Scorn Malaysia

By Become a Better Investor | January 25, 2017 |

Analysts are now negative on Malaysia once again after the Ringgit has continued to depreciate. Analysts now, however, expect 6% upside over the next 12 months vs 3% in August.

Philippines: Strongest ‘Buy’ in Asia

By Become a Better Investor | January 23, 2017 |

We can see that the bottom-up country relative consensus recommendation is currently a maximum level “Buy” for the Philippines. The consensus EPS growth estimates have been stable over the last five years at about 11% on average.

Korean Analysts Predict 28% Upside

By Become a Better Investor | January 19, 2017 |

Analysts in Korea are the most optimistic they’ve been in quite awhile. Expected return implied by target prices are in an uptrend for the first time since 2015. The 12-month forward return sits at 28%.

Taiwan a Heavy Sell: Analysts

By Become a Better Investor | January 17, 2017 |

Taiwan has the most negative analyst recommendations in Asia. It’s an extreme relative to all the other countries in Asia. Consensus target prices remain dim.

Thailand Still a ‘Buy’ in Asia

By Become a Better Investor | January 11, 2017 |

Analysts have had positive recommendations on Thailand for 5 years now, and it’s currently a “buy” in Asia.

Steady Momentum Could Soon Make Indonesia a ‘Buy’

By Become a Better Investor | January 9, 2017 |

Analyst recommendations have gradually improved over the past five years, and now Indonesia is on the verge of a “buy” recommendation.

Analysts Less Negative on China Heading into 2017

By Become a Better Investor | January 3, 2017 |

Watching the Street is our analysis of analyst consensus. Analysts have turned more optimistic on China after having the weakest recommendation in Asia 2014-15.

Analysts Remain Neutral on India

By Become a Better Investor | December 28, 2016 |

India hasn’t been a “buy” in Asia for the past 5 years. But recently, analysts have moved it from “sell” to “neutral”.