All Weather Strategy: The All Weather Strategy outperformed as World equity fell in September. It appears there could be a second lockdown on the way in Europe, first out is the UK. We continue to focus on downside protection with 15% short-term gov’t bonds and 30% gold.
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Poh Kong Holdings Berhad (PKH MK): Profitable Growth rank of 5 was up compared to the prior period’s 6th rank. This is average performance compared to 1,180 medium Cons. Disc. companies worldwide.
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We take a look at the Fed’s potential moves to avoid a collapse in the US and discuss what the implications of these moves could be.
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Wooridul Pharmaceutical Limited (004720 KS): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 590 small Health Care companies worldwide.
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Prestariang Berhad (PRES MK): Profitable Growth rank of 3 was up compared to the prior period’s 5th rank. This is above average performance compared to 1,060 small Cons. Disc. companies worldwide.
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KG Chemical Corporation (001390 KS): Profitable Growth rank of 1 was up compared to the prior period’s 10th rank. This is World Class performance compared to 720 large Materials companies worldwide.
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Uncovered Asia: Watch the Uncovered Asia video to learn more about the latest developments in this Indonesian media company, and what has driven up the share price recently.
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Uncovered Asia: Recently, Alibaba increased its stake in YTO Express (International) Holdings Limited to 22.5% from 10.5%. Watch the Uncovered Asia video to learn more about the latest developments, and what has driven up the share price recently.
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Uncovered Asia: Posco ICT Company Limited is a net cash company with stable 2020 growth. Watch the Uncovered Asia video to learn more about the latest developments in this Korean company, and what has driven up the share price recently.
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Soulbrain Holdings Company Limited (036830 KS): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 720 large Materials companies worldwide.
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