PT Delta Djakarta Tbk (DLTA IJ): Profitable Growth rank of 2 was down compared to the prior period’s 1st rank. This is World Class performance compared to 300 small Consumer Staples companies worldwide.
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Valuation Master Class Student Essay: When it comes to money and investing decisions, we are not always as rational as we think we are; therefore, in this essay, I will expand about investors’ behavior in the stock market.
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Andrew interviews Teerasan Dutiyabodhi, Executive Vice President at TMB Asset Management about his and his company’s views on investing. In the interview, TMB Aggregate Bond Fund is discussed in more detail as well as what role fixed income plays in a portfolio in general.
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Chart of the Day: China has a lower share of loss-makers, though it’s high compared to its past and could be getting worse. On the other side of the spectrum, in Japan only 10% of companies are loss-makers, hence, companies appear to be in better shape there.
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Chart of the Day: The Energy sector is by far the worst both relative to its past and others. Part of the explanation is the lower oil price. Utilities appear to be in a relatively good shape.
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After working in management consulting at Anderson Consulting and as an investment banker for 10 years at Phatra-Merrill Lynch, Kaveepan Eiamsakulrat decided to enter the real estate business after the 1997 Asian Financial Crisis with the land his father accumulated over time.
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Chart of the Day: The percentage of loss-making companies in the past 12 months is higher than in the GFC in EM. The share is higher than in the aftermath of the GFC (2009-2011) in both worlds.
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Chart of the Day: The percent of loss-making companies in EM has surpassed DM and is the highest it has been during this period. Share of loss-makers is rising in both worlds.
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PT Siantar Top Tbk (STTP IJ): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 520 medium Cons. Staples companies worldwide.
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Caring Pharmacy Group Berhad (CARING MK): Profitable Growth rank of 5 was down compared to the prior period’s 4th rank. This is average performance compared to 520 medium Cons. Staples companies worldwide.
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