Chart of the Day: ASEAN has a low correlation to the US, Developed Europe, and China A-shares. In addition, ASEAN is the least volatile region. A good region, when you want to play defense.
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Chart of the Day: In Asia, inflation is the highest in Indonesia, Hong Kong, and China. In Asia, inflation is the lowest in Korea, Taiwan, and Thailand.
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Chart of the Day: Indonesia, Singapore, and the Philippines remain attractive in Asia. China has moved to moderate from unattractive, and Thailand remains moderately attractive.
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Overall, Thailand appears moderately attractive in Asia considering all our four elements: Fundamentals, Valuation, Momentum, and Risk (FVMR). GDP growth in Thailand is moderate, driven by investments and private consumption.
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Strong Baht thanks to current account surplus, high foreign reserves, and low inflation. A stable and strong currency is beneficial to some investors, and Thailand exports should gain from the US-China trade war but, two pillars of the Thai economy (exports and tourism) are hurt by the strong Baht. Expect the Bank of Thailand (BOT) to have to continue to lower rates.
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Chart of the Day: The level of inversion of the yield curve is one of the most powerful predictors of future economic growth, inflation, and recessions.
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MediaTek Incorporated (2454 TT): Profitable Growth rank of 6 was same compared to the prior period’s 6th rank. This is below average performance compared to 680 large Info Tech companies worldwide.
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A core function of sell-side analysts is to provide earnings estimates, target prices, and recommendations. Investors often rely on this information to make investment decisions. No one is always right but analysts as a group—consensus—should be quite smart.
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YiChang HEC ChangJiang Pharmaceutical Company Limited (1558 HK): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 390 medium Health Care companies worldwide.
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Bosideng International Holdings Limited (3998 HK): Profitable Growth rank of 4 was up compared to the prior period’s 5th rank. This is above average performance compared to 1,190 large Cons. Disc. companies worldwide.
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