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.
Read MorePT 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.
Read MoreCaring 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.
Read MoreValuation Master Class Student Essay: Cyclical companies have different characteristics compared to non-cyclical companies. One of the main differences is that these companies have volatile earnings due to economic conditions.
Read MoreHAUS Talks is a public speaking initiative created to support good ideas, share knowledge, experiences and network with likeminded people in Bangkok. Andrew shares the six most common mistakes he has learned from more than 180 My Worst Investment Ever podcast interviews – real-life, heartbreaking tales of loss and learning.
Read MoreAll Weather Strategy: The All Weather Strategy has slightly underperformed World equity in terms of return but at a much lower risk. Equity has some near-term support, and we have a 65% target allocation; Japan is overweight. Continued geopolitical tensions and coronavirus outbreak make us continue to like gold.
Read MoreSBS Transit Limited (SBUS SP): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 1,500 large Industrials companies worldwide.
Read MorePT Jakarta Setiabudi Internasional Tbk (JSPT IJ): Profitable Growth rank of 4 was down compared to the prior period’s 2nd rank. This is above average performance compared to 890 small Cons. Disc. companies worldwide.
Read MoreSAM Engineering & Equipment (M) Berhad (SEQB MK): Profitable Growth rank of 3 was down compared to the prior period’s 1st rank. This is above average performance compared to 1,440 medium Industrials companies worldwide.
Read MoreFirst Sponsor Group Limited (FSG SP): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 340 medium Real Estate companies worldwide.
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