Shenzhou International Group Holdings Limited (2313 HK): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,190 large Cons. Disc. companies worldwide.
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Press Metal Aluminium Holdings Berhad (PRESS MK): Profitable Growth rank of 4 was same compared to the prior period’s 4th rank. This is above average performance compared to 780 large Materials companies worldwide.
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NagaCorp Limited (3918 HK): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,190 large Cons. Disc. companies worldwide.
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MBM Resources Berhad (MBM MK): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 1,220 medium Cons. Disc. companies worldwide.
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Since 1994, most regions and Asian markets have had a value premium. However, in the past 10 years, we’ve seen an extraordinary bull market where growth has beaten value in most periods. Might be time for value to start outperforming.
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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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