Chart of the Day: US net margin has recorded its highest peak since 1990. While net margin has been on the rise, efficiency has fallen. Fed’s policy of low interest rates has led to malinvestments, reducing efficiency.
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Chart of the Day: The US market has traded in cheaper EV/EBITDA ranges 87% of the past 336 months. Historically, EV/EBITDA at this high level has led to negative subsequent returns on average.
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International Container Terminal Services, Inc. is an international operator of common user container terminals and serves the global container shipping industry. Profitable Growth has fluctuated below the average level since 2015.
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Kunlun Energy Limited is a Hong Kong-listed subsidiary of PetroChina (857 HK), the largest oil and gas producer in China and one of the biggest globally. Profitable Growth has been mostly average, ranked at either #5 or #6 throughout the years.
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In our Top 5 this week, we look at the subject of power and thrift, examine generating alpha through beta funds, and uncover investing lessons from a poker player. All this and more…
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GS Retail Company Limited is a Korea-based company founded in 1971. It engages mainly in franchise chain and convenience stores. Profitable Growth has fallen from an already unimpressive rank of #6 in 2014 to be among the worst in the past 12 months.
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Thai Union Group Public Company Limited has top global market share in frozen and canned seafood and sells under its own and other brands. In the past 12 months, TU ranked among the worst 120 out of 600 large Consumer Staples companies worldwide.
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When I started my career, I boldly told my boss that I wanted to be voted the number one analyst in Thailand. 14 years after I set that goal, I was finally voted the number one analyst in Thailand!
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Makalot Industrial Company Limited manufactures ready-to-wear apparel. Major clients include GAP, Fast Retailing, Kohl’s, Target, and Walmart. Profitable Growth has shown great ranks over the years.
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In our Top 5 this week, we examine risk-free interest rates, look at micro and small caps’ factor investing, and reflect on the only benchmark that’s important. All this and more…
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