Chart of the Day: Thai firms have on average generated 18% gross profit margin. Thailand is more similar to China and Vietnam which are other markets more focused on manufacturing and less on branding.
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In our Top 5 this week, we discuss the problem with following investment advice, reveal the market’s great financial gifts, and examine the recent stock fall. All this and more…
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Chart of the Day: Over a decade we can’t see a complete mean reversion but the profitability regresses toward the mean. In other words, Stars tend to remain Stars and Dogs tend to stay Dogs.
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Chart of the Day: While Vietnam has become a hot and interesting market with about 800 listed stocks, virtually 90% of stocks have almost no trading.
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Chart of the Day: Vietnam has shown a 21% gross profit margin on average over the past 10 years. Still, Vietnam has delivered a higher net margin over the same period.
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Chart of the Day: Over the past 18 years, the gross profit margin among non-financials averaged about 28%. Telecoms have had the highest gross profit margin, Utilities the lowest.
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In our Top 5 this week, we discuss emotions and retirement planning, examine supply and demand’s impact on markets, and consider the future of Fed rates. All this and more…
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Chart of the Day: The cash conversion cycle in China fell in the 2000s and was in line with the global average around the global financial crisis. In China, receivables collection days fell a lot before the global financial crisis.
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Chart of the Day: Developed markets net margin more driven by one-off US tax cuts. Net margin in Developed markets is the highest it has been in over two decades – a risk.
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Chart of the Day: Overall, Asian markets fell in 9M18 and only two markets saw positive returns in terms of USD. Thailand improved to being the top-performing market in Asia compared to being #7 in 1H18.
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