Valuation 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.
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HAUS 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.
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All 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.
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SBS 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.
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PT 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.
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SAM 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.
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First 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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PT Industri Jamu dan Farmasi Sido Muncul Tbk (SIDO IJ): Profitable Growth rank of 2 was down compared to the prior period’s 1st rank. This is World Class performance compared to 520 medium Consumer Staples companies worldwide.
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Dialog Group Berhad (DLG MK): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 1,440 medium Industrials companies worldwide.
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Genting Singapore Limited (GENS SP): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 1,240 large Consumer Discretionary companies worldwide.
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