CK Power Public Company Limited is the first power development and distribution company to be listed in Thailand and about 61% of its total installed capacity of 425 MW comes from its stake in a hydroelectric power generation plant in Laos. Profitable Growth was terrible in 2015 and 2016 but has improved to #1.
Read More
I said, “you are right, I will fix that tonight, but that mistake does not change my buy argument for that stock and the sector overall.” My confidence allowed me to stop his argument and get back to my message.
Read More
Petronas Dagangan Berhad is the petrol retailer and marketing subsidiary arm of Petronas, the national oil and gas conglomerate of Malaysia. Profitable Growth has improved from an average rank in 2014 to rank in the top 20% in all the subsequent years.
Read More
In our Top 5 this week, we consider the long-game and the game of markets, discuss who your real competition is, and uncover the problem with being numb to inflation. All this and more…
Read More
Singapore Technologies Engineering Limited is a Singapore software and engineering company with major focus on electronics and aerospace. In the past 12 months, STE ranked in the top 450 out of 1,500 large Industrials companies worldwide.
Read More
Most people read textbooks or attend university lectures to understand valuation theory, but the reality is that actual valuation work is very, very different from theory. Many people think “well I’ll just learn valuation on the job.” WRONG.
Read More
Jollibee Foods Corporation owns, franchises, and manages a network of fast food chains under the brands Jollibee, Chowking, and Mang Inasal among others. In the past 12 months, JFC ranked in the top 381 out of 1,270 large Consumer Discretionary companies worldwide.
Read More
TPCH is the holding company for six biomass power plants, making it the biggest such power plant group in Thailand. In the past 12 months, TPCH ranked in the top 30 out of 100 small Utilities companies worldwide.
Read More
In our Top 5 this week, we look at the wild times in the market, discuss the problem with learning the wrong lessons, and consider the uncertainty of market valuation. All this and more…
Read More
SVI Public Company Limited is a Thailand-based electronics manufacturing services (EMS) company that provides a turnkey box-build assembly process. Profitable Growth at SVI has been about average since 2016. In the past 12 months, SVI ranked in the top half among 1,120 medium-sized Information Technology companies worldwide.
Read MoreAS SEEN ON:
