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Learning that drives better investment decisions

Out of 800 Listed Stocks in Vietnam, 80 Are Liquid

By Become a Better Investor | Nov 7, 2018

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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High Net Margin in Vietnam Thanks to Lower Operating Expenses

By Become a Better Investor | Nov 6, 2018

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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Long-Term Gross Profit Margin by Global Sector

By Become a Better Investor | Nov 5, 2018

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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“Rates Are Up and Bonds Are Down”

By Become a Better Investor | Nov 2, 2018
Top 5 of the Week of October 29 - Become a #betterinvestor

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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Higher Cash Conversion Cycle in China

By Become a Better Investor | Nov 1, 2018

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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Continued Uptrend in Net Margin, but Nearing Peak in Developed Markets

By Become a Better Investor | Oct 31, 2018

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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Only Thailand and Taiwan Showed Positive USD Returns in 9M18

By Become a Better Investor | Oct 30, 2018

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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Good Sales Trend at Japfa Comfeed Indonesia

By Become a Better Investor | Oct 29, 2018

PT Japfa Comfeed Indonesia Tbk is the second-largest poultry feed producer in Indonesia, with around a 22% market share. Sales growth has improved since 2015 and in the most recent period, it ranked at #2.

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Solving the Hedge Fund Outperformance Mystery

By Become a Better Investor | Oct 26, 2018
Top 5 of the Week of October 22 - Become a #betterinvestor

In our Top 5 this week, we look at the inconsistent nature of Mr. Market, discuss what can impact learned behavior, and examine the end of outperformance in hedge funds. All this and more…

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Great Profitability in ASEAN Dairy and Soft Drinks

By Become a Better Investor | Oct 25, 2018

Fraser & Neave Holdings Berhad’s main businesses are the manufacture and sale of soft drinks and dairy products in Malaysia and Thailand. In the past 12 months, FNH ranked among the top 177 out of 590 large Consumer Staples companies worldwide.

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