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Philippine Conglomerate with Great Profitability

By Become a Better Investor | Sep 26, 2018

DMCI Holdings Incorporated is a major Philippines-based conglomerate with power, construction, real estate and the largest coal mine in the country. The company’s Profitable Growth has persistently ranked at #2 over the years, which is in the top 292 out of 1,460 large Industrials companies worldwide.

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VMC: Mistake #9: Not Properly Fading the Return on Invested Capital

By Andrew Stotz | Sep 25, 2018
#ValuationMasterClass

The final mistake, #9, takes us into when analysts don’t properly fade the return on invested capital. Most analysts forecast that high-return companies will maintain high-level profits and low-return companies will retain their low-level ones.

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Consistently Great Profitability at Chularat Hospital

By Become a Better Investor | Sep 24, 2018

Chularat Hospital Public Company Limited operates seven clinics and four hospitals in Thailand. Profitable Growth has been great over the years, and in the past 12 months, the company ranked in the top 144 out of 720 small Health Care companies worldwide.

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High-Risk Factor Alternatives

By Become a Better Investor | Sep 21, 2018
Top 5 of the Week of September 17 - Become a #betterinvestor

In our Top 5 this week, we examine equity market neutral strategies, discuss the hot topic in investing right now, and touch on who needs an investing philosophy. All this and more…

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Falling Profitable Growth at Delta Electronics Thailand

By Become a Better Investor | Sep 20, 2018

Delta Electronics (Thailand) Public Company Limited is a manufacturer and exporter of electronic components and power supplies. Its factories are located in Thailand, India and Slovakia, and its main R&D facilities are in Thailand and Germany. Profitable Growth ranked #1 in 2014-2015 but the rank has fallen since.

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Hot Pots Deliver Excellent Profitable Growth

By Become a Better Investor | Sep 19, 2018

MK Restaurant Group Public Company Limited is a Thailand-based restaurant chain company. It franchises MK Suki (Japanese-style hot pot) restaurants outside Thailand in Japan, Vietnam, Indonesia, and Singapore. Profitable Growth has been great at MK over the years.

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VMC: On the Rise of CFA Candidates in Asia

By Andrew Stotz | Sep 18, 2018
#ValuationMasterClass

The CFA program has long been viewed as an essential qualification for anyone hoping to enter the lucrative world of investment banking. First conceived in 1942, the CFA program is now one of the US’s most successful exports. And in Asia, the credential is becoming ever more highly prized.

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Good Profitability at Major Cineplex Group

By Become a Better Investor | Sep 17, 2018

Major Cineplex Group Public Company Limited is Thailand’s leading lifestyle entertainment company. In the past 12 months, MAJOR ranked among the top 396 out of 1,320 medium-sized Consumer Discretionary companies worldwide.

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Active Management: A Dead Industry Walking

By Become a Better Investor | Sep 14, 2018
Top 5 of the Week of September 10 - Become a #betterinvestor

In our Top 5 this week, we look at Steve Einhorn’s bear market checklist, examine data over dogma, and discuss investing heroes. All this and more…

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United Paper’s Profitable Growth Has Benefited from Tight Global Paper Supply

By Become a Better Investor | Sep 13, 2018

United Paper Public Company Limited is a Thai group involved in the manufacture and distribution of cardboard for paper boxes and kraft paper for the packaging used inside cardboard boxes. Profitable Growth has been in an improving trend after the dip to #6 in 2015.

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