Chart of the Day: Globally, analysts have on average been 22% wrong in their EPS forecasts. Thai analysts have been slightly more inaccurate on average at 24%. Remember, YAAW!
Read More
Chart of the Day: In Thailand, the asset turnover of the average company has been 90%. Thailand went from a low of 46% around the Asian Financial Crisis to a high of 117% around the Global Financial Crisis.
Read More
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.
Read More
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…
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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…
Read More
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.
Read MoreAS SEEN ON:
