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Learning that drives better investment decisions

Not Only Tapping the Thai Tap Water Market

By Become a Better Investor | Mar 15, 2018

Under concession from the Provincial Waterworks Authority, TTW runs water to businesses in Nakhon Pathom and Samut Sakhon provinces with a capacity of 440,000 m3 per day. Profitable growth has been excellent since 2013, consistently ranked among the best.

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Thai Operator of Indonesian Coal Mines

By Become a Better Investor | Mar 14, 2018

The Lanna Resources Public Company Limited is a Thai company engaged in the production and distribution of coal from mines located in Indonesia. Profitability and Growth ranked at no. 2 in the past 12 months after great improvements over the years.

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Population and Stock Markets across ASEAN

By Andrew Stotz | Mar 13, 2018

Chart of the Day: Infographic of the top 5 ASEAN markets showing population, median age, population growth, and the number of investable stocks in each stock market.

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Close to 700 Investable Stocks in ASEAN

By Andrew Stotz | Mar 12, 2018

Chart of the Day: 3,016 instruments available, 663 or 22% of which are liquid. Singapore, Philippines, and Indonesia have more concentrated markets. Thailand has the largest number of liquid instruments.

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Free Live Events with Andrew Stotz in Bangkok Week of 12 March 2018

By Become a Better Investor | Mar 9, 2018

Live Event: During the week of March 12, Andrew Stotz will have two events in Bangkok. All events are free to attend and we invite you to join us!

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Behavioral Economics: How Things Have Changed

By Become a Better Investor | Mar 9, 2018
Top 5 of the Week of March 5 - Become a #betterinvestor

In our Top 5 this week, we look at Michael Porter’s value investing ideas, uncover the best ways to avoid investment disasters, and check out dollar-cost averaging. All this and more…

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Philippines and Malaysia Are Expected to See the Highest Population Growth in ASEAN

By Andrew Stotz | Mar 8, 2018

Chart of the Day: By 2050, Indonesia, Malaysia, and the Philippines are expected to have seen 25-48% population growth and relatively high labor force participation. This gives an optimistic outlook for economic growth in ASEAN.

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In the next 30 Years, ASEAN Demographics Supports Good Economic Growth

By Andrew Stotz | Mar 7, 2018

Chart of the Day: By 2050, the ASEAN population is expected to grow by 26%, much more than Asia ex Japan. The larger share of youngsters in ASEAN is also expected to make it have a larger share of the population in the labor force.

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Is the Demographic Trend Your Friend?

By A. Stotz Investment Research | Mar 6, 2018

The idea behind the MY ratio is that a large middle-aged population who want to invest should drive up prices of investment securities. The MY ratio has had strong correlation, 86%, to the PE of the US market since 1973.

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Century Pacific Food Inc. – Fan Request

By Become a Better Investor | Mar 5, 2018

Philippines on Demand: A fan requested to see the World Class Benchmarking of Century Pacific Food Inc., so here it is. Profitable Growth has fallen to #3 from #1 in 2014. CNPF ranked among the top 171 out of 570 medium Consumer Staples companies.

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