Overall, the Philippines appears relatively unattractive in Asia. But the Consumer Discretionary sector went up by 312% and Info Tech went up by 118% in the past 90 days. What happened?
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In our Top 5 this week, we analyze index turnover, reveal why financial trends persist, and remind ourselves of the positive aspects of risk aversion. All this and more…
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Malaysia has relatively fast GDP growth, driven mainly by private consumption and private investments. Malaysia is not cheap on PE or PB. Fundamentals aren’t impressive, slightly below Asia ex Japan, but decent dividend yield.
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Singapore has moderate GDP growth, driven by the private sector. Singapore’s 2018CE* 13.9x PE is in line with Asia ex Japan and below ASEAN. EPS growth is in line with Asia ex Japan for 2018CE* but above ASEAN.
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Indonesia has good GDP growth, driven mainly by private consumption and secondly investments. Indonesia has the highest ROE in Asia. This is also reflected in the valuation, Indonesia’s 2018CE* 2.9x PB is the highest in Asia ex Japan.
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The CFA exams are favored as one of the top financial services qualifications to achieve—across the world. A common misconception is held though that simply passing the exams will help you get higher pay.
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In our Top 5 this week, we see if there’s money in gold assets, debate the ironies of luck and risk, and build our attention muscle up against cognitive biases. All this and more…
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SPCG Public Company Limited is a Thai solar farm and roof developer and a solar power generator. In the past 12 months, SPCG ranked among the top 30 of 150 medium-sized Utilities globally.
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Siam Cement Public Company Limited has three strategic business units and plants in Thailand, Cambodia, Vietnam, Indonesia, Myanmar, China and Laos. Profitable Growth has been good in recent years, ranked between #2 and #3 since 2013.
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GDP growth in Thailand is moderate, driven by investments. The Thai market trades slightly above Asia ex Japan and in line with ASEAN markets at 2018CE* 15.6x PE. Overall, Thailand appears most attractive in Asia.
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