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Learning that drives better investment decisions

Active Funds: Are They Bacon Savers?

By Become a Better Investor | Mar 23, 2018
Top 5 of the Week of March 19 - Become a #betterinvestor

In our Top 5 this week, we ask if factors are better than asset classes, discuss collectibles as investments, and see if active stock funds will “save your bacon.” All this and more…

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It’s Not All about Facebook and Instagram Ads Nowadays

By Become a Better Investor | Mar 22, 2018

Master Ad Public Company Limited produces and provides outdoor advertising media services throughout Thailand, and has a 35% share of the local market. Profitable Growth has been stable in the top 3 and ranked at #2 in the past 12 months.

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Growth at Banpu Has Been Driven by Improving Net Margin

By Become a Better Investor | Mar 21, 2018

Banpu Public Company Limited operates coal-related businesses ranging from exploration and development to production of coal. Its coal reserves are in Indonesia, China, and Australia. BANPU’s presence in Indonesia is through its 65%-owned subsidiary PT Indo Tambangraya Megah Tbk (ITMG IJ).

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Cyclical Companies Are 29% of the Thai Market

By Andrew Stotz | Mar 20, 2018
Cyclical companies are 29% of the #Thai #market | #ChartOfTheDay

Chart of the Day: The Thai market is heavy in Materials and Energy, the sectors account for 29% of the total market cap. India, China, and Indonesia are heavier in these two sectors relative to Asia ex Japan as well.

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Thailand Has a Slow Rise from a Deflationary Period

By Andrew Stotz | Mar 19, 2018
#Thailand has a slow rise from a deflationary period | #ChartOfTheDay

Chart of the Day: 2014-2016 was a deflationary time in Thailand. Inflation has been much lower in Thailand than the world and Asia over the last few years. Hardly rising.

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Getting Your Head Around Second-Level Thinking

By Become a Better Investor | Mar 16, 2018
Top 5 of the Week of March 12 - Become a #betterinvestor

In our Top 5 this week, we look at what to own over the next decade, wrap our heads around second-level thinking, and reveal how to ride out bear markets. All this and more…

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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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