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Indonesian Banks Have the Highest Net Interest Margin in Asia

By Andrew Stotz | Sep 19, 2017
Indonesian #banks have the highest net interest margin in #Asia

Chart of the Day: Indonesian banks have almost double net interest margin versus the Philippines that has the second highest. This is partially due to higher interest rate levels in Indonesia.

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Strong Momentum and Cheap Valuation in Indian Materials

By Become a Better Investor | Sep 18, 2017

The overall Indian market trades above the world on 2017 PE and PB. The Materials sector appears cheap on PEG and has strong price and earnings momentum.

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R.I.P Value Investing?

By Become a Better Investor | Sep 15, 2017
Top 5 of the Week of September 11 - Become a #betterinvestor

In our Top 5 this week, we examine alternative investments, explore short-term momentum and long-term reversals, and ask if Warren Buffett has killed value investing? All this and more…

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Business Valuation Guide: Cash Levels at Consumer Staples Companies in Asia

By Andrew Stotz | Sep 14, 2017

In company valuation, you start with forecasting and this research can help you to better forecast the balance sheets of companies. In this business valuation guide, you’ll learn about cash levels in the Consumer Staples sector across developed, emerging, and frontier markets in Asia.

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Business Valuation Guide: Cash Levels at Consumer Discretionary Companies in Asia

By Andrew Stotz | Sep 13, 2017

In company valuation, you start with forecasting and this research can help you to better forecast the balance sheets of companies. In this business valuation guide, you’ll learn about cash levels in the Consumer Discretionary sector across developed, emerging, and frontier markets in Asia.

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Superlon Holdings Berhad – Fan Request

By Andrew Stotz | Sep 12, 2017

Malaysia on Demand: A fan requested to see the World Class Benchmarking of Superlon Holdings Berhad, so here it is. Profitable Growth has returned to World Class for Superlon Holdings, driven mainly by high Profitability in terms of return on assets.

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Melco International Ranks in Lowest Tier among Global Casinos

By Become a Better Investor | Sep 11, 2017

Melco International Development Limited is ranked as the eighth-largest gaming company in the world by casino revenue. Profitable Growth dropped to the worst from being World Class in 2012-2013.

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Cash Levels in Asia by Sector – Consumer Discretionary

By Andrew Stotz | Sep 8, 2017

We’ve been considering the cash levels at companies around the world. This post looks into how much cash is held in Asian Consumer Discretionary. The benefit of this research is that it can help us to better forecast the balance sheets of Asian companies in this sector.

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No, The World Isn’t Flatter

By Become a Better Investor | Sep 8, 2017
Top 5 of the Week of September 4 - Become a #betterinvestor

In our Top 5 this week, we look at lessons from Camp Kotok, learn how to manage the sequence of return risk, and discover the world isn’t flat. All this and more…

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All That Lo Mein You Eat Is Making Fufeng Group Rich

By Become a Better Investor | Sep 7, 2017

Fufeng Group Limited is a Chinese-based company focused on manufacturing amino acids, from which it produces the biggest worldwide sales of MSG. Fufeng’s Profitable Growth ranking improved to top 3 over the last year.

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