Learning that drives better investment decisions

Uni-President Enterprises – World Class Benchmarking

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Uni-President Enterprises Corporation (1216 TT): Profitable Growth rank of 8 was down compared to the prior period’s 7th rank. This is below average performance compared to 590 large Cons. Staples companies worldwide.

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Realtek Semiconductor – World Class Benchmarking

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Realtek Semiconductor Corporation (2379 TT): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 690 large Info Tech companies worldwide.

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RATCH Group – World Class Benchmarking

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RATCH Group Public Company Limited (RATCH TB): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 300 large Utilities companies worldwide.

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Double Check the Worst Case with Scott Carson

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My Worst Investment Ever: Scott and a consortium invested in distressed home loans in Chicago. The deal went south and legal proceedings dragged on. He bought out fellow investors and closed the deal, but lost US$250,000 in the process.

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First Gen – World Class Benchmarking

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First Gen Corporation (FGEN PM): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 300 large Utilities companies worldwide.

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Sino-Thai Engineering & Construction – World Class Benchmarking

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Sino-Thai Engineering & Construction Public Company Limited (STEC TB): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 1,480 large Industrials companies worldwide.

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PTG Energy – World Class Benchmarking

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PTG Energy Public Company Limited (PTG TB): Profitable Growth rank of 5 was up compared to the prior period’s 7th rank. This is average performance compared to 350 large Energy companies worldwide.

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Net Margin Appears to Have Peaked in Developed Markets but Not in Emerging

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Chart of the Day: Emerging markets’ net margin is still below peaks before the Asian and Global Financial Crises. Net margin in Developed markets is still at the highest it has been in over two decades–remains a risk.

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Indonesia and Philippines Remain Attractive, Now Joined by Singapore

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Chart of the Day: Indonesia and the Philippines still appear attractive but has switched place, and joined by Singapore. China has moved to unattractive from attractive.

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VMC: What Is Free Cash Flow to the Firm?

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Free cash flow to the firm (FCFF) is the cash flow that a company is ‘free’ to distribute to all providers of money (both, debt and equity) without damaging its growth opportunities.

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