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.

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.

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.

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.

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.

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.

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.

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.

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.

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.