PT Mitra Adiperkasa Tbk operates over 2,200 retail stores in 69 cities in Indonesia. Its license portfolio includes 150 brands and over 100 retail concepts. Profitable Growth has largely ranked below average.
Read More
In our Top 5 this week, we look at how to boost returns to beat index funds, discover how to increase portfolio longevity, and explore the low-volatility paradox…
Read More
China Sunsine Chemical Holdings Limited is the top manufacturer of rubber accelerators and other chemicals used in rubber production. Profitable Growth has improved since 2013 and has maintained its excellent ranking at #1 in the past 12 months.
Read More
PT Aneka Tambang Tbk is an Indonesian SOE engaged in mining, refining, and processing of metals including nickel ore, gold, silver, and bauxite. It is the largest nickel producer by capacity in the country, although precious metals account for nearly 2/3 of the group’s revenue.
Read More
As a financial analyst, your job is to enable someone to share your vision of the future. To give them a glimpse into a world that does not yet exist. This is a difficult task, and it takes your entire career to learn to do this effectively.
Read More
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?
Read More
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…
Read More
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.
Read More
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.
Read More
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.
Read MoreAS SEEN ON:
