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Learning that drives better investment decisions

Philippines & Indonesia Had a High ‘Dream Factor’

By Become a Better Investor | Feb 24, 2017

Chart of the Day: We consider five components of stock market return: Inflation, dividend yield, real book-value growth, share dilution and the “Dream Factor”.

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10 Stocks Reduces Risk by 80% in Asia

By Become a Better Investor | Feb 23, 2017

Chart of the Day: At 10 stocks you have reduced risk by 80%. Adding more than 30 stocks to your portfolio gives limited additional benefits though.

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PCB Maker’s Profits Soar under Heir’s Direction

By Become a Better Investor | Feb 22, 2017

Founded in 1982, KCE Electronics Public Company Limited develops, manufactures and distributes printed circuit boards (PCBs) and inks for circuit boards, as well as recycling the chemicals used in making PCBs. KCE ranks among the best 117 of 1,170 medium-sized Info Tech companies worldwide

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Diversification Is a Balancing Act

By Become a Better Investor | Feb 22, 2017

Chart of the Day: Diversification is necessary to reduce risk, but too much diversification reduces chances of outperformance. It is a balance between risk and return.

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China Communications Services Is Still Average

By Become a Better Investor | Feb 21, 2017

China Communications Services Corporation Limited’s (CCS) customers include the “Big 3” Chinese Telecoms: China Telecom, China Mobile and China Unicom. Profitable Growth has been below average at CCS until the past 12 months.

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Ranked among the Top 14 Small Utilities Worldwide

By Become a Better Investor | Feb 20, 2017

TPC Power Holding PCL focuses on electricity generation and distribution from biomass. TPCH ranks among the best 14 of 140 small Utilities companies globally.

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Is There Such a Thing as an Investing Edge?

By Become a Better Investor | Feb 17, 2017
Top 5 of the Week of February 13 - Become a #betterinvestor

In our Top 5 this week, we discuss Trump’s effect on markets, an alternative perspective on how to use behavioral economics, and the hidden banking fees we pay. All this and more…

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Poultry Producer World Class on both Profitability and Growth

By Become a Better Investor | Feb 16, 2017

PT Japfa Comfeed Indonesia Tbk is the second-largest poultry feed producer in Indonesia with a 22% market share. Both Profitability and Growth improved to World Class during 2016.

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Revenue Has Grown, Net Profit Has Not

By Become a Better Investor | Feb 16, 2017

Chart of the Day: Over the past five years in Asia, each sector has seen a positive compound annual growth rate (CAGR) in revenue. During the same time, only four sectors have seen a positive CAGR in net profit.

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Despite Slow Growth, Profits High at Chem Distributor

By Become a Better Investor | Feb 15, 2017

PT AKR Corporindo Tbk has grown to become one of Indonesia’s largest private sector distributors of basic chemicals, petroleum, logistics and supply chain solutions. Profitable Growth declined to #3 from #2 in the last year.

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