Overall, Hong Kong is the second least attractive in Asia. EPS saw a slight recovery in 2016, but for 2017-2018CE* EPS growth is below the Asian average.
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GDP growth in Thailand is moderate, driven by investments and private consumption. Analysts’ expect 2017-2019 EPS growth to be below the Asia ex Japan benchmark, however, dividend yield is expected to stay above Asia ex Japan.
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GDP in India still grow the fastest in Asia, beat the Philippines by a whisker. Consensus estimates have India as most expensive in Asia on price-to-book, but India also had the second highest return on equity in the past 12 months.
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Chart of the Day: India is most expensive on PB in Asia, followed by Indonesia. However, Indonesia has higher ROE. Taiwan trades below the World PB but its ROE is slightly above.
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In our Top 5 this week, we discuss the “market is technically overbought” narrative, examine the hedonic treadmill, and weigh up intellect over critical thinking. All this and more…
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Overall, China appears attractive in Asia considering Fundamentals, Valuation, Momentum, and Risk. Main attractiveness is its strong price and earnings momentum.
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Vietnam Equity FVMR Snapshot: The two consumer sectors have the highest ROE in Vietnam at 27-28%. Consumer Staples just offers a slightly higher ROE compared to Consumer Discretionary but trades at a much higher PB.
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Chart of the Day: We separated financial companies from non-financial companies in Asia ex Japan. Return has been pretty much the same. Volatility was slightly higher for Financials, and it was highly correlated.
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Chart of the Day: Emerging Europe has been strong in the past 12 months in terms of net margin. Developed Americas has been strongest in terms of asset turnover.
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In our Top 5 this week, we discover why value investors should look at startups, which market myths affect investors, and who the activist investors of the today are. All this and more…
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