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Learning that drives better investment decisions

A Rising PetroChem Power Player in Indonesia

By Become a Better Investor | Apr 6, 2017

PT Chandra Asri Petrochemical Tbk (TPIA) is the largest petrochemical company in Indonesia. PT Barito Pacific Group Tbk (BRPT IJ) owns 50% and Siam Cement PCL (SCC TB) owns 31%. Profitable Growth has improved to World Class from being the worst in 2012.

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Philippine-listed Companies Pay 8% for the Funds Used to Run Their Businesses

By Become a Better Investor | Apr 5, 2017

WACC Survey: Our recent survey shows that the average Philippine-listed company pays 8.2% for the money it uses to run its business, also referred to as WACC. About 30% of these funds come from borrowing.

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Indonesia-listed Companies Pay 12% for the Funds Used to Run Their Business

By Become a Better Investor | Apr 4, 2017

WACC Survey: Our recent survey shows that the average Indonesia-listed company pays 11.6% for the money it uses to run its business, also referred to as WACC. About 30% of these funds come from borrowing.

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Learning Valuation: PT AKR Corporindo Tbk

By Become a Better Investor | Apr 3, 2017

Learning Valuation: AKR was born as a small chemical trading business over 55 years ago in Surabaya; and it has grown to become one of Indonesia’s largest private sector distributors of basic chemicals, petroleum, logistics and supply chain solutions.

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Holcim Philippines, Inc. – Fan Request

By Become a Better Investor | Apr 3, 2017

Philippines on Demand: A fan requested to see the World Class Benchmarking of Holcim Philippines, Inc., so here it is. HLCM has maintained its World Class rank on Profitable Growth since 2012.

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Investing: A Zero Sum Game

By Become a Better Investor | Mar 31, 2017
Top 5 of the Week of March 27 - Become a #betterinvestor

In our Top 5 this week, we look at the drawbacks of momentum, discover why we should be missing the best market months, and learn how to simplify the investing game. All this and more…

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Energy Development Corp. – Fan Request

By Become a Better Investor | Mar 31, 2017

Philippines on Demand: A fan requested to see the World Class Benchmarking of Energy Development Corp., so here it is. EDC’s Profitable Growth is ranked in the top 30% among medium Utilities globally.

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Del Monte Pacific – Fan Request

By Become a Better Investor | Mar 30, 2017

Singapore on Demand: A fan requested to see the World Class Benchmarking of Del Monte Pacific Limited, so here it is. Profitable Growth for the company has fallen to the 2nd worst decile.

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Emerging Markets Return More For The Price

By Andrew Stotz | Mar 30, 2017

Chart of the Day: ROE/PB shows how much return you get for the price you pay. US is most expensive and the gap has been widening. Unless this reverses, it makes emerging markets’ attractiveness rise.

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Learning Valuation: Zhongsheng Group Holdings

By Become a Better Investor | Mar 30, 2017

Learning Valuation: Zhongsheng Group Holdings Limited is a leading automobile retailer in China. The group distributes luxury and mid-tier automobiles from popular brands.

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