How to Become Financially World Class, Part 2: What’s most important for a business, high profitability or fast growth? Extremely high Profitability reduces growth. Extremely high Growth reduces profitability.
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How to Become Financially World Class, Part 1: There are three core barriers to becoming Financially World Class. World Class Benchmarking was designed to overcome these barriers and take the finances of your company from complicated to simple, from scattered to focused, and from individual to team.
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In our Top 5 this week, we consider risk, return, and time, look at reducing our stock market exposure, and why active managers should be more inactive. All this and more…
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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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