India Equity FVMR Snapshot: You’re paying slightly higher than the world average price, but you’re getting steady earnings growth in return due to high gearing.
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Philippines on Demand: A fan requested to see the World Class Benchmarking of Cebu Air Inc., so here it is. Profitable Growth has been above average since 2014 at the Real Estate company Ayala Land Inc.
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In our Top 5 this week, we uncover the nature of risk, examine the best approach to benchmarking, and discover why we hate cheap things. All this and more…
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The first thing we can see is that the ROE of Swedish companies is about in line with the rest of the world. Dividend payout ratios are much higher, which is nice. They pay out a lot of dividends.
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So the profitability of Korean companies is pretty low. In fact, look at the number of sectors that have ROEs below 10% ─ one, two, three, four, five, six, seven. We can say that it is a low ROE country, for sure.
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Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Bangalore in India on 25 April 2017.
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The first thing we can see is that the ROE of China is about 10% to 11% versus the world, which is at 13% – a slightly lower ROE. When we exclude Financials, the Chinese market is trading at about 33x for about a 14% growth rate.
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Pictures from How to Value Any Company in the World for CFA India in Kolkata on 24 April 2017.
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We can see an ROE of about 13% across the world and a very impressive 16% ROE in the U.S. We can see about a 2x PB for the world versus almost a 3x for the U.S.
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Foreign Investors’ View of the Thai Stock Market | Money Talk@SET: Dr. Paiboon, Dr. Niwes aka Thailand’s Warren Buffet, Dr. Andrew Stotz and others discuss the topic.
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