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FVMR Investing – Quantamental Investing Across the World for CFA Singapore

By Become a Better Investor | May 4, 2017

Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Singapore on 4 May 2017.

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Thailand: Loved even with Low Expectations

By Become a Better Investor | May 3, 2017

This gives you an idea of what’s going on in Thailand. Basically, it’s about in line with the rest of the world, except that the EPS expectations for Thailand are half of the world’s expectations for 2017.

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India: High Funding for Future Growth

By Become a Better Investor | May 2, 2017

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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Ayala Land Inc. – Fan Request

By Become a Better Investor | May 1, 2017

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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The Link between Price and Perceived Worth

By Become a Better Investor | Apr 28, 2017
Top 5 of the Week of April 24 - Become a #betterinvestor

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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Sweden: Land of Flat Earnings & Fat Dividends

By Become a Better Investor | Apr 27, 2017

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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Don’t Rush into Korea Just Because It’s Super Cheap

By Become a Better Investor | Apr 26, 2017

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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FVMR Investing – Quantamental Investing Across the World for CFA Bangalore

By Become a Better Investor | Apr 25, 2017

Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Bangalore in India on 25 April 2017.

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Relative to Global Market, China Still Expensive

By Become a Better Investor | Apr 25, 2017

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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How to Value Any Company in the World for CFA Kolkata

By Become a Better Investor | Apr 24, 2017

Pictures from How to Value Any Company in the World for CFA India in Kolkata on 24 April 2017.

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