Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Singapore on 4 May 2017.
Read MoreThis 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.
Read MoreIndia 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.
Read MorePhilippines 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.
Read MoreIn 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…
Read MoreThe 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.
Read MoreSo 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.
Read MorePictures from FVMR Investing – Quantamental Investing Across the World for CFA Bangalore in India on 25 April 2017.
Read MoreThe 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.
Read MorePictures from How to Value Any Company in the World for CFA India in Kolkata on 24 April 2017.
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