The global ROE is about 13%. Massive profitability in Health Care at 20% ROE. Telecom has been hit the hardest in terms of price return. The highest volatility has been in Energy and Materials
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Malaysia tends to be a bit expensive for low profitability and low growth, but the risk is also low. The highest ROE sector right now in Malaysia is the telecom sector, but it’s also expensive.
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Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Indonesia in Jakarta on 5 May 2017.
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In our Top 5 this week, we ask how to know when your investing strategy is broken, examine the TAIL strategy, and discover why ESG is becoming more mainstream. All this and more…
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Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Singapore on 4 May 2017.
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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 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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