Korea is a special market when it comes to its valuation and profitability relative to other markets. There is something called the “Korea Discount”. Only three sectors trade above book value on 17CE*: Health Care, Consumer Staples and Info Tech.
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In the Top 5 this week, we look at the neuroscience behind financial decision-making, what Trump has inherited with his Presidency, and why diversification is no fun. All this and more…
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PT Wijaya Karya (Persero) Tbk is one of Indonesia’s three largest building contractors by revenue. Sales growth is one bright spot, but we’ll have to wait and see if this result lasts beyond 2016.
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PT United Tractors Tbk, founded in 1972, distributes heavy equipment used at mines, plantations, construction sites and in forestry. It is the sole distributor of Scania, Bomag, UD Trucks, Tadano and Komatsu.
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Indorama Ventures Public Company Limited is one of the world’s leading petrochemical producers and a leading global manufacturer of wool yarns. Profitable Growth is now ranked in the top 3! Indorama ranks among the best 216 of 720 large industrial companies globally.
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SATS Limited is a Singapore-based provider of gateway and food services at 45 airports across Asia. Its main operations are in Changi International Airport. It also has operations at Singapore’s cruise terminal, Marina Bay Cruise Center. Profitable Growth has remained World Class since 2015 for the company.
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In the Top 5 this week, we ask just how bad bond losses can get, we share what we should be thankful for in the stock market, and look back at investing forty years ago. All this and more…
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Intouch Public Company Limited invests in telecoms, satellite and media businesses. Its biggest and most profitable investments are its 40% stake in Advanced Info Service (ADVANC TB), a Thai telecom leader, and its 41% stake in Thaicom—a major leading satellite communications business in the Asia-Pacific region.
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Founded in China in 1832, Jardine Strategic Holdings Limited holds majority stakes in Jardine Matheson (JM SP), Dairy Farm (DFI SP), Hongkong Land (HKL SP), Mandarin Oriental (MAND SP), Cycle & Carriage (JCNC SP) and Astra International (ASII IJ).
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Malee Group Public Company Limited, founded in 1964, is a Thai company that produces and distributes largely food and beverage products for domestic and oversea markets. Chatchai Boonyarat has led the company for more than 20 years, a timeline that gives many investors confidence.
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