Skip to content
Learning that drives better investment decisions

20 Analysts Are Two Times Better Than Five

By Become a Better Investor | Feb 13, 2017

Chart of the Day: According to vox populi (wisdom of crowds) theory, more guesses should make consensus estimates more accurate. However, for companies with more than 30 analysts covering it, accuracy starts to deteriorate.

Read More

Weak Margin at Korean Logistics Giant

By Become a Better Investor | Feb 13, 2017

CJ Korea Express Corp is the biggest cargo delivery, logistics and courier company in Korea ranked by volume and revenue, with about 40% market share. The weak profit margin has been the main drag on its Profitable Growth rank.

Read More

Cash Cows and Cognitive Bias

By Become a Better Investor | Feb 10, 2017
Top 5 of the Week of February 6 - Become a #betterinvestor

In our Top 5 this week, check out these cash cows, examine the active investing addiction, and compare markets and investor irrationality. All this and more…

Read More

Demographics Drive ASEAN Growth

By Become a Better Investor | Feb 10, 2017

Chart of the Day: ASEAN 5 should see sustained growth from its “demographic dividend”, i.e. a higher proportion of the population being in the labor force.

Read More

A System Integrator to Hang Your Hat On

By Become a Better Investor | Feb 9, 2017

Advanced Information Technology PCL is a developer and provider of computer systems and computer communication systems in Thailand. Profitable Growth fell to a lower rank of 3 in the past 12 months.

Read More

CAPEX Follows Sales Rather Than Profitability

By Become a Better Investor | Feb 9, 2017

Chart of the Day: CAPEX among Asian companies seems to follow sales rather than profitability, as CAPEX declined first when sales declined.

Read More

Growth CAPEX Has Declined in Asia Since 2012

By Become a Better Investor | Feb 8, 2017

Chart of the Day: Maintenance CAPEX is usually steady and has been growing each year in Asia. CAPEX for growth was flat in 2013 and dropped in both 2014 and 2015.

Read More

Learning Valuation: TPC Power Holding

By Become a Better Investor | Feb 8, 2017
Learning #Valuation: TPC Power Holding

Educational valuation example: TPC Power Holding Public Company Limited focuses on electricity generation and distribution from biomass.

Read More

Indian State Banks Hold the Bad Debt

By Become a Better Investor | Feb 7, 2017

Chart of the Day: State banks hold 88% of India’s bad loans but only 71% of total loans. Indian taxpayers may be hit twice as they potentially pay for both rescue packages for the state banks and losses following write-offs on non-performing loans.

Read More

Learning Valuation: PTT Global Chemical

By Become a Better Investor | Feb 7, 2017

Educational valuation example of PTT Global Chemical—Thailand’s largest fully-integrated chemical company operating in the refinery, olefins and aromatics business.

Read More