Chart of the Day: Short-term rate of zero for seven years following the global financial crisis in 2008. Normal rate of 2.7% would mean massive 5x increase in short-term rates.
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PT Media Nusantara Citra Tbk is an Indonesia-based media company. Hary Tanoesoedibjo founded MNCN and was the President Director from March 2004 until September 2016 when he took over the President Commissioner position from Rosano Barack. Profitable Growth returned to World Class in the past 12 months.
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In our Top 5 this week, we examine outdated dividend policies, discuss the problem with expensive markets, and look at the impact our skewed behavior has on stocks. All this and more…
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Founded in 1986, Geely Automobile Holdings Limited is a Chinese manufacturer of passenger cars, SUVs and motorcycles. The company is the second largest car manufacturer in China with around 96% of its cars sold domestically. Growth has been strongly ranked at #2 since 2015.
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China Conch Venture Holdings Limited engages in energy conservation, energy-saving building materials and environmental solutions. Profitable Growth has fallen to no. 4 from previously being World Class.
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StarHub Limited is a telecommunications service operator in Singapore. Profitability, the main cause of StarHub’s high Profitable Growth ranking, is World Class.
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Global Equity FVMR Snapshot: Looking at ROE/PB, we can see that Emerging Markets are more attractive at 2017 8.2% ROE/PB than Developed Markets at 5.9%. Emerging Markets trade at a PEG ratio of only 0.8 (a rule of thumb is that below 1.0 is cheap).
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Chart of the Day: We ran 1,000 simulations of a randomly selected 10-stock portfolio from a global universe. Stop loss truncates the downside and increases the upside.
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In our Top 5 this week, we ask who is the greatest stock picker, wonder at this month’s market streak, and reveal why we believe broker’s lies. All this and more…
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Educational valuation example: China High Speed Transmission Group Company Limited has a large market share of transmission gears used in wind power projects built in China.
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