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Learning that drives better investment decisions

Discounted Growth on Korea’s Horizon

By Become a Better Investor | Dec 21, 2016

Overall Korea is the most attractive stock market in Asia considering all our four elements: Fundamentals, Valuation, Momentum, and Risk. Like years past, the infamous “Korea discount” remains a fact of life.

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Growth Returns to Thai Airways

By Become a Better Investor | Dec 20, 2016

In 2016, THAI transported about 17 million passengers throughout its total global network, which includes two domestic subsidiaries. It currently has a fleet of 94 aircraft. Profitable Growth improved to #6 in 2016 after taking home the worst ranking of #10 for 3 years straight.

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Hong Kong Has Moderate Momentum and Weak Profitability

By Become a Better Investor | Dec 19, 2016

Overall the GDP growth in Hong Kong is slow and the market is least attractive in Asia. Hong Kong has the lowest ROE in Asia, hence weak profitability and earnings fell about inline with Asia and the momentum in the market is moderately attractive.

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Be an Unconventional Investor

By Become a Better Investor | Dec 16, 2016
Top 5 of the Week December 12 - Become a #betterinvestor

In the Top 5 this week, we check out how the CAPE ratio offers value, why you shouldn’t overlook creativity in investing, and what’s behind the decline in the number of public companies. All this and more…

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Distributing Health in Southeast Asia

By Become a Better Investor | Dec 15, 2016

Vivek Dhawan has been the CEO of Mega Lifesciences PCL since it was founded back in 1988. The company ranks among the best 126 of 420 medium Health Care companies globally.

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Learning Valuation: Mega LifeSciences

By Become a Better Investor | Dec 14, 2016

Educational valuation example of Mega Lifesciences PCL, a Thai manufacturer and distributor of pharmaceuticals, nutritional supplements and fast-moving consumer goods.

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Investment Wisdom from the Runners-Up in 2016

By Become a Better Investor | Dec 13, 2016

This post highlights some of the investment wisdom our runners-up shared on their blogs in 2016. We base our rank on 130+ featured investment bloggers, 220 investment articles, and 694 bullet points.

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Watch Out for the Korea Discount

By Become a Better Investor | Dec 12, 2016

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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Are We Sailing Straight for the Next Financial Crisis?

By Become a Better Investor | Dec 9, 2016
Top 5 of the Week December 5 - Become a #betterinvestor

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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Contracted by the Gov’t, Owned by the Gov’t

By Become a Better Investor | Dec 8, 2016

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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