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Learning that drives better investment decisions

Thai Steel Provider Acts as One-Stop Shop

By Become a Better Investor | Jan 24, 2017

Founded in 1976, Thai Metal Trade Public Company Limited is a steel trading and processing company, serving domestic and international customers with steel products that run the gamut from raw materials to finished products. Since 2012, Tarasombat has led the company to above average rankings for Profitable Growth.

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Philippines: Strongest ‘Buy’ in Asia

By Become a Better Investor | Jan 23, 2017

We can see that the bottom-up country relative consensus recommendation is currently a maximum level “Buy” for the Philippines. The consensus EPS growth estimates have been stable over the last five years at about 11% on average.

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To Forecast or Not to Forecast? That’s the Question

By Become a Better Investor | Jan 20, 2017
Top 5 of the Week of January 16 - Become a #betterinvestor

In our Top 5 this week, we cover a variety of articles which look ahead at 2017, should we be forecasting for the future year or is that a fool’s errand…?

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Following Recognition of Bad Loans, India’s Banks are Struggling

By Become a Better Investor | Jan 20, 2017

With news of bad loans mucking up the Indian banking system throughout 2016, the Reserve Bank of India set a March 2017 deadline for banks to release all data on non-performing loans. The data that has been released thus far, however, won’t steady the nerves of investors.

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Korean Analysts Predict 28% Upside

By Become a Better Investor | Jan 19, 2017

Analysts in Korea are the most optimistic they’ve been in quite awhile. Expected return implied by target prices are in an uptrend for the first time since 2015. The 12-month forward return sits at 28%.

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India Is Not the New China, at Least Not Yet

By Andrew Stotz | Jan 18, 2017

Opportunities for India lie in increasing movement of labor away from the agricultural sector, increasing overall labor force participation and increasing female labor force participation. These opportunities are also challenges.

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Taiwan a Heavy Sell: Analysts

By Become a Better Investor | Jan 17, 2017

Taiwan has the most negative analyst recommendations in Asia. It’s an extreme relative to all the other countries in Asia. Consensus target prices remain dim.

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India Has Beaten the World Since 1997

By Become a Better Investor | Jan 16, 2017

Earnings growth and profitability in India are significantly higher than that in both Asia and the World as a whole. However, the Indian business community operates with higher balance sheet risk, as debt is somewhat higher in the majority of Indian sectors compared to the global average.

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Massive Profitability in Expensive Indian Consumer Staples

By Become a Better Investor | Jan 13, 2017

India’s ROE is expected at 16% in 2017, well above the World average. Consumer Staples is the most profitable sector by far, with an ROE of 34%! However, it’s the most expensive sector in India even when taking the high ROE into account.

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All Assets Are an Investment in Some Hands and a Speculation in Others

By Become a Better Investor | Jan 13, 2017
Top 5 of the Week of January 2nd - Become a #betterinvestor

In our Top 5 this week, we look at the influence of historical data, the power of brutal honesty, and the difference between investing and speculation. All this and more…

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