India’s ROE is well above the World at 15% and Consumer Staples deliver the highest ROE at 34%! Consumer Staples is also most expensive, and PB is at 12x.
India has been a bit less volatile than the World.
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Indofood CBP is a subsidiary of Indofood Sukses Makmur. The company operates via five main business segments and the main revenue contributor is its Noodles division.
Under the leadership of CEO Anthoni Salim, the company has kept its no.2 Profitable Growth rank since 2012.
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The GDP in Singapore is driven by private consumption and investment. Singapore is one of the poorest performing markets in Asia. Earnings fell in 2015 and are expected to develop poorly. Singapore is cheap on PB in line with a relatively low ROE.
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In this week’s Top 5, we look at the financial costs to being a socially responsible investor, why Trump or Clinton shouldn’t be an investor’s biggest concern, and who outperforms who in the battle of the investing sexes. All this and more…
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Top Glove Corporation is the world’s largest rubber glove maker by annual production capacity. Profitable Growth improved to #1 from #2 in the past 12 months. This means TOPG ranks better than 378 of 420 medium Health Care companies globally.
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Thailand Equity FVMR Snapshot: “Thailand in your hand—every week.”
Thailand is trading below the world on PE and PB. EPS in Thailand is expected to grow faster than the World in 2016, but around the same level in 2017. Thailand has been less volatile than the World in the past 3M.
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Korea Zinc Company Limited, a non-ferrous metals company, is the world’s second largest producer of zinc. Its principal activities are also refining lead, silver, gold, and copper, and making use of byproducts such as cadmium, bismuth and sulfuric acid.
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China Equity FVMR Snapshot: “China in your hand—every week.”
China’s ROE is just slightly below the World. Info Tech is most expensive on PB but doesn’t deliver the highest ROE and Financials trade at 0.9x PB. Volatility has come down in the past 3M.
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The GDP in China is driven by private consumption and investment. China has low dividend yield and trades above Asia ex Japan on 16CE 15.5x PE. Looking at our FVMR, China is currently being rated as poor.
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In this week’s Top 5 we check out what a combination of index and dividend investing can do for your portfolio, how active management is still alive and kicking, and that the huge earnings CEOs make aren’t comparable to their pretty average returns. All this and more…
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