Singapore on Demand: A fan requested to see the World Class Benchmarking of Del Monte Pacific Limited, so here it is. Profitable Growth for the company has fallen to the 2nd worst decile.
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Chart of the Day: ROE/PB shows how much return you get for the price you pay. US is most expensive and the gap has been widening. Unless this reverses, it makes emerging markets’ attractiveness rise.
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Learning Valuation: Zhongsheng Group Holdings Limited is a leading automobile retailer in China. The group distributes luxury and mid-tier automobiles from popular brands.
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WACC Survey: According to our recent survey, the average Thai listed company pays 8.9% for the money it uses to run its business. About 30% of these funds come from borrowing, while the remaining comes from the more expensive equity market.
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Chart of the Day: Investors are willing to pay a high price-to-earnings ratio if earnings are rising. Unless earnings positively surprise then the US is expensive based on PEG.
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Learning Valuation: IHH Healthcare Berhad is a prominent health-care services provider in Asia, Central and Eastern Europe, the Middle East and North Africa.
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Chart of the Day: Thailand is second most attractive in Asia, moderate to attractive on all FVMR elements. Malaysia appears to be a less attractive, low ROE of 9.7% and high PE of 16.3x.
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Chart of the Day: Over 13 years Inflation contributed 32% of 171% market return. Book value growth contributed 33%. Dividends contributed 19%. The Dream Factor contributed 16%.
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Chart of the Day: Stock returns are driven by four main factors. US companies have had almost no growth in book value over the last three years. The “Dream Factor” has been rising as investors push up valuation.
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In our Top 5 this week, we examine what drives the market up and down, ask how expensive stocks are, and look at the power of collective knowledge. All this and more…
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