Chart of the Day: Since 1987 short-term rate fell 91% to 0.5%. Long-term rate fell 62% to 3.0%. Falling interest rates, stocks up 745%.
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Pictures from How to Value Any Company in the World for CFA Thailand on 8 March 2017 at Pacific City Club in Bangkok.
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Chart of the Day: Normal rate of 2.7% would mean massive 5x increase in interest burden. The interest cost burden of a normal interest rate is now massive.
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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In our Top 5 this week, we examine outdated dividend policies, discuss the problem with expensive markets, and look at the impact our skewed behavior has on stocks.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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