So the profitability of Korean companies is pretty low. In fact, look at the number of sectors that have ROEs below 10% ─ one, two, three, four, five, six, seven. We can say that it is a low ROE country, for sure.
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Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Bangalore in India on 25 April 2017.
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The first thing we can see is that the ROE of China is about 10% to 11% versus the world, which is at 13% – a slightly lower ROE. When we exclude Financials, the Chinese market is trading at about 33x for about a 14% growth rate.
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Pictures from How to Value Any Company in the World for CFA India in Kolkata on 24 April 2017.
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We can see an ROE of about 13% across the world and a very impressive 16% ROE in the U.S. We can see about a 2x PB for the world versus almost a 3x for the U.S.
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Foreign Investors’ View of the Thai Stock Market | Money Talk@SET: Dr. Paiboon, Dr. Niwes aka Thailand’s Warren Buffet, Dr. Andrew Stotz and others discuss the topic.
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In our Top 5 this week, we look at bull market speculations, discuss the disadvantages of being an elite investor, and discover how optimism wins out. All this and more…
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Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Bangladesh in Dhaka on 20 April 2017.
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Global Equity FVMR Snapshot: Right now, the PE for the emerging markets is about 12x and PE for the developed markets is about 17x. Developed markets are a little bit more expensive.
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Chart of the Day: Looking at 500 non-financial companies in Asia. Considering the relatively low percent and relatively low cost of debt, cost of equity is the significant component of WACC.
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