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Contracted by the Gov’t, Owned by the Gov’t

By Become a Better Investor | Dec 8, 2016

PT Wijaya Karya (Persero) Tbk is one of Indonesia’s three largest building contractors by revenue. Sales growth is one bright spot, but we’ll have to wait and see if this result lasts beyond 2016.

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Care to Buy a Dump Truck?

By Become a Better Investor | Dec 7, 2016

PT United Tractors Tbk, founded in 1972, distributes heavy equipment used at mines, plantations, construction sites and in forestry. It is the sole distributor of Scania, Bomag, UD Trucks, Tadano and Komatsu.

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Improved Margins at this PetChem Producer

By Become a Better Investor | Dec 6, 2016

Indorama Ventures Public Company Limited is one of the world’s leading petrochemical producers and a leading global manufacturer of wool yarns. Profitable Growth is now ranked in the top 3! Indorama ranks among the best 216 of 720 large industrial companies globally.

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Servicing Airports Makes for a Gentle Landing

By Become a Better Investor | Dec 5, 2016

SATS Limited is a Singapore-based provider of gateway and food services at 45 airports across Asia. Its main operations are in Changi International Airport. It also has operations at Singapore’s cruise terminal, Marina Bay Cruise Center. Profitable Growth has remained World Class since 2015 for the company.

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A Time to Be Thankful and Take Stock…

By Become a Better Investor | Dec 2, 2016
Top 5 of the Week November 28 - Become a #betterinvestor

In the Top 5 this week, we ask just how bad bond losses can get, we share what we should be thankful for in the stock market, and look back at investing forty years ago. All this and more…

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Ground Control to Major Thai (Telecom)

By Become a Better Investor | Dec 1, 2016

Intouch Public Company Limited invests in telecoms, satellite and media businesses. Its biggest and most profitable investments are its 40% stake in Advanced Info Service (ADVANC TB), a Thai telecom leader, and its 41% stake in Thaicom—a major leading satellite communications business in the Asia-Pacific region.

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The Scotland Hong Kong Connection

By Become a Better Investor | Nov 30, 2016

Founded in China in 1832, Jardine Strategic Holdings Limited holds majority stakes in Jardine Matheson (JM SP), Dairy Farm (DFI SP), Hongkong Land (HKL SP), Mandarin Oriental (MAND SP), Cycle & Carriage (JCNC SP) and Astra International (ASII IJ).

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A Juicy Thai Stock

By Become a Better Investor | Nov 29, 2016

Malee Group Public Company Limited, founded in 1964, is a Thai company that produces and distributes largely food and beverage products for domestic and oversea markets. Chatchai Boonyarat has led the company for more than 20 years, a timeline that gives many investors confidence.

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A Customer Called Japan

By Become a Better Investor | Nov 28, 2016

M.C.S. Steel Public Company Limited fabricates and distributes 70,000 tons of structural steel products annually. Its main products are steel beams used predominantly in the construction of high-rise buildings. MCS ranks among the best 130 of 650 small materials companies in the world.

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The Problem with Reading Too Much into Correlation

By Become a Better Investor | Nov 25, 2016
Top 5 of the Week November 21 - Become a #betterinvestor

In the Top 5 this week, discover how private equity funds are the new hedge funds, what the relationship is between stocks and the dollar, and why the universe is designed against us. All this and more…

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