Skip to content
Learning that drives better investment decisions

Misleading Statistical ‘Truths’ and Interest Rates

By Become a Better Investor | Aug 12, 2016
Top 5 of the Week of August 5 - Become a #betterinvestor

In this week’s Top 5, we examine the impacts of persistent low-interest rates on savers and the economy as a whole, what current billionaires’ are advising to other investors, and how stock return statistics can move the goalposts about their data. All this and more…

Read More

Sweden Equity FVMR Snapshot: ‘Sweden in Your Hand—Every Week’

By Become a Better Investor | Aug 11, 2016

Sweden’s ROE is slightly above the World at 13%. Sweden is trading below the World on PE and just above on PB. Sweden has been much more volatile than the World.

Read More

India Equity FVMR Snapshot: ‘India in Your Hand—Every Week’

By Become a Better Investor | Aug 10, 2016

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.

Read More

Indonesian Food Sultan Dominates in Noodles

By Become a Better Investor | Aug 9, 2016

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.

Read More

Singapore is Cheap valuation, But For a Reason

By Become a Better Investor | Aug 8, 2016

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.

Read More

Ethics or Returns? That Is The Question

By Become a Better Investor | Aug 5, 2016
Top 5 of the Week - Become a #betterinvestor

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…

Read More

Top Glove Maker’s Steady Improvement in Profitable Growth

By Become a Better Investor | Aug 5, 2016

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.

Read More

Thailand Equity FVMR Snapshot: ‘Thailand in Your Hand—Every Week’

By Become a Better Investor | Aug 4, 2016

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.

Read More

The World’s Second Largest Zinc Producer Has Excellent Profitability

By Become a Better Investor | Aug 3, 2016

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.

Read More

China Equity FVMR Snapshot: ‘China in Your Hand—Every Week’

By Become a Better Investor | Aug 2, 2016

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.

Read More