In the Top 5 this week, look back at history and how Wall Street has changed in 50 years, examine the cost of pride, and discover the most overlooked successful investing trait. All this and more…
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His Majesty King Bhumibol Adulyadej (Rama IX) passed away at Siriraj Hospital in Bangkok today, 13 October 2016, at 3.52pm. Thailand is sailing into unchartered waters, considering that nearly everyone alive has only known one King and that his fiat power was immense, built up over years of devotion to the country.
We expect that the Thai stock market will be hurt in the near term, but will eventually stabilize.
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Looking at ROE/PB, we then can see that Emerging Markets at 2016 7.4% ROE/PB are more attractive than Developed Markets at 5.7%. Even though Developed Markets have higher ROE, it’s less attractive on ROE/PB. Most ROE for the price-to-book you pay you’ll find in Emerging Europe where you get 13% ROE for every unit of PB.
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PLDT Incorporated (TEL) provides Filipinos with telecommunications services, fiber-optic backbones, fixed-line and cellular networks operating in three business groups: fixed-line, wireless and others.
Profitable Growth has fallen to #7 from #3 over the last five years. TEL now only ranks better than 42 of 140 large Telecom companies.
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Manuel Paolo Villar has kept Profitable Growth at a stable ranking of #4 for the company.
Vista Land & Lifescapes Incorporated is a Philippine-based home builder and property developer. With more than 300,000 homes built and a land bank of over 2,400 hectares, 76% of which is in Mega Manila.
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As a general contractor, Waskita Karya both builds and operates toll roads. It is also the second largest Indonesian manufacturer by volume of precast concrete, which is mainly used in domestic toll road construction. Muhammad Choliq has been the President Director of WSKT since 2008, a period when the company’s profitable growth metric improved steadily.
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In this week’s Top 5, we examine the rising impact of big data and Artificial Intelligence for investors, learn how interest rates are taking us into uncharted market territory, and look at the real impact of presidential debates on the stock exchange. All this and more…
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Shenzhou International Group Holdings Limited is the largest vertically integrated knitwear manufacturer in China, producing high-end apparel for brands such as Adidas, Puma, Uniqlo on an OEM basis.
Shenzhou’s Profitable Growth metric is the best in the world and has been for five years in a row.
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Dr. Charoen Meensook co-founded Thainakarin Hospital in 1993. He helped the hospital survive the Asian financial crisis in 1997 by encouraging his employees to always do “their best and expect the results to follow.” And the hospital has come far since 1997…
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Universal Robina Corporation (URC) is a Philippines-based food producer with a more than 40% share of the domestic market. Profitable Growth has remained World Class since 2013, when Gokongwei took over. URC ranks among the best 59 large consumer staples companies globally.
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