The GDP in China is driven by private consumption and investment. China has low dividend yield and trades above Asia ex Japan on 16CE 15.5x PE. Looking at our FVMR, China is currently being rated as poor.
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In this week’s Top 5 we check out what a combination of index and dividend investing can do for your portfolio, how active management is still alive and kicking, and that the huge earnings CEOs make aren’t comparable to their pretty average returns. All this and more…
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World Class Benchmarking: Win Semiconductors Corporation is Taiwan-based and one of the world’s top-20 semiconductor manufacturing foundries ranked by sales. The company’s Profitable Growth has maintained its #2 rank and has improved from #4 in 2012.
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Malaysia Equity FVMR Snapshot: “Malaysia in your hand—every week.” See the latest on fundamentals, valuation, momentum, and risk for Malaysian equity.
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The GDP in Taiwan is driven by private consumption with exports lagging resulting in negative GDP growth. Earnings are expected to return in 2017 and Taiwan has dividend yield among the highest in Asia.
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Korea Equity FVMR Snapshot: “Korea in your hand—every week.” See the latest on fundamentals, valuation, momentum, and risk for Korean equity.
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World Class Benchmarking: PT Telekomunikasi Indonesia Tbk is a state-owned telecommunications company providing fixed-phone, mobile-communication, Internet and data services, as well as interconnection services.
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This week’s Top 5 includes a look at what Value and Momentum can achieve for your portfolio together, the rising price of ‘safe’ shares, and asks just what you’d do instead if we all stopped watching the stock market. All this and more…
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The GDP in Indonesia is driven by private consumption. Indonesia has delivered the highest ROE in Asia and consensus forecasts show it is expected to continue. This is reflected in PB being among the three most expensive in Asia.
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World Class Benchmarking: Petron Corporation is the largest oil refining company in the Philippines, and also a leader in the downstream oil industry.
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