In the bottom-up country consensus recommendations India hasn’t been a “Buy” in Asia for the past five years. Recently, however, it has gotten stronger recommendations and moved to “Neutral” from “Sell.”
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Vietnam on Demand: A fan requested to see the World Class Benchmarking of Vinamilk, so here it is.
Vinamilk is beating 531 of 590 large Consumer Staples companies globally. Vinamilk’s strengths are Profit margin and Sales growth while its weakness is Asset utilization.
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Vietnam on Demand: A fan requested to see the World Class Benchmarking of Hoa Phat Group, so here it is.
Hoa Phat Group is World Class in every measure of performance with a really strong profit margin.
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Book review of How to Buy Stocks: The value of this book for beginners is that it explains the main different investment options and what to expect when you put your money in them
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We can see that the bottom-up country relative consensus recommendation is currently a maximum level “Buy” for the Philippines. The consensus EPS growth estimates have been stable over the last five years at about 11% on average.
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Check out this week’s Top 5, we look at statistics that need a closer examination for the real truth, what we are actually paying our money managers, and how to sleep more soundly at night with the right investments. All this and more…
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Book review of Malkiel’s A Random Walk Down Wall Street: Investors who don’t try to profit by predicting market shifts will do better in the long run with tax-favored savings and investment plans with a diversified portfolio built up of index funds, over speculators who try their hand at short-term predictions.
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Analyst recommendations have begun looking more measured for China after a rough couple of years. Here you can see that analysts covering the Chinese market have moved from being very negative in 2013, 2014 and 2015 to being neutral in 2016 so far.
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Under Mustaffa Kamal Abu Bakar’s leadership Dialog Group Berhad has been ranked in the top-three deciles on Profitable Growth. Dialog Group is a Malaysian engineering and construction company focused on services for the petrochemical and oil and gas sector, and storage of LNG, oil and petrochemicals.
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Analysts are now neutral on Hong Kong after four years of rating the country a “Buy” in Asia, but several companies still remain attractive to investors.
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