The GDP in Thailand is driven by exports with investment lagging creating a drag on GDP growth. Analyst consensus is that two years of negative earnings growth will come to an end in 2016. Fundamentals are moderately attractive supported by good ROE and dividend yield.
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World Class Benchmarking: China High Speed Transmission Group Company Limited has top market share of transmission gears used in wind power that are manufactured in China.
Gears for wind-power equipment account for 80% of revenue, and the group supplies all of the major global wind power equipment makers, both in China and overseas. GE (GE US) is its biggest customer.
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In this week’s Top 5, learn some important investing lessons from the second First Lady of the USA; Abigail Adams, find out what’s really going on with the US economy, and discover three value traps to watch out for. All this and more…
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US Equity FVMR Snapshot: “US in your hand—every week.” See the latest on fundamentals, valuation, momentum, and risk for US equity.
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The GDP in Philippines is driven by private consumption and investment. Philippines has good ROE relative to other Asian countries. High PE and low dividend yield makes it look expensive. Fundamentals are good and valuations are the worst; as fundamentals are not strong enough to support high multiples.
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World Class Benchmarking: Fraser & Neave Holdings Berhad was established in 1883, and is one of the oldest companies in Malaysia.
Profitble Growth maintained its #2 rank, and has been stable in the top- three deciles. This means FNH ranks better than 472 of 590 large Consumer Staples companies globally.
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Global Sectors FVMR Snapshot: “The world sectors in your hand—every week.” See the latest on fundamentals, valuation, momentum, and risk for the global sectors.
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Global Equity FVMR Snapshot: “The world markets in your hand—every week.” See the latest on fundamentals, valuation, momentum, and risk for the global equity markets.
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The GDP in Korea is driven by private consumption and investment. The earnings growth outlook is slow after a rebound in 2015. Korea’s ROE is weak at less than 10%. Valuations are below book value and there is great price and earnings momentum.
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In many stock markets around the world there are legislation and/or listing rules that ensure some level of shareholder protection and corporate governance. In Asia this is not always the case and the level of corporate governance varies considerably between countries.
In this research we consider the state of corporate governance in Asia and give some thoughts on how to analyze the corporate governance of a company in a location where there are no corporate governance code or reports.
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