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Learning that drives better investment decisions

Weak Margin at Korean Logistics Giant

By Become a Better Investor | Feb 13, 2017

CJ Korea Express Corp is the biggest cargo delivery, logistics and courier company in Korea ranked by volume and revenue, with about 40% market share. The weak profit margin has been the main drag on its Profitable Growth rank.

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Cash Cows and Cognitive Bias

By Become a Better Investor | Feb 10, 2017
Top 5 of the Week of February 6 - Become a #betterinvestor

In our Top 5 this week, check out these cash cows, examine the active investing addiction, and compare markets and investor irrationality. All this and more…

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Demographics Drive ASEAN Growth

By Become a Better Investor | Feb 10, 2017

Chart of the Day: ASEAN 5 should see sustained growth from its “demographic dividend”, i.e. a higher proportion of the population being in the labor force.

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A System Integrator to Hang Your Hat On

By Become a Better Investor | Feb 9, 2017

Advanced Information Technology PCL is a developer and provider of computer systems and computer communication systems in Thailand. Profitable Growth fell to a lower rank of 3 in the past 12 months.

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CAPEX Follows Sales Rather Than Profitability

By Become a Better Investor | Feb 9, 2017

Chart of the Day: CAPEX among Asian companies seems to follow sales rather than profitability, as CAPEX declined first when sales declined.

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Growth CAPEX Has Declined in Asia Since 2012

By Become a Better Investor | Feb 8, 2017

Chart of the Day: Maintenance CAPEX is usually steady and has been growing each year in Asia. CAPEX for growth was flat in 2013 and dropped in both 2014 and 2015.

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Learning Valuation: TPC Power Holding

By Become a Better Investor | Feb 8, 2017
Learning #Valuation: TPC Power Holding

Educational valuation example: TPC Power Holding Public Company Limited focuses on electricity generation and distribution from biomass.

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Indian State Banks Hold the Bad Debt

By Become a Better Investor | Feb 7, 2017

Chart of the Day: State banks hold 88% of India’s bad loans but only 71% of total loans. Indian taxpayers may be hit twice as they potentially pay for both rescue packages for the state banks and losses following write-offs on non-performing loans.

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Learning Valuation: PTT Global Chemical

By Become a Better Investor | Feb 7, 2017

Educational valuation example of PTT Global Chemical—Thailand’s largest fully-integrated chemical company operating in the refinery, olefins and aromatics business.

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Distributing Coke is Big Business in Thailand

By Become a Better Investor | Feb 6, 2017

Haad Thip Public Company Limited is one of the two franchise distributors of Coca-Cola beverages in Thailand, covering the southern region of the country. Profitable Growth has improved to above average for the first time in five years.

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