Thailand Equity FVMR Snapshot: “Thailand in your hand—every week.”
Thailand is trading below the world on PE and PB. EPS in Thailand is expected to grow faster than the World in 2016, but around the same level in 2017. Thailand has been less volatile than the World in the past 3M.
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Korea Zinc Company Limited, a non-ferrous metals company, is the world’s second largest producer of zinc. Its principal activities are also refining lead, silver, gold, and copper, and making use of byproducts such as cadmium, bismuth and sulfuric acid.
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China Equity FVMR Snapshot: “China in your hand—every week.”
China’s ROE is just slightly below the World. Info Tech is most expensive on PB but doesn’t deliver the highest ROE and Financials trade at 0.9x PB. Volatility has come down in the past 3M.
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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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