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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The GDP in Malaysia is driven by private consumption and investment. Malaysia has had lower earnings for the past two years and is expected to recover in 2017.
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World Class Benchmarking: Thai Nakarin Hospital Public Company Limited was established in 1993, and provides 24-hour medical services at its hospital in East Bangkok. It has about 360 doctors and 540 nurses with capacity for 190 inpatients and 2,000 outpatients per day.
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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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