Analysts have had positive recommendations on Thailand for five years, and it remains a “Buy” in Asia. The 2016 estimated upside has already been reached, and the 12-month forward is at 3%, since the SET index has shown strong performance year-to-date.
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Consensus recommendations on Singapore have gone from a “Buy” in the 2014-2015 period to the current recommendation of “Sell”—a massive fall.
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This week’s Top 5 examines how emerging markets are becoming increasingly attractive, how fantasy ruins investing (and football apparently), and the reality behind our vision of hedge funders. All this and more…
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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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