Pop Mart International Group Limited (9992 HK): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 970 large Cons. Disc. companies worldwide.
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PT Indofood Sukses Makmur Tbk (INDF IJ): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 560 large Cons. Staples companies worldwide.
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Regional Container Lines Public Company Limited (RCL TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,430 large Industrials companies worldwide.
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ANA Holdings Incorporated (9202 JP): Profitable Growth rank of 5 was down compared to the prior period’s 4th rank. This is average performance compared to 1,430 large Industrials companies worldwide.
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Air conditioning is crucial. US-EU trade deal is about optics. Energy is the AI bottleneck. Levered up. Higher taxes lead to lower tax revenue.
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What if you could tackle a persistent problem without guesswork? In Part 10 of the Path to Improvement series, John Dues and Andrew Stotz discuss how John’s team uses Plan-Do-Study-Act (PDSA) cycles to calm a chaotic process with precision. Discover how to shift from blame to solutions by leveraging data and Deming thinking.
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TIPCO Asphalt Public Company Limited (TASCO TB): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 820 large Materials companies worldwide.
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Glodon Company Limited (002410 SZ): Profitable Growth rank of 4 was up compared to the prior period’s 7th rank. This is above average performance compared to 630 large Info Tech companies worldwide.
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Cogna Educacao SA (COGN3 BZ): Profitable Growth rank of 6 was down compared to the prior period’s 3rd rank. This is below average performance compared to 970 large Cons. Disc. companies worldwide.
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Stocks continued up, China and Financials were strongest. Performance review of our strategies in July 2025 – All Weather Inflation Guard gained 0.4%, All Weather Strategy gained 1.3%, All Weather Alpha Focus gained 0.2%.
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