Expansion to other industries as oil business matures, natural gas as transition fuel drives PTT’s organic growth, and attractive dividend yield despite rise in invested capital.
Read More
Strategic M&A acquisitions to drive top-line growth, divestiture helps to boost profitability over the long run, and accelerated organic growth through higher gov’t budget.
Read More
Soaring energy prices in Europe lead to revenue explosion, green shift to stay competitive requires CAPEX ramp-up, and strong years ahead lead to attractive dividend yields.
Read More
All Weather Alpha Focus: The strategy was 1.3% below the 60/40 portfolio in February. In the near term, the war in Ukraine is going to rattle markets, and we think Energy, Commodities, and Gold will do well.
Read More
All Weather Strategy: AWS outperformed a traditional 60/40 portfolio by 0.8% in February 2022. Fed’s unwillingness to crash markets could drive equities higher. War in Ukraine, recovery demand, and supply-chain bottlenecks to drive commodities and gold.
Read More
Scaling necessary to survive in thin-margin business, high oil price could offset gains from demand rebound, and growing environmental burden is a poison pill for margin.
Read More
Gearing up in M&A activity to drive top-line growth, growing CAPEX lays foundation for organic growth, and management focus on ROIC should enhance returns.
Read More
Li Ning Company Limited (2331 HK): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,040 large Cons. Disc. companies worldwide.
Read More
PT United Tractors Tbk (UNTR IJ): Profitable Growth rank of 3 was down compared to the prior period’s 2nd rank. This is above average performance compared to 320 large Energy companies worldwide.
Read More
Indorama Ventures Public Company Limited (IVL TB): Profitable Growth rank of 6 was up compared to the prior period’s 10th rank. This is below average performance compared to 900 large Materials companies worldwide.
Read MoreAS SEEN ON:
