SiS Distribution (Thailand) Public Company Limited (SIS TB): Profitable Growth rank of 5 was down compared to the prior period’s 3rd rank. This is average performance compared to 710 large Info Tech companies worldwide.
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Petronas Chemicals Group Berhad (PCHEM MK): Profitable Growth rank of 2 was up compared to the prior period’s 6th rank. This is World Class performance compared to 890 large Materials companies worldwide.
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PT Telekomunikasi Indonesia (Persero) Tbk (TLKM IJ): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 280 large Comm. Serv. companies worldwide.
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Jollibee Foods Corporation (JFC PM): Profitable Growth rank of 7 was up compared to the prior period’s 10th rank. This is below average performance compared to 1,040 large Cons. Disc. companies worldwide.
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Supalai Public Company Limited (SPALI TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 250 large Real Estate companies worldwide.
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All Weather Alpha Focus: Outperformed a 60/40 portfolio in December 2021. Fed and ECB are going to do what they can to prop up markets. The economic recovery is going to continue in 2022, which makes equities attractive.
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All Weather Strategy: Expect Democrats to lose control of the House, weakening Biden presidency. Democrats need Fed Chair Powell to prop up markets, not quell inflation.
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Evergreen Marine Corp Taiwan Limited (2603 TT): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,500 large Industrials companies worldwide.
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All Weather Strategy: AWS outperformed a traditional 60/40 portfolio by 1.4% in December 2021. Fed/ECB unwillingness to crash markets could drive equities higher. Recovery demand and supply-chain disruption to drive commodities. Risks: Inflation turns out transitory, new lockdowns, US default.
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TIME dotCom Berhad (TDC MK): Profitable Growth rank of 4 was down compared to the prior period’s 3rd rank. This is above average performance compared to 270 medium Comm. Serv. companies worldwide.
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