Inflation is in the things you really need. OPEC+ agrees to cut production quotas, which could boost inflation. Fed seems committed to killing inflation; what will the terminal rate be?
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MK Restaurant Group Public Company Limited (M TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,320 medium Cons. Disc. companies worldwide.
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Semirara Mining and Power Corporation (SCC PM): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 330 large Energy companies worldwide.
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Alibaba’s GMV is twice of Amazon’s. In 2020, Jack Ma criticized China’s banking system as being inefficient which led to realization that China’s big techs are wielding too much power.
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Glodon Company Limited (002410 SZ): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 720 large Info Tech companies worldwide.
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In September 2022, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Fed is hiking rates at a record pace. Jeremy Siegel pounds on the Fed. The Bank of England has already ended QT. Italy’s first female PM is anti-establishment.
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CITIC Offshore Helicopter Company Limited (000099 SZ): Profitable Growth rank of 5 was up compared to the prior period’s 7th rank. This is average performance compared to 1,370 medium Industrials companies worldwide.
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YTL Power International Berhad (YTLP MK): Profitable Growth rank of 7 was up compared to the prior period’s 10th rank. This is below average performance compared to 310 large Utilities companies worldwide.
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Gulf Energy Development Public Company Limited (GULF TB): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 310 large Utilities companies worldwide.
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