All Weather Strategy: AWS significantly outperformed a traditional 60/40 portfolio by 2.1% in March 2022. War in Ukraine, recovery demand, and supply-chain bottlenecks drive commodities and gold.
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Polyplex (Thailand) Public Company Limited (PTL TB): Profitable Growth rank of 2 was down compared to the prior period’s 1st rank. This is World Class performance compared to 680 medium Materials companies worldwide.
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Contrarian bet on hydrogen could be a winning strategy, long-awaited margin rebound could justify re-rating, and reducing reliance on global supply chains.
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Pruksa Holding Public Company Limited (PSH TB): Profitable Growth rank of 5 was down compared to the prior period’s 4th rank. This is average performance compared to 240 large Real Estate companies worldwide.
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Many forces at work impact inflation. There are current trends that cause both inflationary and deflationary measures. Whether we’ll see inflation or deflation in the future depends on which of these forces dominate.
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Resolving gas supply issues ensures longevity, a pioneer in renewable energy should be future proof, and undemanding valuation could lead to re-rating.
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In March 2022, we published 12 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Home broadband expansion offers solid top-line driver, new entrant Dito challenges previous Filipino duopoly, and investment in mobile payments could pay off big.
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Bumrungrad Hospital Public Company Limited (BH TB): Profitable Growth rank of 6 was same compared to the prior period’s 6th rank. This is below average performance compared to 390 medium Health Care companies worldwide.
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Broadband expansion unlocks growth, but is competitive, superior network quality helps to defend market share, and ancillary businesses are important in the long-term.
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