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Learning that drives better investment decisions

Bangchak Corporation – World Class Benchmarking

By Become a Better Investor | Mar 28, 2022

Bangchak Corporation Public Company Limited (BCP TB): Profitable Growth rank of 5 was up compared to the prior period’s 9th rank. This is average performance compared to 280 large Energy companies worldwide.

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Is Ralph Lauren’s Polo Shirt Worth More Than Its Share Price?

By Andrew Stotz | Mar 25, 2022

Sector-leading margin reaching a peak, shifting away from wholesale increases brand value, and with profits back on track, expect rising share repurchases.

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Is Terex the Right Industrial Sector Stock to Own to Ride the Economic Recovery?

By Andrew Stotz | Mar 24, 2022

Heavy gov’t spending on infrastructure drives top-line growth, costs cuts to drive sustainably higher margins, and strong ROE and ROIC might be overlooked by the market.

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Is LG Display a Deep Value Play or Cheap for a Reason?

By Andrew Stotz | Mar 23, 2022

Intensified price competition leads to loss of market share, end markets for displays face maturity, expect low growth, and focus on premium products to turnaround margin.

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How Much More Can the Taiwanese Giant Hon Hai Grow?

By Andrew Stotz | Mar 22, 2022

Smartphone market matures, focus on emerging countries, EV market might turn into growth catalyst soon, and attractive dividend yield could rise above 5%.

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Can TTM Technologies Turn Into a High Profitable Growth Company?

By Andrew Stotz | Mar 21, 2022

Growing US defense spending boosts core segment revenue, strategic divestments to drive future profitability, and China poised to win 5G race, providing a growth catalyst.

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Is EasyJet’s Cash Injection Enough to Fund Tough Recovery?

By Andrew Stotz | Mar 18, 2022

Cash injection to avert another takeover attempt, rival price cutting puts strong pressure on margin, and one-stop solution provides scalable synergies.

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Can Idemitsu Kosan Generate Enough Cash From Oil to Fund Transition?

By Andrew Stotz | Mar 17, 2022

Slowing oil consumption could result in declining revenue, ramp-up of CAPEX necessary to ensure longevity, and attractive dividend yield could rise to 2x Japanese average.

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Is PTT’s Strategy to Become a Multi-Industry Conglomerate the Right Move?

By Andrew Stotz | Mar 16, 2022

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.

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Will Crane’s M&A Strategy Lead To Further Value Creation?

By Andrew Stotz | Mar 15, 2022

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.

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