Anhui Expressway Company Limited (600012 SH): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 1,480 medium Industrials companies worldwide.
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PT Salim Ivomas Pratama Tbk (SIMP IJ): Profitable Growth rank of 4 was up compared to the prior period’s 10th rank. This is above average performance compared to 560 large Cons. Staples companies worldwide.
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Hefei Meyer Optoelectronic Technology Incorporated (002690 SZ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,310 medium Industrials companies worldwide.
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PT Industri Jamu dan Farmasi Sido Muncul Tbk (SIDO IJ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 460 medium Cons. Staples companies worldwide.
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All Weather Strategy: The All Weather Strategy underperformed World equity slightly in April. Rising COVID-19 cases and slower vaccine rollout could delay recovery in Asia and Emerging markets. Our equity target allocation is at 65% and commodities at 25%.
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P.I.E. Industrial Berhad (PIE MK): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 1,310 medium Industrials companies worldwide.
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Tokai Carbon Korea Company Limited (064760 KS): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 890 medium Info Tech companies worldwide.
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In April 2021, we published 15 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Zhongsheng Group Holdings Limited (0881 HK): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 960 large Cons. Disc. companies worldwide.
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Malaysian Pacific Industries Berhad (MPI MK): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 890 medium Info Tech companies worldwide.
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