book

Value Investing in Asia

by Peir Shenq Lim, Mun Hong Cheong

December 2017

Beginner

296 pages

7h 31m

English

Wiley

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From Stanley:From Mun Hong:
Finding ValueThe Investor and the MarketWhy Value Investing WorksThree Types of Value to Be Found
What Is in Asia?What Has Happened in Asia?
What Asia Has Going for ItCorporate Governance in AsiaShareholder StructureSuccessionDisclosure and Transparency“Smart” Money Gets Hit TooGovernment – The Elephant in the RoomDon't Bet Your House on Legal ProsecutionActivism and Shorting

ASEAN, Pushing AheadThe Wall Street of AsiaFrom “Guanxi” to TransparencyThe Future of HealthcareThe Asian Consumer Story Lives On
Asset ValueCurrent Earning Power ValueGrowth ValueSpecial SituationsNarrow Your Search – ScreeningScreen Your ScreensThe 5-Fingers RuleThe Importance of the 5-Fingers Rule
Getting the Right DataAnnual Reports Are Your Best FriendMaking Sense of an Annual ReportDon't Stop at OneWhy Should I Read a Competitor's Annual Report?Who Do I Speak To?It is More Than Just the Numbers
What are Red Flags?Auditor's OpinionFinancial Red FlagsNon-Financial Red Flags
Price-to-Book RatioPrice-to-Earnings RatioDiscounted Cash FlowAlways Remember Your Margin of Safety
CASE STUDY Value Through Assets – Hongkong Land Holdings LimitedCASE STUDY Current Earning Power – Tingyi (Cayman Islands) Holdings CorporationCASE STUDY Growth in Cyclicality – First Resources LimitedCASE STUDY Special Situation – Dalian Wanda Commercial Properties Co., LimitedCASE STUDY High Growth (The Land of Fast-Growing Unicorns) – Tencent Holdings Limited
What Makes APS Unique?Investment Philosophy and StrategyOn APS's Investment ProcessOn Company VisitsAsia's Investment OutlookIndustries Beyond APS's Circle of CompetenceOn Reviewing of PositionsOn Spotting Red FlagsOn Market ExuberanceOn Transparency and DisclosuresAdvice to Investors
What Makes Pheim Unique?Investment Philosophy and StrategyInvestment ProcessInvestment UniverseOn Market TimingOn What Makes Asia UniqueThe Difference between Investing in the United States and AsiaOn Company VisitsOn Corporate Governance in AsiaOn Exchange-Traded Funds (“ETF”)Advice to Investors
Investment Philosophy and StrategyInvestment ProcessInvestment UniverseWhen to Sell a StockDetecting Red FlagsOn What Makes Asia UniqueInvestors' Advice
Investment Philosophy and StrategyInvestment ProcessWhen to Sell a StockOn What Makes Asia UniqueAdvice for New Investors