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Why I Like Food & Beverages Listed Companies
By Value Invest Asia  •  November 4, 2019
Whenever I bring publicly listed food and beverages (F&B) companies up for stock investment discussions, the reaction I get is always the same. The typical comments are they have High Price-to-Earnings ratio, expensive share price per unit, little capital gains left, and the  ultra low dividend yields. Well, there is a good saying that goes like: “Good stocks aren’t cheap, cheap stocks aren’t good”. Perhaps those who dismissed a good F&B company might have judged the company based on the trailing price, yield and valuation ratios without even understanding the business of the company and its future prospects first. Let me show you why, great F&B companies are stocks that you can hold on in your portfolio forever! 1. Stable Year-on-Year Revenue Increment
How is it possible that companies like Nestle Malaysia Berhad (Nestle Bhd), Carlsberg Brewery Malaysia Berhad (Carlsberg Bhd) and Heineken Malaysia Berhad (Heineken Bhd) can start revenue growth trends that just go on and on?...
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By Value Invest Asia
Value Invest Asia started as a simple idea. While we are still studying for the Chartered Financial Analyst Program, three of us met at a CFA event. We were just starting out in our career but we found out even then, that not many people in the financial world are true believers of value investing ...
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