Case Study Part 17 - ASXFY 2018 Annual Final Part
Manage episode 351682584 series 3162553
In this brand new series that will become a regular here and on the Value Investing Journey blog you're going to learn step by step how I find companies to research, how I evaluate them on a preliminary level, how I read financial statements, how I value them and more. In the first video of this case study series I showed you step by step how I find companies to research further so you can use the same process. https://youtu.be/6y5MFgTX0xA Then I did a full analysis of Filipino public company San Miguel Corp (SMGBY) - https://youtu.be/OaQkIuxPQww Then I evaluated another Filipino public company Robinson's Retail (RRETY) - https://youtu.be/MnKlw8JcDAg I then recapped this case study after I evaluated all 44 Filipino OTC ADR's and how you which 3 Filipino companies I added to my watchlist. I also tell you a few more that may be great investments if and when valuations and debt levels come down. https://youtu.be/tZqasEhPkh8 In the next video I did an overview of why San Miguel Corp - SMGBY - Got added to my watchlist. https://youtu.be/TFAiBlhtoTs For more context on this watch the San Miguel Corp video linked further above. I then showed you why The Philippine Stock Exchange (PSKXF) Is on my watchlist. https://youtu.be/G02IcQdETKE And then told you why JG Summit Holdings - JGSMY - is on my watchlist - https://youtu.be/KSXRyn6mQbA Then we stuck to evaluating our first Australian company ASX Ltd - ASXFY is the stock ticker - https://youtu.be/EkSVC5ixdf4 I then showed you how to find the companies financial statements and tell you why I focus on certain ones at this still early stage of analysis - https://youtu.be/WKhUNiERB-8 I then shared my thoughts on the first part of this companies financials. This includes the notes I've taken up to this point and something that pissed me off when I saw it in the financial statements - https://youtu.be/GcKGJ5-31XM
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