PlanMaestro Posted January 16, 2013 Share Posted January 16, 2013 https://www.bcgperspectives.com/content/articles/globalization_growth_introducing_the_2013_bcg_global_challengers/ The Latin American list looks about right, but they are expensive. Can somebody comment on the others? Link to comment Share on other sites More sharing options...
king888 Posted January 17, 2013 Share Posted January 17, 2013 https://www.bcgperspectives.com/content/articles/globalization_growth_introducing_the_2013_bcg_global_challengers/ The Latin American list looks about right, but they are expensive. Can somebody comment on the others? My 2 cent. Malaysia AirAsia is around the 52-week low. Because its dominant in Malaysia's market threaten by coming new Low Cost Airlines . But the valuation now is even lower than its Thailand affiliates (AAV:TB) . So I guess at this price ,it is somehow attractive. Thailand Coincidentally,I just discuss Indorama Venture(IVL:TB) last night. It is run by Thai-Indian family and number 1 producer of PET and run a largest Polyester plant. IVL has footprint in Asia, North America & Europe. The margin compression this year is due to Asia sector but NA & EU still doing good. The company has informative IR section and webcast here http://ivl.listedcompany.com/webcast.html Link to comment Share on other sites More sharing options...
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