Holcim Philippines, Inc. – Fan Request

Watch the video with Andrew Stotz or read a summary of the World Class Benchmarking on Holcim Philippines, Inc.



Philippines on Demand

Thanks to Lawrence Luz for the request to see World Class Benchmarking on Holcim Philippines, Inc. (HLCM PM).

Background

Philippine company engaged in the provision of construction solutions. HLCM’s Clinker and Cement segment involves manufacturing and selling of clinker and cement for both the domestic market and export. Other Construction Materials and Services include operations from the ready mix concrete business and aggregates.

World Class Benchmarking

HLCM has maintained its World Class rank on Profitable Growth since 2012.

Profitability is the main strength, Growth has been more volatile.

HLCM has maintained its World Class rank on Profitable Growth since 2012

Asset utilization and Profit margin are still excellent.

Sales growth fell one step in the past 12 months. Margin change dragged down the Growth rank, fell to worst from the best decile.


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DISCLAIMER: This content is for information purposes only. It is not intended to be investment advice. Readers should not consider statements made by the author(s) as formal recommendations and should consult their financial advisor before making any investment decisions. While the information provided is believed to be accurate, it may include errors or inaccuracies. The author(s) cannot be held liable for any actions taken as a result of reading this article.



About the Author

Dr. Andrew Stotz, CFA
Dr. Andrew Stotz, CFA is the CEO of A. Stotz Investment Research, a company providing institutional investors with ready-to- invest portfolios in Asia that aim to beat the benchmark through superior stock selection. The company also provides buy- and sell-side clients with financial models to value any company in the world and World Class Benchmarking to determine what companies are financially world class. Previously, as Head of Research at CLSA, Andrew was voted No. 1 Analyst in Thailand in the Asiamoney Brokers Polls for 2008 and 2009. He was also voted No. 1 Analyst in Thailand in the 2009 Institutional Investor magazine All-Asia Research Team Report. Andrew earned his PhD in finance at the University of Science and Technology of China in Anhui province, with a focus on answering questions raised by fund managers and analysts during his career about picking stocks and managing portfolios. In addition, Andrew has been a lecturer in finance for 22 years at various universities in Thailand. Since 2013, he has been the president of the CFA Society of Thailand. He is also the author of How to Start Building Your Wealth Investing in the Stock Market.