June 20, 2021

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This would be an important week politically for the country. With the Conference of Rulers' meeting scheduled to be on 16th June, it would play a pivotal role towards our country's approach especially on the issue of Emergency Proclamation (extension or ending) and Parliament reconvening. Malaysia a...
Picture Source : The StarComing into this quarterly reporting, there were many rumours surrounding Top Glove performance. On the extreme ends, there were those who said Top Glove results is badly impacted from CBP Ban resulting them unable to deliver half of what they did last immediate quarter...
We are now right smack at the middle of 2021. Globally, Covid-19 appears to be slowly subsiding with the rollout of vaccination but domestically, Malaysia is fighting one of the hardest battle in the nation's pandemic history. With second full total lockdown since MCO 1.0 in March 2020, it woul...
OFI was my first long term value stock of 2021. When I first wrote about it here, it was undervalued and hidden from plain view despite a clear turnaround in the company. There may be reasons it is neglected by the investing community, one of it would be because it was on downtrend from a share pric...
Dear all, I just want to drop in a quick update on Peterlabs. Back in 2020, I highlighted Peterlabs in an article dated 10th December. I shared Peterlabs as my gratitude stock to all readers as the numbers of followers on my Telegram channel finally hit 6000 pax. Why did I choose Peterlabs? There ar...
I won't elaborate further on MCO 3.0 as it was highlighted in previous commentaries. Diving straight into it, as 4D outlets, casino and most business sectors will be closed, I believe retail investors will flood back to the stock market in droves. So this will benefit stocks related to higher ADV (A...
For MFCB which is my long term value stock in 2020 remains to do very well. It is important to note that the results for Q1FY21 was supposed to be the weakest quarter due to supposedly dry season resulting in lowest contribution from Don Sahong. Despite that, their EFA is 80% compared to l...
In a blink of an eye, 2020 have passed and now we are on to the second month of 2021. Many seniors I know in their golden years have lamented to me how the Covid-19 pandemic have stolen the time of th...
Last year August 2020, I wrote a piece about Sri Trang Agro as a long term value stock due to the strong fundamental nature of the company which meets all my metrics as a long term investment. As of F...
Last year August, I wrote about MFCB as a long term value stock due to the strong fundamental nature of the company which meets all my metrics as a long term investment. As of close of Friday, MFCB cl...
2020 which was supposed to be a fresh start of new decade has brought about a rude awakening for all due to the pandemic that swept across the globe. Global economies pummelled, unemployment piled up ...
Thank you for the support as Tradeview Public Channel has broken 6000 followers today. Maybe to some it is an ordinary feat but to me, I am very thankful for the interest in my writings. To be honest,...
Hartalega came out very strong during the recent AGM. What I like about Hartalega's message is the confidence it gives to the shareholders and market including their statement when asked on analyst ea...
There are many articles and reports on the Malaysia Glove Sector. I have written extensively as well in the past few months. It is quite clear that our Glove Sector now enjoys great global / regional ...
This is my 4th insights on along term value company. Reiterating, in the past, I have written on long term value companies include the likes of Allianz, QL, DKSH, RCE Capital, Poh Kong, Riverstone Hol...
This is my 3rd insights on along term value company. I have written on long term value companies include the likes ofAllianz, QL, DKSH, RCE Capital, Poh Kong, Riverstone Holdings, Oriental Holdingsamo...
Most readers know that I called Riverstone Holdings Ltd first back in end 2019. Since calling entry of Riverstone at 90 sens and adding more subsequently at 70+ sens during March plunge, the share pri...
Many have already been covering glove and related topics. Some writers are very bullish, some are arguing it is highly overvalued and pending a crash. However, this wont be my topic today. I would lea...
Before, I get into the details, a quick refresher. On 24th March 2020, I posted this article "Cash Is King, Time To Deploy?". It was one of the articles that received wide attention. For those who mis...
We primarily invest our funds in KLSE stocks. However, over the years, we have been investing across markets globally and have found some good investments in foreign markets. The reason for this is be...

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