November 29, 2021

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【灼见】冷眼观“世霸”

世霸动力(SERBADK,5279,主版能源股)疑云至今仍无实际下文,可是,剧情却越演越烈。

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【灼见】民粹主义 误国误民

人民看预算案,就好比小孩看大人切蛋糕。重点永远在于蛋糕如何分配,自己受益的到底是什么。因此,政客看准了这个心态并以此为出发点。

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【灼见】财算遇Timah 烟酒税堪忧

马来西亚在19世纪是举世闻名的锡出产国,由于18世中就开始大量开发锡矿资源,许多采矿劳工也从中国下南洋落地大马。在1979年顶峰时期,我国锡产量占了世界总额的31%。

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【灼见】扶弱成败,民心先行

打从一个月前,社媒已开始因一系列与土著股权相关政策事件导致争议不断。之前财政部宣布的海关审核货运代理商执照51%土著股权,也让货运领域心寒。

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294 Hits
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【灼见】我当你兄弟,你当我雷曼兄弟

中国第二大房地产开发商恒大集团,陷入债务困境,破产谣言四起。

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346 Hits
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CBP解禁,顶级何去何从?

在过去近一年半疫情期间,顶级手套面临最大的挑战并非股价波动,而是劳工问题。

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384 Hits
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【灼见】谦虚谨慎,屹立不倒

马云、郭鹤年和李嘉诚有什么共同之处?首先,他们在不同时段都是首富。再来,他们企业的业务,和人们的日常生活息息相关。

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【灼见】政治掣肘经济:不变铁律

就以韩国为例吧,三星集团继承人李在镕于周五8月13日获假释出狱。他因在2017年牵涉韩国前总统朴槿惠"闺蜜干政"案而入狱。但是,随着疫情严峻和全球出现芯片半导体短缺现象,"赦免李在镕"声浪在过去数月四起。当然,这是表面的政治说辞,忽悠人民的故事而已,背后其实隐藏多面考量。

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莫让企业英雄志未酬

1986-1991年日本股市经历的泡沫经济(baburu keiki)和1990-1997年东南亚的超级牛市,带来史无前例的短暂财富给小股民。当时的投资者买什么涨什么,毫不根据公司基本面做考量。一夜间投资股市致富的人非常多。可惜,好景不长,"易财易主"。随着1991和1997年的到来,各国迎来股市大崩盘,绝大部分股民血本无归。

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养老金,换希望?

说实在的,最近翻阅报章或刷社媒,看见的都是非常消极的资讯。"失败国论"、医院爆满、死亡人数屡创新高、人民排队领物资等场景让人感慨万分。因此,不难了解许多人对国家和生活的前景感到一片茫然。

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股市繁景需“三足”鼎立

上周,彭博社专栏评论员丹尼尔莫斯(Daniel Moss)写了一篇严厉的文章,在各媒体广发流传。其要点是,如果马来西亚继续倒退,终将濒临"失败国家"。

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738 Hits
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小股民是待宰羔羊

近来,网上疯传一段视频,片段中一位散户投资者在股市遭受重大损失,并且有意寻短见。他致电于FM988大城心事的节目,希望能得到DJ陈峰的开导。

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谁在霸凌?谁被霸凌?

老实说,随着世霸大股东撤回开除毕马威,并且有意委任安永进行第三方独立审计,我以为这事会暂时告一段落。出乎意料,世霸上周召开新闻发布会,公布他们将起诉毕马威和索赔巨款。世霸面向媒体不仅没安抚蒙受巨额亏损的股东们,反而还通过威胁和辱骂来展示他们的力量。

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664 Hits
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BURSA失吸引力?

Carsome和GRAB纷纷赴美上市,大马交易所(BURSA)是否失去吸引力?

1997亚洲金融风暴之际,BURSA当时名为吉隆坡证券交易所 (KLSE)是在日本东京证券交易所(Tokyo Stock Exchange)和香港联合交易所 (SEHK)之后排行第三大的亚洲股市。

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785 Hits
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世霸若心安理得就面对审核

我考虑了许久是否要对此敏感课题提笔,毕竟文章一出必定会造成某些人忐忑。虽然如此,因为我国目前处于全面封锁,我也相信必定会有很多股民再次涌入股市,就决定还是写了。一旦小股民像去年一样焚身投资,我非常确定机会主义者和股市里的妖魔鬼怪必然趁虚而入打小股民的主意。我个人不愿意再一次看到股民的血汗钱被不良分子卷走。

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Tech Sector Bulletproof to Frothy Valuation?

Tech Sector Bulletproof to Frothy Valuation?
The stellar run up of Malaysia's tech sector in the past year is undeniably impressive. Long ago, Penang Island was regarded as the Silicon Valley of The East due to the vast numbers of international semiconductor companies which set up manufacturing hubs. This created an ecosystem where supporting ...
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1677 Hits
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Once Upon A Time in Bursa by Tradeview

Once Upon A Time in Bursa by Tradeview
I would like to take this opportunity to express my sincere appreciation for the support over the years. This is the 7th year since I started writing publicly on companies and the stock market. For the longest time, I have taken pride on being one of the more objective and honest writer in the inves...
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1935 Hits
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Journalism & Extraordinary Individuals

Journalism & Extraordinary Individuals
Today I am writing on a topic somewhat unrelated to stocks. It just came to me after reading a column in The Star by Datuk Seri Cheah Cheng Hye, Penang born billionaire fund manager and founder of Value Partners listed in HKEX.     Picture source : NYFA.edu If you happen to read his column...
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675 Hits
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The Glove Surge, A Mirage or A Path To Oasis?

The Glove Surge, A Mirage or A Path To Oasis?
Readers know I am a believer in glove companies, I always have been and until now I believe that glove companies especially Hartalega & Riverstone are undervalued. My view remains consistent and transparent. There is no flip flop just because the glove sector faced a weaker sentiment in the past...
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iSinar EPF Withdrawals For The Stock Market, One Should Err On The Side of Caution

iSinar EPF Withdrawals For The Stock Market, One Should Err On The Side of Caution
Retail investors was the unsung hero of Bursa in 2020. As we are now coming towards the end of March 2021, retail investors participation remains very high. Local institutions have been selling non stop since the start of the year which in my honest view was quite surprising. Considering how bullish...
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