September 18, 2021

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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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448 Hits
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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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568 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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589 Hits
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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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488 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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584 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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545 Hits
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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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  1496 Hits
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1496 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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  1497 Hits
  2 Comments
1497 Hits
2 Comments

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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  564 Hits
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564 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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666 Hits
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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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638 Hits
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Are Research Analysts’ Reports Worth Their Salt?

Are Research Analysts’ Reports Worth Their Salt?
Before I start off, let me qualify that I have a lot of respect for equity research analysts especially who have substantial experience, competency and professional work ethics. They are far and few between. In addition, I would like to state that I am in no position to criticize or condemn research...
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446 Hits
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Where Do Retail Investors Go From Here?

Where Do Retail Investors Go From Here?
For a large part of 2021, the net buyers of the local stock market have been retail investors. Foreign funds are mostly net sellers with some net buying spree on occasions. Local institutions on the other hand have been a consistent net seller for almost every day since the start of the year. There ...
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414 Hits
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USD vs Export Counters

USD vs Export Counters
Following the rout on export stocks since before CNY until the recent rebound, the experience has shown the irrationality of the market. There are times when people are overly optimistic. There are also times when people are overly negative. This cause us to make irrational decisions such as cutting...
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146 Hits
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Insights 4 : Federal Furniture Berhad - The Proxy To Starbucks Expansion

Insights 4 : Federal Furniture Berhad - The Proxy To Starbucks Expansion
Q3 Results of FFHB which was released on 30 Nov 2015 exceeded expecatations of many. Most would know by now many counters that has run up are export counters such as glove makers / wood / furniture / E&E. Simply because of the weak MYR, these companies are making supernormal profit margins which...
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167 Hits
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Insights 2 : UPA Corporation Berhad. - The Leader In Stationary Export

UPA-
Quarterly Results (3Q) of UPA announced on 23rd Nov was fantastic. UPA achieved record quarterly results with a jump of 1.7 times EPS from 4.17 sens to 7.38 sens YoY. The results was spectacular and it can be seen that the weak MYR truly benefitted many export counters which traditionally did not en...
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159 Hits
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Insights : Cycle Carriage Bintang Berhad, Apollo Berhad. & Gadang Berhad.

Insights : Cycle Carriage Bintang Berhad, Apollo Berhad. & Gadang Berhad.
Undervalue Companies :  Gadang  Yesteryday the 1Q2016 was announced and the EPS doubled YoY from 4.41 sens to 9.61 sens. NTA increased to RM1.87. There are many ways to look at this counter to arrive at a fair value. I chose to rely on simple analysis of the quarterly results simply becaus...
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148 Hits
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This  information should not and cannot be construed as or relied on and (for  all intents and purposes) does not constitute financial, investment or  any other form of advice. Any investment involves the taking of  substantial risks, including (but not limited to) complete loss of  capital. Every investor has different strategies, risk tolerances and  time frames. You are advised to perform your own independent checks,  research or study; and you should contact a licensed professional before  making any investment decisions.

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