September 18, 2021

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Top Glove Results Update (Q4FY21) & Management Briefing

Top Glove Results Update (Q4FY21) & Management Briefing
Top Glove latest results may have come to a surprise to many as its revenue halved QoQ to RM 2.1B and Net Profit fell below RM 1B to RM 607M. The reasons were predominantly due to three factors : 1. There were no sales to US from April 2021 which forms 15% of Top Glove income contribution. 2. ASP an...
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News Straits Times Business x Tradeview - Stories of Retail Investors & the Stock Market

News Straits Times Business x Tradeview - Stories of Retail Investors & the Stock Market
Dear all, I have been rather busy recently hence there were lesser market commentaries compared to the past. The reason is because after my book launch, I have started working on a pro bono project on the side, to champion my personal belief; which is empowering retail investors and lending voice to...
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StarBiz Weekly Column No.8 - The Fund Flow Conundrum

StarBiz Weekly Column No.8 - The Fund Flow Conundrum
Dear all, this is my 8th weekly column in StarBiz. This week topic is a bit heavy and focuses on fund flow in our local stock market. For your reading pleasure. If you can't access, you can read HERE. If you all have any ideas or thoughts to share with me, you can always reach out to me at : Fo...
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Key Takeaways From Hartalega's 2021 AGM

Key Takeaways From Hartalega's 2021 AGM
Annual General Meeting are opportunities for ordinary shareholders to access management of listed companies. It is particularly important for retail shareholders due to their lack of corporate access on a normal basis unlike research analysts or fund managers. Naturally, this would lead to it b...
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StarBiz Weekly Column No.7 - Are Online Forums Still Relevant for Retail Investors?

StarBiz Weekly Column No.7 - Are Online Forums Still Relevant for Retail Investors?
Dear all, this is my 7th weekly column in StarBiz. This week I wrote about online forums & retail investors after Serba Dinamik took KLSE Screener to court. I highlighted I3investor, StockBit, Malaysiastock.Biz & Lowyat.net and their importance to daily internet users. I was a once a sm...
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Media Chinese, Uchitect & Allianz Results Update

Media Chinese, Uchitect & Allianz Results Update
Media Chinese International Results Update (Q1 FY22) MediaC results have shown improvement YoY by narrowing its losses significantly due to the economy reopening of foreign markets. However it slipped back into the red as travel business yet to pick up due to Delta variant resurgence globally&n...
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Supermax Results Update (Q4 FY21)

Supermax Results Update (Q4 FY21)
Supermax results came in better than my expectations as I was anticipating quite a steep drop in revenue and profits due to MCO / EMCO closure impact. It is rather positive to see they managed a revenue of RM1.875B and net profit coming in at RM 958M (after minority interests). This is also because ...
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Silverlake Axis Results Update (Q4 FY21)

Silverlake Axis Results Update (Q4 FY21)
Silverlake Axis revenue came in RM 176.7 Million for the final Q4 and it is an improvement of 12% YoY compared to earlier Q4 at RM 156 Million. Net profit came in at RM 36.9 Million this quarter versus  RM 59.1 Million last quarter. The discrepancy in topline versus the bottomline is ...
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OFI Holdings Berhad - Long Term Value Stock (Q1FY22 Update)

OFI Holdings Berhad - Long Term Value Stock (Q1FY22 Update)
OFI results for the quarter was badly impacted in terms of topline due primarily to closure of facilities for 2 weeks and also running only at 60% capacity. It effectively translates to losing 1 full month of efficient operations. This also directly impacted their revenue falling...
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StarBiz Weekly Column No.6 - The Economics of Politics

StarBiz Weekly Column No.6 - The Economics of Politics
Dear all, this is my 6th weekly column in StarBiz. This week's topic is a bit different from my past writings as it is more of the macroeconomics perspective with focus on politics rather than the stock market. For your reading pleasure. If you all have any ideas or thoughts to share with me, you ca...
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MFCB Results Update (Q2 FY21)

MFCB Results Update (Q2 FY21)
MFCB did very well and exceeded my expectations. This is primarily due from Don Sahong and it is a result of its higher Energy Availability Factor (EAF) at 95.2% due to higher water levels. This is remarkable no less as usually the wet season is between June to November. Don Sahong contributed reven...
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StarBiz Weekly Column No.5 - The Elusive Vaccine Play

StarBiz Weekly Column No.5 - The Elusive Vaccine Play
Dear all, this is my 5th weekly column in StarBiz. This week I share my insights on the chase of profits in "vaccine plays". For your reading pleasure. For those who can't access, can read HERE If you all have any ideas or thoughts to share with me, you can always reach out to me at : Follow Telegra...
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You Cannot Reason With A Tiger When Your Head Is In Its Mouth

You Cannot Reason With A Tiger When Your Head Is In Its Mouth
The quote above is by Winston Churchill, Britain's controversial but brilliant Prime Minister in the darkest period of his country during WW2. This was especially important as though Churchill had very questionable qualities as a person and highly unpopular, his steadfast and unbending spirit helped...
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StarBiz Weekly Column No.4 - Comfort In Consensus, or Victim Of It?

StarBiz Weekly Column No.4 - Comfort In Consensus, or Victim Of It?
Dear all, this is my 4th weekly column in StarBiz. This week I share my views on the concept of "Consensus" which is used by the research analysts industry and its role in valuing companies.If you all have any ideas or thoughts to share with me, you can always reach out to me at : Follow Telegr...
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Resilient Riverstone Results Update (Q2 FY21 )

Resilient Riverstone Results Update (Q2 FY21 )
Riverstone results is out for Q2 of the year. The results delivered is in half year format as that is how SGX Reporting is done. For 1H2021, the Revenue is RM 2.02 Billion. Which means for Q2 this quarter, it is equivalent to RM 987 million lesser (4.6%) than Q1 which was RM 1.032 Billion. Net Profi...
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StarBiz Weekly Column No.3 - No Such Thing As 'Too Big To Fail’ In China

StarBiz Weekly Column No.3 - No Such Thing As 'Too Big To Fail’ In China
Dear all, this is my 3rd weekly column in StarBiz. The focus this week is the regulation wave in China impacting global stock markets. For your reading pleasure. If you all have any ideas or thoughts to share with me, you can always reach out to me at : Follow Telegram : Click HERE Follow Faceb...
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Hartalega Phenomenal Results Update (Q1 FY22)

Hartalega Phenomenal Results Update (Q1 FY22)
Dear all, I find this results commentary particularly hard to write. This is because I have been writing on gloves for a long time and I have also written on Hartalega in my book Once Upon A Time In Bursa. I will try to express this as objectively and honestly as I can. Hartalega's Revenue this quar...
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Kossan Results Update (Q2 FY21)

Kossan Results Update (Q2 FY21)
Kossan results were released today. Again it was brought forward by almost 3 weeks. I think by now most would be able to see the results, it is self explanatory in terms of its performance. It is a record earnings, highest ever in their corporate history. Revenue was at RM2.23B whilst Profit after t...
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StarBiz Weekly Column No.2 - CTOS, the Pride & Legacy of Creador

StarBiz Weekly Column No.2 - CTOS, the Pride & Legacy of Creador
Dear all, this is my 2nd weekly column in StarBiz. The spotlight this week is on the successful IPO of CTOS. For your reading pleasure. For those who can't access the above, you can read from this link too.If you all have any ideas or thoughts to share with me, you can always reach out to me at : Fo...
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Strategy Note (2H 2021) - Post MCO Lockdown Outlook

Strategy Note (2H 2021) - Post MCO Lockdown Outlook
Last week, Malaysia Covid-19 cases hit a daily record high of 13,215 with total cases reaching 880,782 (2.75% of total population) while the death numbers hit 6,613. Malaysia's situation is far worse than where we were 1.5 years ago. This week, death rate has broke above 7000 cases and total ca...
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