January 29, 2023

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Comfort Gloves Results Update (Q1 FY21)

Comfort Gloves Results Update (Q1 FY21)
A stellar record breaking results from Comfort gloves. It is impressive because it is one of the smaller glove players but being able to achieve such results is no mean feat. Looking at this Q1 results alone, it makes up 76% of the full year FY 20. This would mean come next quarter, their results wi...
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1249 Hits
0 Comments

Outcome of Conference of Rulers (Emergency, Parliament & Politics)

Outcome of Conference of Rulers (Emergency, Parliament & Politics)
Following the much awaited Conference of Rulers, the outcome came to an interesting twist. This is especially so after the PM of the incumbent government preempted today's conference with his own announcement of the National Recovery Plan yesterday evening.I have previously highlighted the importanc...
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  2160 Hits
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2160 Hits
0 Comments

Strategy Note - The Week of Conference of Rulers (Emergency, Parliament & Politics)

Strategy Note - The Week of Conference of Rulers (Emergency, Parliament & Politics)
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...
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  1013 Hits
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1013 Hits
0 Comments

Malaysia's Glove Sector & Medline Industries Inc. Blockbuster US$34 Billion Deal

Malaysia's Glove Sector & Medline Industries Inc. Blockbuster US$34 Billion Deal
The glove sector is a remarkable industry which have captured the imagination of many investors for the past 1.5 years. As we are now approaching the point of resolution of Covid-19, many of the glove stocks share price have retraced significantly from its peak in 2020. In fact, so much so that...
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  7109 Hits
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7109 Hits
0 Comments

Top Glove Results Update (Q3 FY21)

Top Glove Results Update (Q3 FY21)
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...
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  1584 Hits
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1584 Hits
0 Comments

Cashflow Is The Lifeline Of A Company

Cashflow Is The Lifeline Of A Company
I have had many opportunities over the years to meet many businessmen. Be it big or small, whenever I ask them what is most important thing when running their business, without hesitation they will tell me - cashflow. Cashflow is the reason why a company can remain a going concern. It is also the re...
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  1326 Hits
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1326 Hits
0 Comments

Insights 2 : Media Chinese International Limited (5090) - The Collection of Chinese Journalism

Insights 2 : Media Chinese International Limited (5090) - The Collection of Chinese Journalism
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...
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  1323 Hits
  2 Comments
1323 Hits
2 Comments

Scam Artist, Conmen & Charlatans Are Almost Always Charming

Scam Artist, Conmen & Charlatans Are Almost Always Charming
I have thought long and hard whether to write a sensitive topic like this especially on a public forum. This is because it would most definitely ruffle feathers. However, the reason I press ahead is because of the impending total lockdown in June which would likely once again draw large retail inves...
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  1164 Hits
  1 Comment
1164 Hits
1 Comment

OFI Holdings Berhad - Long Term Value Stock (Q4FY21 Update)

OFI Holdings Berhad - Long Term Value Stock (Q4FY21 Update)
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...
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  1615 Hits
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1615 Hits
0 Comments

Peterlabs Holdings Berhad - Long Term Value Stock (Update)

Peterlabs Holdings Berhad - Long Term Value Stock (Update)
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...
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  1702 Hits
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1702 Hits
0 Comments

Nationwide Total Lockdown Sectors Outlook

Nationwide Total Lockdown Sectors Outlook
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...
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  942 Hits
  0 Comments
942 Hits
0 Comments

MCO 3.0 > 1.0. Deja Vu?

MCO 3.0 > 1.0. Deja Vu?
It would appear we are back to square one. How is it that US (under Trump) that was once the world's leader in Covid-19 with President Biden only on the job for 4 months have now been overtaken by Malaysia in terms of infection rate per capita? (Picture source: The Malaysian Reserve)With the headlin...
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  975 Hits
  0 Comments
975 Hits
0 Comments

Mega First Corporation Bhd - Long Term Value Stock (Q1FY21 Update)

Mega First Corporation Bhd - Long Term Value Stock (Q1FY21 Update)
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...
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  2639 Hits
  0 Comments
2639 Hits
0 Comments

MCO 3.0 Total Lockdown Yay or Nay for The Markets?

MCO 3.0 Total Lockdown Yay or Nay for The Markets?
On 18th May 2021, I was one of the many of fortunate ones who have registered for the AZ vaccination through the opt in programme. My center was at PWTC and it was well organised internally. The experience was a first time for everyone and I noticed regardless of the age group or background, most ar...
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  2245 Hits
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2245 Hits
0 Comments

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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