March 21, 2023

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What I Learn of Fundamental Arbitrage Through Sri Trang Agro

What I Learn of Fundamental Arbitrage Through Sri Trang Agro
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...
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2020 Year-End Portfolio Return 56.3% as at 31st December

2020 Year-End Portfolio Return 56.3% as at 31st December
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 ...
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Insights 6 : Peterlabs Holdings Berhad, My Gratitude Stock 2020

Insights 6 : Peterlabs Holdings Berhad, My Gratitude Stock 2020
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,...
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Unwavering Confidence In Glove Makers In Spite of Vaccine Newsflow

Unwavering Confidence In Glove Makers In Spite of Vaccine Newsflow
The market sentiment over the week was a mixture of anxiety and joy. Joy for those who believed in value stocks and blue chips, whereby it surged tremendously. Anxiety however, are for investors of gl...
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Best Time To Buy, Is When The Fear Is In Your Gut.

Best Time To Buy, Is When The Fear Is In Your Gut.
I wrote increasingly frequent as the market plunge and less so when the market rebounded. This was the same back in March plunge 2020. I believed readers and retail investors needs the most guidance a...
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Insights 5 : Hartalega Holdings Berhad - The King of Nitrile Gloves

Insights 5 : Hartalega Holdings Berhad - The King of Nitrile Gloves
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...
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  5 Comments
5 Comments

Malaysia Do Not Have FAANG. But We Have Gloves.

Malaysia Do Not Have FAANG. But We Have Gloves.
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 ...
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Insights 4 : Mega First Corporation Bhd - The Power Player with Growth Story

Insights 4 : Mega First Corporation Bhd - The Power Player with Growth Story
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...
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Insights 3 : Sri Trang Agro-Industry PCL - Biggest Laggard of The Glove Sector

Insights 3 : Sri Trang Agro-Industry PCL - Biggest Laggard of The Glove Sector
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...
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  17 Comments
17 Comments

Riverstone Holdings Ltd Q2 Results Update - Nothing Short of Spectacular

Riverstone Holdings Ltd Q2 Results Update - Nothing Short of Spectacular
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...
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The Recent Glove Sector Sell Off (June 2020)

The Recent Glove Sector Sell Off (June 2020)
Dear all, apart from Riverstone Holdings Ltd. which I was the earliest to discover and highlight the stock, I have yet to write an article on the glove sector due to a proliferation of articles / repo...
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Riverstone Holdings Ltd (Update) - Flying Under The Radar

Riverstone Holdings Ltd (Update) - Flying Under The Radar
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...
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2 Months Later, ”Cash Is King”, Time to Sell?

2 Months Later, ”Cash Is King”, Time to Sell?
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...
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Insights 2 : Riverstone Holdings Ltd (AP04) - Greatness Lies in Humble Roots

Insights 2 : Riverstone Holdings Ltd (AP04) - Greatness Lies in Humble Roots
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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Insights 1 : Oriental Holdings Bhd. (4006) - A Gift For The Next Generation

Insights 1 : Oriental Holdings Bhd. (4006) - A Gift For The Next Generation
As you all know, I have been writing for quite some time and over the years have accumulated a published track record for all to cross check and verify. There are some stocks which perform more succes...
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1 Comment

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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