Category: Uncategorized
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Fresh Off the Oven – Learning About Japan’s Property Investment Strategy
I did read some interesting this week. It was about how some big boys of finance were buying up all sorts of Japanese companies for their properties. Did I read that correctly? No, not their fundamentals, not their potential outlook for the future, but properties. More specifically, properties that they…
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Here are the 5 Malaysian Telecom Companies I am Looking At
I have previously written that the telecommunication sector is at a sweet spot of being undervalued and has a high forecasted earnings growth rate in Malaysia. Now, I am looking at the specific companies that fit this criteria. Here is the stock screener that I used from investing.com to screen for the companies in…
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Fresh Off the Oven – Taking a Look at China
I am not going to lie. I used to cover China’s economy and stock market extensively in my old job as an economist. But I got sick of it. Not because I was not interested in doing the analysis. I loved being an economist and stock market analyst. But corporate…
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Fresh Off the Oven – Taking a Good Look at Malaysia’s Market
Source: Unsplash One thing caught my eye this week. And no, it’s not a pretty girl. I am a married man. One wife is enough. The FBMKLCI (Malaysia market) is still trading at only around 1,600 levels. And it has been so for the past few weeks. If you have…
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Fresh Off the Oven – Trump Trumps Kamala
Source: Curious Earth Well, Trump has won. What now? The U.S. markets seemed to sigh a relief as it was within expectations. After all, Biden’s approval rating plummeted halfway into his presidency and reached a low of 38% recently. The S&P 500 rose by 4.6% to end last week at…
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How to Identify Winners from Budget 2025
Winner, winner, chicken dinner. Or as the industry said, pick winners. But I am not doing that. Many research houses did that for Malaysia Budget 2025 when I highlighted what they said here. Instead, I will outline the research process, theory and practical application of reliably identifying companies that could…
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Fresh Off the Oven (21–25 Oct) — Was the Budget 2025 Good for Malaysia?
It’s been a week since Malaysia’s Budget 2025. As the dust settles more comfortably on the floor, I want to take a deeper look at the performance of the Malaysian market and its sectors. Disclaimer: This is not investment or financial advice. This is meant for educational purposes and we…
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Fresh Off the Oven (14–18 Oct) — Can Malaysia Stock Market Regain 1,700?
Always the eternal optimist. The Budget 2025 has just concluded. And there is one big fat elephant in the room. Can the FBMKLCI regain 1,700 by the end of the year? Prime Minister Anwar Ibrahim seems to think so as he blows his foreign investment horn loudly by declaring that…
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Fresh Off the Oven (7 – 11 Oct) – Did China just Crash Again?
Uncle Pooh be bringing us in a merry-go-round I still remember a fond memory of taking the merry-go-round with my parents in a fair in town. I was young, still clinging on to the sleeves of my mom. But as I ascended to the top, the lights flickered first into…
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5 US Companies that I am Looking at For Rate Cuts
Source: Unsplash Researching and writing about companies is a strange one. Many expect people to pick stocks for them. But I don’t believe in that. I believe that it’s easier and better to do your research on them. What I will do here is outline the research process I take…
Slice of P.I.E 