Category: Uncategorized
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How did Mr. DIY Fare for its First Week of Trading
A couple of weeks ago, I wrote about whether Mr DIY is a good investment opportunity here and here. I felt that its offer price of RM1.60 is fair, meaning it is neither overvalued nor undervalued. This is a follow up to how Mr DIY fared for its first week…
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Radical Ideas for Malaysia’s Political System
I am not one to go into political opinions as I have always stay cleared of politics. Consider this my contribution in how we can improve our current political system, without breaking it or siding with any political parties. At the end of the day, I am just a Malaysian…
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My Investment Strategies for November 2020
It has been 9 months since the Covid-19 outbreak in January 2020. Much has changed since then. The way the stock markets around the world have behaved defied any kind of investment logics. It feels like the wild wild west again in 2020. While I expected that the Dow Jones…
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How I use the Price Earnings Ratio - An Intuitive Way of Thinking about Valuation (Part 2)
This is the continuation from the Part 1 of How I use the Price Earnings Ratio, where I mainly wrote about how I used the ratio in normal times to value companies. Part 2 here will encapsulate what happens when conditions aren’t normal and out of whack. More specifically, I…
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My Take on Jomo’s Suggestion for Bank Negara to Buy Government Bonds Directly
You can find the news from Jomo here. Jomo is in the opinion that the government should just raise funds from selling government bonds directly to Bank Negara Malaysia. Government bonds for borrowing should be issued domestically and sold to Bank Negara Malaysia, says an economist. My take on this…
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Why Mr DIY could be a Worthy Investment Opportunity - Outlook for the Incoming IPO (Part 2)
Disclaimer: I bear no responsibility to any actions or decisions taken by anyone pertaining to this research. I previously wrote about Mr DIY in Part 1 here, and how Malaysia is looking like for a company selling various household goods and items. Since then, Mr DIY’s prospectus has been released…
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How I use the Price Earnings Ratio - An Intuitive Way of Thinking about Valuation (Part 1)
I have frequently used the price earnings ratio in all my analysis and valuations because it provides the easiest way to analyse a company. What is price earnings ratio? How do we use it to analyse a company? What are its strengths and weaknesses? This guide will attempt to inform…
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Why Mr DIY could be a Worthy Investment Opportunity - Outlook for the Incoming IPO (Part 1)
Mr DIY will be listing its shares to the public possibly by the 4th quarter of 2020, hoping to raise about RM1.5bn with a price of RM1.6 per share. This marks one of the biggest issuance in years as it is in talks with investors like AIA, Aberdeen and Blackrock…
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What the Ekovest Deal with PLS Plantation Means and How We can Make Sense of It
Ekovest Berhad, the company involved in the Bandar Malaysia project, is trying to buy RM85.8m of shares and warrants of PLS Plantations Berhad. With this transaction, Ekovest will have 57.3% of PLS, and control the company board. Ekovest constructs and manages roads and properties, while PLS Plantations mainly plants and…
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Increasing Risk of Trade War Again
Increasing Risk of Trade War Again Semiconductor Manufacturing International Corp. retreated to a four-month low in Hong Kong after the U.S. imposed export restrictions on China’s largest chipmaker. The shares slumped as much as 7.9% on Monday, adding to their 25% loss for the month. Also listed in Shanghai, SMIC’s stock…
Slice of P.I.E 