Category: Uncategorized
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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…
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The 4 Steps I Take to Analyse a Company for Investments
I am sure many of us have wondered how to research on investing in companies. I have prepared this guide for any of you who is interested in getting your feet into the market and hopefully make it accessible to understand how to invest in a company. I am deeply…
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ByteDance’s $50bn TikTok Global , Bintai Kinden’s Covid-19 Vaccine – Thoughts for the Day
ByteDance’s $50bn TikTok Global China’s ByteDance said on Monday that TikTok’s global business will become its subsidiary. ByteDance said on Monday that it will own 80% of TikTok Global, a newly created U.S. company that will own most of the app’s operations worldwide. Oracle and Walmart, which have agreed to take…
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RM140bn Bandar Malaysia, TikTok TikTok the Clock is Ticking - Thoughts for the Day
RM140bn Bandar Malaysia The kickstart of Bandar Malaysia will boost business across all sectors as it will be a hub to local and international fronts, says Finance Minister Datuk Seri Tengku Zafrul Abdul Aziz. With a gross development value of RM140 billion, it will be the biggest development of its kind…
Slice of P.I.E 