Category: Uncategorized
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Genting Malaysia Berhad – Should you Invest (2019 Outlook Updated)
Dear readers, it has been a while since I updated anything related to investment calls or rather anything on my blog. I have been busy with work commitments and time has not been kind to someone working in the central bank. Anyway, you can find my previous updated GMB piece…
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Kuala Lumpur Kepong – Is it the right time to take some profits off? (Updated Aug 2018)
Hi guys, I have updated the full analysis of Kuala Lumpur Kepong for 2018. You can find my past full analysis here and my excel file Kuala Lumpur Kepong Model v16. I hope you find this useful for your own investing purpose. Disclaimer: The article represents mine and my view/opinion alone…
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Tesla’s privatisation deal – Does it make sense?
Post Picture from Wikipedia I am sure many of us have heard of the recent news on Elon Musk’s plans to privatise Tesla with at $420 per share here. This is an interesting topic to me – privatisation. Why do companies privatise? What are their motives? What kind of value…
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Genting Malaysia Berhad – Should you Invest (Updated for 2018)
Hi all, it has been a while indeed since I last fully updated the analysis on Genting Malaysia Berhad. I have learned some lessons from my last analysis and have changed it accordingly in this version. This is quite a big revamp of the analysis since I got a lot…
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News of the Week (30 July 18 – 3 Aug 18)
Hi all, it has been a while since I have updated anything for this blog. Starting to get back into it. One of the ideas I had was to write about the happenings of the week, and to compose my thoughts on them. I am thinking of segregating the news…
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Update on Genting Malaysia Berhad – 29 Oct 2017
Disclaimer: The article represents mine and my view/opinion alone and does not represent any other companies’ or the company I am working for. This is an independent project for informational/research purposes and I do not have any trading position in the company below. Hi all, just wanted to provide an…
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IOI Properties – SP Setia-like Company?
Disclaimer: The article represents mine and my view/opinion alone and does not represent any other companies’ or the company I am working. This is an independent project for informational/research purposes and I do not have any trading position in the company below. Hi guys, its been a while since I…
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Purchasing Manager Index – What is this?
I have recently gain some interest in the Purchasing Manager Index from reading this article here from the Star on the Nikkei Malaysian Purchasing Manager Index. I don’t really know much about this index other than just occasionally reading it on the news that an above 50 indicates an expansion and…
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Update on Kuala Lumpur Kepong – 12 Aug 2017
Hi guys, just wanted to update my call on Kuala Lumpur Kepong. This will be a brief update on its share price performance and its peers only since there wasn’t much happening in the past month. Please find my original coverage report here and 12 July Update here . My latest Excel Kuala…
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Update on Genting Malaysia Berhad – 11 Aug 2017
Hi guys, just wanted to give an update on Genting Malaysia Berhad. You can find the previous update here and the original full coverage here. There hasn’t been much news on Genting Malaysia Berhad especially on its UK operations and its potential write off in its investment in the US. My…
Slice of P.I.E 