Category: Uncategorized
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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…
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Fresh Off the Oven Newsletter (30 Sep – 4 Oct)
Even Tupac has his eyes on China now. The Chinese markets rose to greater heights. The Hang Seng China Enterprise Index (HSCEI) gained 12% for the week to 8,156 as investors piled on into the market following bold actions taken by the Chinese central bank. Last week, I published a full…
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A Deep-Dive Into 99 Speed Mart
99 Speed Mart was listed on 9 September and the share price soared by 16%. It is Malaysia’s biggest mini-mart player, and investors are excited about investing in it. It is currently up by 16% from its listing price of RM1.65. I didn’t want to cover 99 before this as I think…
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Fresh Off the Oven (13 Sep – 20 Sep)
50, the magic number! The Federal Reserve pulled a 50 bps rate cut on everyone. And it has been glorious for markets and investors. This week, we are covering the impact of the 50 bps rate cut on the US, Chinese and Malaysian markets and taking a look at the…
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Cutting into the Crust Newsletter (13th September 2024)
If you are having problems identifying which companies to research and invest in, you have come to the right place. Cutting to the Crust newsletter is a comprehensive newsletter on the 4 to 5 companies from the U.S., China, Malaysia and other countries that have either performed mightily well from…
Slice of P.I.E 