Tag: Investment
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Fresh Off the Oven – Merry Christmas
Christmas cheer is here, and so is Mariah Carey’s annoying song that won’t stop playing in my head. “All I want for Christmas is you” At this point, all I want is for that song to stop. But the show must go on. So is this newsletter. This week, we…
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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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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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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 (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…
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Cutting the Crust Newsletter (19 Aug – 23 Aug)
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 performed mightily well from last…
Slice of P.I.E 