Malaysian banks have recently announced their latest financials for the quarter. It is important to consider the impact of return … More
Month: February 2016
The Magic Number 18
Some major cap constituents of FBMKLCI have been reporting lower earnings such as Hong Leong Bank, Sime Darby and Telekom Malaysia. The rest … More
Finding Bottom For Plantation Stocks
We look at 6 plantation stocks that are currently trading on Bursa: IOI, KLK, Genting Plantation, Hap Seng Plantation, TSH … More
Export Stocks: Jumping On The Bandwagon
The Ringgit is weakening. Buy export stocks. Hang on, do we just jump on the bandwagon and chase after the … More
Investing is not a rocket science
I am not an expert in investing. I am not a fund manager. Whatever I say doesn’t hold any weight. … More
Are O&G companies undervalued?
Most O&G companies have seen their prices battered by the fallout in global oil prices. Every investor has the same curiosity … More
Real Interest Rate & Hot Money
Central banks have been cutting interest rates, with the latest moves by Japan and Sweden. The deliberate moves result in … More
A tale of two bourses
For 3-month performance as of 11 February 2016, we saw FBMKLCI declining slightly more than 1 percent whilst the STI … More
Increasing Volatility, Increasing Downside Risk
Since 2015, the 90-day historical volatility has been increasing for both Strait Times Index (STI) and FTSE Bursa Malaysia KL … More
SHCOMP overvalued?
In terms of price earnings ratio (“P/E”), the SHCOMP is trading at a differential premium of 144.2% against HSCEI. … More