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Rationale for de-listing a listed company
Here is the list of companies being privatised on Bursa Malaysia in 2H 2019. Companies that are being privatised are mainly made up from the automotive, building material and personal goods industry. This may provide a hint that we are at the end of the business cycle and there is light at the end of the tunnel.
Comparison of Bursa Malaysia listed hardware equipment manufacture
Comparison of Bursa Malaysia listed hardware equipment manufacturer. Comparison of these companies from 3 aspects: Profitability (operating margin), growth (year on year revenue and profit growth)and efficiency (Return on Equity, ROE). Companies that ranked in the top are also the companies whose share price surge the most.
Axis REIT acquisition
An illustration of the property size, the value, the location of Axis REIT transaction over the past few years. Asset owner who would like to sell off their property may get in touch with Axis REIT as long as it is located in a prime area and provides a rental yield of 7% per annum.
Efficiency, Valuation and Gearing of Malaysia listed Real Estate Companies
Comparison of Malaysia Real Estate Companies in term of Efficiency (Return on Asset), Valuation ( Price to Book Ratio) and Gearing (Debt to Equity Ratio). Measurement of the relationship between efficiency and gearing vs the market valuation. This serves as a guideline to pick a good company from the real estate industry.
KLCI Outlook after Budget 2020 Speech
The outlook for KLCI looks bleak as it has breakthrough its neckline and struggles to stand back even with the Budget 2020 announcement.
Comparison of utility companies listed on Malaysia, Singapore and Indonesia
A comparison of regional utility companies on their Return of Equity, Net Profit Margin and Dividend Yield. Companies that are included in this comparison are listed on Bursa, SGX and IDX
Sales Performance of Automotive Brand in Malaysia
Comparison of the year 2018 and the year 2019 for car sales of different brand in Malaysia for the first 8 months. The two national brands, Proton and Perodua has bucked the downtrend of the automotive industry and recorded a higher sales number. Good product mix and price have helped them to stay afloat.
Johor Bahru serviced apartment incoming supply
The incoming supply of Johor Bahru and Kuala Lumpur serviced apartments. Turns out that supply of serviced apartments in Johor Bahru is 3 times the number of serviced apartments in Kuala Lumpur, the capital city of Malaysia and a city that is 5 times larger than Johor Bahru in terms of population.
Malaysia Serviced Apartment Overhang Situation
The price range of Malaysia serviced apartment that is facing the most severe oversupply situation
Malaysia condominium overhang situation
The price range of Malaysia condominium that is facing the most severe oversupply situation
Malaysia Print Media Industry (1)
All major newspapers in Malaysia are facing a decline in readership, except for one company.
A hint from Lockheed Martin
The share price of Lockheed Martin had hints us on the future of US-China relationship.
BAT is offering a dividend yield of 7.7%. Is it time to buy?
This chart correlates with BAT share slump, monitor it closely to predict the future share price of BAT
Residential Property price chart
Quarterly price chart for Malaysia residential property from the year 2009
Increasing train intervals to save cost is useless
Can you imagine waiting for 14 minutes for the next train? This may be the future of Singapore.
Catalyst of Kulim International Airport
Its impact and the property companies that will benefit from it
AGM Minutes of United Malacca
The shift from Malaysia to Indonesia and the emergence of a new shareholder are happening in this 105 years old company.
Key Indicators of OSV industry
A decrease in utilisation rate & Daily charter rate has strangle the OSV industry
Future pathway of regional mobile telecommunication operator
The rise of free communication apps has forced the regional mobile telecommunication operator to merger either horizontally or vertically
MGS Yield Spread
The yield spread for Malaysia Government Securities and its implication to the financial industries.
Genting Malaysia RPT
A related party transaction proposed by Genting to acquire a loss-making casino from its family
Malaysia Glove Players Capacity
The number of gloves manufactured by Malaysia major glove players in a year
Battle of the weak
How should a weaker party position himself when he is facing a stronger enemy (Chinese Article)
Malaysia General Insurance Player
Tokio Marine and RHB in talks to acquire RHB General Insurance Arm
Comparison of casino operators
Comparison of casino operators on profitability and valuation aspects
Relationship Between Value and Volume in Malaysia Stock Market
Before the year 2009, the monthly market value is always higher than the transacted volume, but things changed after 2009.
Is the Commodities Prices at the Verge of Turn Around
Geopolitical risk, macro economic policy, and under investment due to prolonged low commodities price over the years has created the best environment for commodities prices to move.
Trends and Outlook of the Auto Electronics Industry
The electronics content in our vehicles has soared in recent years. This volume can only be expected to grow as Autonomous driving, connected vehicles, electric vehicle become more prevalent.
Malaysia's IPI For Integrated Circuit
A leading indicator to gauge the sales performance of semiconductor companies in Malaysia.
Malaysia's Automotive Sector Loan Approval Rate
Could Malaysia's automotive industry rev up with the launch of new vehicles under local brands? The automotive industry contributes about RM40 billion or four per cent to Malaysia’s gross domestic product (GDP), with a workforce of more than 600,000.
Malaysian Banks' Cost Efficiency
Cost to income ratio is an import metric for bank as it represent the cost for every single dollar earned.
Malaysia Banks' Non-performing Loans Trends
Affin Bank's NPL has been accelerating despite all the other banks are having a healthier loan portfolio.
S.E.A. Banks Efficiency vs Valuation
Public Bank seems to be over-rewarded, based on the regression line we plotted among the banks metric.
Share Price Performance of Luxury Car
There is a divergence in the share price performance for major luxury car brand
SEA Major Poultry Players
Revenue, Profit and Profit margin for South East Asia major Poultry Players
Key Metrics of Malaysia Telecommunication Players
Size of subscribers, Average Revenue per User and Data usage of Malaysia major Telecommunication Players
Malaysia Sugar Refinery Industry
Landscape of Malaysia sugar refinery industry and it's major players
Overview of Malaysia Major Automation Equipment Providers
Alongside with the government effort to reduce reliance on foreign labour and the ongoing Industrial Revolution 4.0, automation is an unstoppable trend. Apparently , big players - Vitrox and Pentamaster outperform their peers significantly.
Gold Silver Ratio
Gold Silver Ratio has reached a new high, as rate cut by Federal Reserve and ECB is anticipated.
Impact of interest rate to different industries
Interest rate, FX and government policies are the three important factors that move the market. How will the changes in the interest rate affect different industries?
Mental Preparation for Value Investing
Looking for a value stock or a growth stock? Here's something you need to know before you delve deeper into value investing
Different industries perform differently in the different phase of the economic cycle. Understand the cycle to generate alpha in your portfolio
Have you ever bought a stock you thought was cheap and it just got cheaper and cheaper? That is a value trap.
Demise of US Dollar
US Dollar, which is the currency for the most powerful country in the world may be facing a demise.
REITs, a tool that enables you to invest in prime property for less than your monthly rental fee.
Different percentage of stakeholdings will trigger different results. Heres an overview of it
Pump and dump
Pump and dump are seen almost every day in the stock market luring greedy investors. How do they operate?
Red Flag signals to watch out
Some of the hint that you must understand before your investment turns sour
Merger and acquisition (M&A)
What type of M&A creates for value for shareholders and what type of M&A destroys it?
A listed company can be categorised as PN17 or GN3 by the exchange to serve as a warning to investors.
Bursa listing requirement
What criteria makes you eligible to list your company on Bursa Main Market or Ace Market ?