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DRBHicom Should Breakup To Reward Shareholders

After reading this article on Proton's China ambitions and its continuous efforts to forge alliances with car majors, I couldn't help but wonder when before TSSM calls it quits as I see no convincing proof that Proton's losses can be stemmed. Going into China just because of its market size may be exciting but it isn't a guarantee it can make a ...

Laggards Since Monday's Market Intervention An Observation today

Just a short note on the article posted yesterday when I made a couple of observations on the strength in the market and the tendency of investors to rotate from sector to sector or from higher to lower market capitalization plays Well, the KLCI was down marginally almost throughout the day until just before 4 pm. It is now down 16 points or und...

Inari versus MyEG on the charts

Two of my favourite stocks - both of which delivered astounding returns over the last two years. I doubt if both can deliver these sort of returns moving forward but nevertheless both have been resilient against the market sell off last month. Both counters have been resilient against the sell off in the broader market last month, Infact, both c...

Selling & Marketing Expenses Showdown

I have always wondered how much money EcoWorld spends on advertisement since it regularly appears in the printed media.  Well, the question perhaps should be for each Ringgit it spends, how much sales does it generate. Below is a crude way I admit for comparing but still offers an interesting comparison on how much and differently each of the th...

Capitalizing On Irrational Sell-Offs Or Panics

Here is a very useful tip on how to cut through the chase and use simple technical indicators to 'time' your entry when markets panic and prices of stocks tumble fast. Most of us tend to feel unsure if the new low in the stock is a bottom or if it has more downside risk Look at the following series of charts and see how easy it can be. Only cave...

Red Senna

First F&B SPAC. Company did a pre listing presentation to an investment bank recently and here are some of the key data in the term sheet   800 million shares to be issued at 50 sen raising RM400m One share comes with one one free warrant. Warrant as is standard for SPACs expires 3 years if QA found but 8 years otherwise My first thoughts - ...

Fututech's Reverse Injection Of Major Shareholders Assets

I was asked what are my thoughts on Fututech. Fututech is nearing the completion of the RM438m deal which will see the injection of its major shareholder Datuk Tee Eng Ho personal assets into the company, details in the link below http://www.bursamalaysia.com/market/listed-companies/company-announcements/4867485 This link from a blog does a good...

Laggards Since Monday's Market Intervention

This is s quick piece on what to do as market heads higher  Since PM's announcement of the RM20b market stabilization fund, the KLCI have moved up from last friday's closing of 1603 to 1684 or a slightly more than 5% gain with the key components of the index leading the way.  But I see that quite a number of the second liners have yet to respond...

ValueCap Magical Effect On Market Pysche

In yesterday's printed media, ValueCap came out with a clarification that funding for the RM20b market stabilization effort would not come from the Government but instead its shareholders. This alleviates some of the concerns about funding since the announcement on monday gave market the impression that it was a budget item This is 'good news' ...

ABInbev An Alcoholic Behemoth

http://www.bloomberg.com/news/articles/2015-09-16/ab-inbev-intends-to-make-offer-to-acquire-sabmiller