Disclaimer: The article represents mine and my view/opinion alone and does not represent any other companies’ or the company I am working. This is an independent project for informational/research purposes and I do not have any trading position in the company below. Hi guys, its been a while since I did a research on any … More IOI Properties – SP Setia-like Company?
I have recently gain some interest in the Purchasing Manager Index from reading this article here from the Star on the Nikkei Malaysian Purchasing Manager Index. I don’t really know much about this index other than just occasionally reading it on the news that an above 50 indicates an expansion and below 50 indicates contraction in … More Purchasing Manager Index – What is this?
Hi guys, just wanted to update my call on Kuala Lumpur Kepong. This will be a brief update on its share price performance and its peers only since there wasn’t much happening in the past month. Please find my original coverage report here and 12 July Update here . My latest Excel Kuala Lumpur Kepong Model v15 (Updated … More Update on Kuala Lumpur Kepong – 12 Aug 2017
Hi guys, just wanted to give an update on Genting Malaysia Berhad. You can find the previous update here and the original full coverage here. There hasn’t been much news on Genting Malaysia Berhad especially on its UK operations and its potential write off in its investment in the US. My latest Excel File Genting Malaysia … More Update on Genting Malaysia Berhad – 11 Aug 2017
Here is part 2 on the traditional central bank mechanisms and how it has evolved with the ongoing environment. Please find part 1 here “Although Japan’s economy is growing only slowly, that largely reflects longer-term forces, notably a shrinking labor force and slow productivity growth, factors which are not amenable to monetary policy” (Bernanke’s … More Japan’s Monetary Policy – Thoughts on Speech at BOJ by Ben Bernanke ( Part 2 )
Update on KLK (SELL, TP: RM21.42) – Increase in TP from RM20.71 Its been a month since the first coverage of KLK here. This will be a monthly-ish update on KLK’s prospects and valuations, and frankly I find it challenging to analyse this company. On one hand, I am totally going against the analyst recommendations in … More Update on Kuala Lumpur Kepong – 12 July 2017
Ben Bernanke, the former head of the Federal Reserve recently gave a talk/speech on Japanese Monetary Policy at the BOJ recently here. For those who do not know, I am a big economics nerd especially when it comes to monetary policy and I find this talk very interesting as I have also written a paper … More Japan’s Monetary Policy – Thoughts on Speech at BOJ by Ben Bernanke ( Part 1 )
I find myself thinking a lot on trade balances issues, its implications for a country’s consumption, export and import sectors. Martin Feldstein puts it nicely in this article here by saying “Politicians and economists view trade imbalances very differently. Economists emphasize that the total US trade deficit with the rest of the world is the result of … More Is Addressing Bilateral Trade Balances the Right Step to Improving Competitiveness?
Just wanted to highlight this article here by Reuters on the difficulties of being a central bank. As you all know, interest rates by historical standards are at an all time low all over the world now. This has raised concerns on over-inflated stock markets, excessive credit growth and asset bubbles. The ultimate question is … More To Raise or not to Raise – Central Bank’s Monetary Dilemma
How should we think about Trump’s USD1 trillion Infrastructure Fund … More The Potential Implications of Trump’s USD1 trillion Infrastructure Fund on Malaysia – Capital Flows Perspective