Update on Kuala Lumpur Kepong – 12 Aug 2017

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

Update on Genting Malaysia Berhad – 11 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

Japan’s Monetary Policy – Thoughts on Speech at BOJ by Ben Bernanke ( Part 2 )

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 )