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Value Investing In KLSE

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This website is about investment philosophy on the application of value investing in KLSE.Value investing is applicable in KLSE but what are the limitations and modifications?Share and discuss your experience in applying value investing in KLSE as I share

Recent Posts Tagged With 'Management'

• Berjaya Corporation: How I knew it

  Posted on Saturday June 21st, 2008 at 03:21 in astro, astro all asia network, benjamin graham, berjaya corporation, bursa malaysia, buy back share, corporate governance, directors' buybacks, klci, Management, stock market, value investing

  Yesterday, I received many enquiries on how I knew about BJCORP ‘s venture before it was announced on Friday. Yesterday, US-based Papa John’s International Inc signed a franchise-development a...

• Year End Mega Sale Is Coming ! Are you ready for the shopping spree ?

  Posted on Friday June 20th, 2008 at 02:33 in astro, astro all asia network, benjamin graham, bursa malaysia, cheap, christmas, corporate governance, good companies, klci, klse, kuala lumpur composite index, Management

    For the past few days, when i logged on to my share trading platform, i felt like a kid in a candy store. There are so many companies with great fundamentals which are selling at a discounted price...

• The Value of a Business (Part 2)

  Posted on Sunday June 15th, 2008 at 20:58 in accounting, astro, astro all asia network, benjamin graham, bursa malaysia, cashflow statement, corporate governance, free cash flow, klci, Management, owner earnings, present value

  Part 1 of this article looks at the shareholder equity as a safety net in case the company goes out of business. To be on the safe side, investors can calculate net tangible asset (NTA) per share to e...

• Value Buy: PIE Industries

  Posted on Thursday June 12th, 2008 at 23:16 in astro, astro all asia network, benjamin graham, bursa malaysia, cables, china, corporate governance, dell, fortune 500, foxconn, hon hai, hp

  Background P.I.E. Industrial Berhad produces cables and wires for electrical devices and cable moulding compounds. It also engages in cable assembly, wire harness manufacturing activities, contract el...

• Work harder and get poorer !

  Posted on Sunday June 8th, 2008 at 06:02 in astro, astro all asia network, benjamin graham, bursa malaysia, corporate governance, GAP, graduate, invest, Management, poor, proton wira, rich

  I really pity those graduates who spent hundred thousands in their education but did not get the return of their investment in education. Imagine you are a fresh graduate from private/local university...

• Pak Lah:A Fickle Minded Leader

  Posted on Thursday June 5th, 2008 at 22:19 in astro, astro all asia network, badawi, ban, benjamin graham, border, bursa malaysia, Consumer, corporate governance, fickle, lift, Management

  Pak Lah has AGAIN proved himself to be an indecisive leader.We should put that in his biography / history book for our childern to read about him. What happen to a business when the CEO is fickle mind...

• The Best Years for Value Investors

  Posted on Thursday June 5th, 2008 at 04:40 in astro, astro all asia network, benjamin graham, bursa malaysia, corporate governance, klci, Management, nestle, oil, oil price, petrol, profit

  The recent oil price hike by government was a surprised to everyone.There was a short press announcement before the hike.The public was again caught unprepared for such move.Whether the hike is justif...

• The Value of a Business

  Posted on Tuesday June 3rd, 2008 at 05:25 in astro, astro all asia network, benjamin graham, bursa malaysia, business value, corporate governance, eric chia, jeff ooi, klci, Management, perwaja, stock market

  I received many questions requesting me to write on the methods I used to arrive at a fair value for a business. Before I proceed into the main topic, there are several aspects on stock investing whic...

• June 2008 Portfolio

  Posted on Sunday June 1st, 2008 at 23:36 in AIM, asiafile, astro, astro all asia network, benjamin graham, bursa malaysia, corporate governance, dividend, june 2008, Management, my current portfolio, portfolio

  Received Dividend from : Asiafile RM 100 per 1000 shares Astro RM 30 per 1000 shares Incoming Dividend: Asiafile RM 150 per 1000 shares Tomei RM 50 per 1000 shares AIM RM 20 per 1000 shares...

• Trading Buy : WCT and WCT-Warrant

  Posted on Friday May 30th, 2008 at 00:42 in astro, astro all asia network, bahrain, benjamin graham, bursa malaysia, construction, corporate governance, dubai, indonesia, klci, Management, Middle East

  Some of my readers said my value picks are always for the long term. These picks are boring for traders. So, I analyse some companies for quick bucks and I found WCT. Read on ! WCT Engineering cons...

• KLSE: A Second Tsunami?

  Posted on Wednesday May 21st, 2008 at 05:00 in amanah saham nasional, america, anwar, astro, astro all asia network, badawi, benjamin graham, bn, bursa malaysia, corporate governance, defector, election

    Note: This article does not apply to you if: You plan your financial well, Your portfolio is fully diversified, Your portfolio has companies with strong fundamentals, You’re a long ...

• Astro:Scenario Analysis

  Posted on Saturday May 17th, 2008 at 23:24 in ananda krishnan, astro, astro all, astro all asia network, benjamin graham, bursa malaysia, corporate governance, india, indonesia, Management, pay tv, privatisation

  I have analysed Astro in the previous article. For those who bought Astro when it was at RM 3.20 last year, I congratulate you. You must be laughing all the way to the bank. In this article,I wish to...

• Value Buy : ALCOM

  Posted on Saturday May 17th, 2008 at 11:35 in alcom, aluminium, astro, astro all asia network, benjamin graham, bursa malaysia, corporate governance, malaysia, Management, stock market, value investing, warren buffet

  Aluminium Company of Malaysia Berhad engages in the manufacture and trading of aluminium sheet and foil products in Malaysia, other Asian countries, and internationally. The company is a 58 % owned su...

• Value Buy: YSP Southeast Asia Holdings Bhd

  Posted on Monday May 12th, 2008 at 22:14 in astro, astro all asia network, benjamin graham, bursa malaysia, ccm, corporate governance, Management, myanmar and cambodia, pharmaceutical, pharmaniaga, philippines, Singapore

  Y.S.P Southeast Asia Holding Berhad, an investment holding company, engages in the manufacture, import, export, and trading of pharmaceutical products. It primarily offers pharmaceutical products, vet...

• Value Buy:Time Dotcom

  Posted on Friday May 9th, 2008 at 09:29 in astro, astro all asia network, benjamin graham, bursa malaysia, capex, corporate governance, digi, digi.com, dividend, fibre optic, Government, khazanah

  TIME dotCom Berhad, through its subsidiaries, operates in the telecommunications industry in Malaysia. It provides Internet services, including access to the world wide Web, organization and aggregati...

• May 2008 Portfolio

  Posted on Wednesday May 7th, 2008 at 06:30 in astro, astro all asia network, benjamin graham, bursa malaysia, corporate governance, Management, may, portfolio, stock market, value investing, warren buffet

   ...

• Value Buy: Hirotako

  Posted on Wednesday May 7th, 2008 at 03:44 in acoustic, airbag, astro, astro all asia network, autoliv, automotive, benjamin graham, bursa malaysia, corporate governance, dividend, hirotako, Management

  Hirotako Holdings Berhad, an investment holding company, engages in the manufacture and sale of automotive components in Malaysia. It offers safety restraint systems, including seat belts, airbags, an...

• Value Stock:Advance Information Marketing (AIM)

  Posted on Tuesday May 6th, 2008 at 03:34 in advance information marketing, AIM, astro, astro all asia network, benjamin graham, BPO, bursa malaysia, colloquy, corporate governance, image, Management, stock market

  Advance Information Marketing Berhad, together with its subsidiaries, provides customer loyalty management solutions and business process outsourcing services. It develops and offers loyalty and datab...

• Malaysia’s Exim Bank: A Morass of Bad Loans

  Posted on Sunday May 4th, 2008 at 09:33 in anti corruption, asia sentinel, astro, astro all asia network, bank, benjamin graham, bursa malaysia, corporate governance, exim, Management, stock market, value investing

  Why do you need to be conservative when investing in Malaysia? Well, read on to understand the scenario in M’sia. Malaysia’s Exim Bank: A Morass of Bad Loans Bank Negara sits on a report that ...

• Value Stock:Tomei Consolidated

  Posted on Wednesday April 23rd, 2008 at 10:14 in astro, astro all asia network, benjamin graham, bursa malaysia, corporate governance, lumiere, Management, monavi, my diamond, stock market, terengganu art, tomei consolidated

  Tomei Consolidated Berhad, an investment holding company, engages in the design, manufacture, and retail of jewelry in Malaysia. It also involves in the refining of gold and jewelry; rental of investm...

• Asia File Corporation

  Posted on Tuesday April 22nd, 2008 at 02:06 in abba, asia, asia file, astro, astro all asia network, benjamin graham, binder, bursa malaysia, corporate governance, file, malaysia, Management

  UNKNOWN to many, Asia File Corporation Bhd is the largest player in the local stationery and office supplies market, specialising in making file dividers and indices. It is actually Malaysia’s l...

• April 2008 Portfolio Update

  Posted on Saturday April 19th, 2008 at 10:53 in April, astro, astro all asia network, benjamin graham, bursa malaysia, corporate governance, Management, stock market, value investing, warren buffet

  Incoming dividend from: Asiafile RM 100 for every 1000 shares Astro RM 50 for every 1000 shares Sold Fimacorp due to changes in fundamental...

• Swee Joo Berhad : A VALUE BUY

  Posted on Saturday April 19th, 2008 at 10:29 in astro, astro all asia network, benjamin graham, bursa malaysia, container, corporate governance, india, investing, klse, liner, Management, oil palm

  Swee Joo Berhad, an investment holding company, provides container shipping and related services primarily in Malaysia. The company operates vessels of various sizes that provide liner services betwee...

• Value Stock Highlight: COCOALAND

  Posted on Thursday April 17th, 2008 at 01:15 in astro, astro all asia network, benjamin graham, bursa malaysia, coco (fujian) food industrial, cocoaland, corporate governance, gummy, la bi xiao xin, Management, stock market, value investing

  Cocoaland Holdings Berhad, an investment holding company, engages in manufacturing and trading processed and preserved foods, fruits, and other related food stuffs primarily in Malaysia. The company a...

• MCMC vs Astro plc

  Posted on Tuesday April 8th, 2008 at 23:23 in astro, astro all asia network, benjamin graham, bursa malaysia, corporate governance, Management, mcmc, media prima, stock market, value investing, warren buffet

  MCMC released a public reprimand yesterday to barred Astro barred from increasing the number of channels until it improves its services to the satisfaction of the Malaysian Communication and Multimedi...