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EPF’s 6.15% return? I think it’s great (for 2018).

I like the previous CEO of EPF. (Earlier article here). I think a good CEO can do a lot, regardless of company. For current one, we will only know in a year or two later on the results. EPF has just announced the payout for 2018. I know, everyone has their own version of what … Read moreEPF’s 6.15% return? I think it’s great (for 2018).

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Weakening currency means strengthening demand?

Malaysian developers do not only build in Malaysia. They build everywhere, especially in a country favoured by many Malaysians who wish to find a new home; Australia. Here’s a good news and bad news, depending on ones perspective. The Australian Dollar (AUD) is actually weakening. It hit a 10-year low just recently even though it’s … Read moreWeakening currency means strengthening demand?

Budget deficit is on track. SST is helping.

Nomura Global Research has just downgraded Malaysia again. Nomura Global Research advises its clients to ‘underweight’ on Malaysian equities. (In brief, they are asking investors to sell Malaysia and look elsewhere) It said, “Our economists believe there is a high risk of fiscal slippage and the possibility of a sovereign ratings downgrade that could trigger … Read moreBudget deficit is on track. SST is helping.

Timing? Buy when the price is low, always.

I love to buy shares of companies with little or no debts. I hate companies where investors keep pouring new money though it has been running at a loss like ‘forever’ (over 5 years) and these new money is used to subsidise new POTENTIAL customers and then they (the company’s management) tells everyone that their … Read moreTiming? Buy when the price is low, always.

Biggest stock decline in 87 years is definitely a shock

A good friend told me that he just bought 10,000 units of a dividend stock 2 weeks ago. I think this is the right way to go. If we are still looking at the stock market for quick wins, it may also be a quick loss too. Then, this news appeared today:  US faces biggest … Read moreBiggest stock decline in 87 years is definitely a shock

Important sign for the property market too; BANKS’ results

When banks are earning higher profits, that’s good for all industries, right? Basic idea, yes. This is because in a bad economy, businesses will not be borrowing too much for expansion. Banks will also be really selective as they do not want their Non-Performing Loans (NPLs) to go up because there will be some borrowers … Read moreImportant sign for the property market too; BANKS’ results

Crest Builder: Higher sales, higher profits (good sign for industry)

If we ask our real estate negotiator friends, nearly all would tell us that it’s harder to sell to prospective buyers these days. So, is the property market in trouble? Asking the first-time home buyer or even the ones who are still waiting to buy may not yield the best answer. It’s better to look … Read moreCrest Builder: Higher sales, higher profits (good sign for industry)

Suing Fox for RM4.19 billion. Market capitalisation dropped RM4.89 billion.

Everytime I visit Genting Highlands, I could see the progress of their upcoming new theme park, Fox World. An earlier article here: Genting Highland’s Sky Avenue  I think I will have to wait for a much longer time for the theme park to be opened. Genting Highland has filed a suit of US$1bil suit against Walt Disney … Read moreSuing Fox for RM4.19 billion. Market capitalisation dropped RM4.89 billion.

Property stocks may now be in favour? Value vs price.

If we love property but we think we need to save more before buying one, how about using some of that savings to buy the property developers instead? It does not need to be RM50,000 downpayment in this case because buying 1,000 units of S P Setia Berhad will need just RM2,160. Based on an … Read moreProperty stocks may now be in favour? Value vs price.

It is not the trust, it is the unknown elements which may be a risk.

Yesterday, I had lunch with a successful insurance agency branch manager who’s semi-retired and his ex-team lead. Of course the conversation could not run away from election and the stock market. It was a volatile Monday as it was the opening of a market after the change of government. I said that it will take … Read moreIt is not the trust, it is the unknown elements which may be a risk.

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