Archive for November, 2007

Quick Comparison Exercise

There are 2 ways to value a stock. The first way is to compare it to itself by measuring its current balance sheet figures with the same figures in the previous quarter or year. This will give you some information as to whether it is improving or not and to some extent, why. The second [...]

Company Scoring System - Updated

Hope you like the look of the new site! I have also started to update the page on Company Scoresheets. It has been a long time coming to do this, but it finally has a structure and is taking shape.

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Investment Strategy - update

In case you were not aware, the pages at the top of the blog point to other areas of the site which might be of interest if you’re learning to be a trader. You could write whole books on the subjects covered in them but I have started to put down all my thoughts in [...]

Book Review: The Intelligent Asset Allocator

Behind every hedge fund or mutual fund there will either be a CFO or COO who has read or is if not, is at least familiar with the concepts explained in this book.
These are based upon the following simple facts: 1) the majority of professional money managers underperform the market and 2) there is no [...]

Penang Jazz Festival

This weekend, Penang will host its 4th Penang Jazz Festival, which Tradingmalaysia is proudly sponsoring because we love jazz just as much as we love a good balance sheet!
PENANGJAZZ FESTIVAL has the potential to do more to put Penang on the tourism map than the other lame efforts by our ministry of anti-tourism, but it [...]

International Portfolio

Good evening! I rebalanced my international portfolio last week which is now split between bonds, commodities, US and International companies and I’ve created a new page at the top of the blog under “Investment Strategy” to explain.
I will adding to that in due course to explain my Malaysian portfolio as well when time allows.
Until then [...]

IMF urges transparency… Are banks likely to respond?

I read today that on Monday the IMF urged banks to disclose their exposure to the sub-prime markets in the US.
LMFAO!!!!!
After multiple write-downs, bad earnings, guidances for low year end bonuses and multiple CEO departures, we still have no idea how badly affected banking balance sheets are, how much earnings will be affected over the [...]

IMF urges transparency… Are banks likely to respond?

I read today that on Monday the IMF urged banks to disclose their exposure to the sub-prime markets in the US.
LMFAO!!!!!
After multiple write-downs, bad earnings, guidances for low year end bonuses and multiple CEO departures, we still have no idea how badly affected banking balance sheets are, how much earnings will be affected over the [...]

Dreamgate Corporation Bhd

This is a favourite amongst bloggers and people have been asking me to put up a scorecard for it for some time. So here it is. As you can see it is almost perfect. With a PE ratio of only 5.4 and PB ratio of 1.3, I can think of worse bargains out there. It [...]

Dreamgate Corporation Bhd

dgate08-11-07.pdf SHARETHIS.addEntry({ title: “Dreamgate Corporation Bhd”, url: “http://www.tradingmalaysia.com/2007/11/11/dreamgate-corporation-bhd/” });




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Stock Quotes

DJIA11220.96chart+32.73
000001.SS2143.42chart-59.02
^STI2694.49chart+120.28
^KLSE1070.54chart-14.52
^BSESN15023.57chart+539.74
2008-09-05 16:03

Trading Tools - Reviews and Tutorials

Index

Company Scores

KKB Engineering
kkb-engineering-bhd (10-06-08)
QL Resources
ql-resources(04-05-08)
Dreamgate Corporation Bhd
dgate08-11-07.pdf
YTL Corporation Bhd
ytl14-10-07.pdf
Opus International Group PLC
opus06-08-07.pdf
Notion Vtec Bhd
notion19-06-07.pdf
KFC Holdings (Malaysia) Berhad
kfc08-06-07.pdf
Pentamaster Corporation Bhd
pentamaster03-05-07.pdf
Adventa
adventa29-04-07.pdf
Kotra Industries
kotra-industries-26-04-07.pdf
Plenitu
plenitu04-04-07.pdf
YTL Powr
ytlpwr-26-02-07.pdf
Maxis
maxis17-02-07.pdf
DIGI
digi17-02-07.pdf
Petronas Dagangan Bhd
petdag-11-02-07.pdf
UMW
umw07-02-07.pdf
Genting
genting03-02-07.pdf
IGB Corporation
igb31-01-07.pdf
Topglove
topglov-31-01-07.pdf
IJM
ijm07-01-07.pdf
Gamuda
gamuda07-01-07.pdf
Dutch Lady
dlady19-07-07.pdf
Air Asia
asia11-01-07.pdf

RECOMMENDED READING

  • Against the Gods: The Remarkable Story of Risk
    Against the Gods: The Remarkable Story of Risk
    Author: Peter L. Bernstein
  • The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk
    The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk
    Author: William Bernstein
  • Key Management Ratios: Master the Management Metrics That Drive and Control Your Business (Financial Times Series)
    Key Management Ratios: Master the Management Metrics That Drive and Control Your Business (Financial Times Series)
    Author: Ciaran Walsh
  • Pring on Price Patterns : The Definitive Guide to Price Pattern Analysis and Intrepretation
    Pring on Price Patterns : The Definitive Guide to Price Pattern Analysis and Intrepretation
    Author: Martin Pring
  • How Countries Compete: Strategy, Structure, and Government in the Global Economy
    How Countries Compete: Strategy, Structure, and Government in the Global Economy
    Author: Richard H. K. Vietor
  • Fire Your Stock Analyst: Analyzing Stocks On Your Own (Definitive Guides (Financial Times/Prentice Hall))
    Fire Your Stock Analyst: Analyzing Stocks On Your Own (Definitive Guides (Financial Times/Prentice Hall))
    Author: Harry Domash
  • Trading in the Zone: Master the Market with Confidence, Discipline and a Winning Attitude
    Trading in the Zone: Master the Market with Confidence, Discipline and a Winning Attitude
    Author: Mark Douglas
  • The Secrets of Economic Indicators: Hidden Clues to Future Economic Trends and Investment Opportunities
    The Secrets of Economic Indicators: Hidden Clues to Future Economic Trends and Investment Opportunities
    Author: Bernard Baumohl
  • The Intelligent Investor Rev Ed. (Collins Business Essentials)
    The Intelligent Investor Rev Ed. (Collins Business Essentials)
    Author: Jason Zweig

RECOMMENDED LISTENING

  • Red Earth
    Red Earth
    Artist: Dee Dee Bridgewater
  • The Foley Room
    The Foley Room
    Artist: Amon Tobin
  • Immer 2
    Immer 2
    Artist: Michael Mayer
  • Hello Everything
    Hello Everything
    Artist: Squarepusher

RECOMMENDED FUN

  • Jim Cramer's Mad Money: Watch TV, Get Rich
    Jim Cramer's Mad Money: Watch TV, Get Rich
    Author: Cliff Mason
  • The Corporation
    The Corporation
    Director: Mark Achbar
  • Liar's Poker: Two Cities, True Greed
    Liar's Poker: Two Cities, True Greed
    Author: Michael Lewis
  • F.I.A.S.C.O.
    F.I.A.S.C.O.
    Author: Frank Partnoy