I have just uploaded a scorecard for KKB Engineering (column in the right). This is a company which has a very steady balance sheet, earnings and low gearing and as you can see scores a magnificent 12. On top of that it has been bucking the recent KLSE downtrend, which makes this counter valuable for [...]
Author Archive for dirtydog
kkb-engineering-bhd (10-06-08)
Came across this article in the papers today which provides an interesting case study. I quote:
“Four months ago, judging myself to be the next Warren Buffett, I logged on to my Charles Schwab account and did something that in hindsight was astonishingly stupid, even for my own very long roster of financial screw-ups. I clicked [...]
So you think you know about Malaysia? If so, see if you can answer these questions.
A. What is Malaysia’s largest economic sector?
Ans: Manufacturing (electronics and electrical components) - despite all the brouhaha over palm oil. This is followed by the services sector (banking, insurance, trade etc.) It is estimated by Deutsche Bank that only 2.1% [...]
After a several month hiatus I have managed to start posting company scores again. This is because my efforts have been more focused on the volatility we have been experiencing recently, where making money has been more about market timing rather than balance sheet analysis.
Anyway, in case you are not aware of this counter, it [...]
ql-resources(04-05-08)
It is just so amusing to hear all the research reports coming out now touting shares again, when 3 or 4 weeks ago we did not hear so much as a pip out of them. What has changed between now and then? Absolutely nothing. Except that prices seem to have stopped going down. If [...]
Economic vs Financial Markets - Is the end in sight?
Published by March 28th, 2008 in Investment Notes. 0 CommentsWhen analysing financial markets, it’s important to also keep one eye on the economy, because financial markets are not the same as economic markets. In financial markets, there is only one consistent measure of value: price. However, in economic markets the measure of value is more subjective, and is contained in the question [...]
I have now raised my cash equity ratio up to 65% and bought into the post election panic by snapping up Digi for $21.20 on Monday and then $21.50 yesterday, giving me an average price of $21.35. Today it is already up to $23 as investors wake up and realise that opposition is a good [...]
A few weeks ago almost every research house on the street were publishing recommendations on how to play the election in the stock market. Their reasoning was that the government will continue to pump prime the economy. So GLCs such as UEM, ECM, YTL Corp, ICP were being touted. Here’s what DB analysts had [...]
