Author: VALUE INVEST ASIA

#8 The Asian Mavericks – Althea Lim (Gushcloud International)

This Month, we sat down with Althea Lim, the co-founder of Gushcloud International, an influencer marketing agency. Before Gushcloud, Althea has already been a successful business leader, having founded multiple successful companies.We sat down with her to discuss where her drive and creativity come from. We also discuss some of her challenges and failures along the way.Hope you enjoy it. *Full transcript available to VIA Club Members only. To find out more about VIA Club, please click here. Thank you to our Sponsor FSMOne.com for ensuring we can hold this event in a sustainable manner. FSMOne is now one of the lowest...

Read More

First Ever Facebook Face-Off: Xiaomi Corp Vs Vicom Limited

Hi all, we have held our first ever Facebook Face-off back in Oct 2018 for our VIA Club Members! It is an experimental program we are trying out where our team with pitch 2 stocks during the show and fight it out among ourselves. It was held in our Club Members Facebook Group and members have been very interactive with us. We hope it was enjoyable for all of you. Do let us know your feedback on the show and how we can make it better as we are still Beta-testing it. Here is the show. [embedded content] Transcript...

Read More

Can Genting Malaysia Bhd Survive The New Casino Duties?

On 2 November 2018, Malaysia’s Finance Minister Lim Guan Eng has announced a revision in annual casino license fees from RM 120 million to RM 150 million and a rise of 10% in casino duties from 25% to 35% starting on 1 January 2019. Subsequently, Genting Malaysia Bhd has experienced a straight tumble in stock price from RM 5.55 to RM 3.58 presently, a 35.5% fall in just a few days. Source: Yahoo! Finance Here, I would like to answer two questions: How to avoid buying shares of Genting Malaysia at RM 5.50 – RM 6.00 recorded throughout 2017...

Read More

Is Mapletree Logistics Trust Worth Investing In Now?

In December 2016, I bought units of Mapletree Logistics Trust (MLT) and have treated them as my own ‘Christmas Present’. At that time, MLT was trading at S$ 1.00 an unit, a 20% fall from S$ 1.24 an unit in April 2015. Source: Google Finance I remembered, prior to my purchase, I did my due diligence on MLT and found myself clueless as to why its stock price fell 20% in 20 months when it is a REIT that delivers consistent growth in sales, profits, and distribution per unit (DPU) since its listing and fortunately, until today as I...

Read More

3 Exchange Traded Funds (ETF) You Might Want To Invest In

This article is brought to you by FSMOne.com, one of the lowest cost brokerage in Singapore. Click here to find out more. Want to invest in the stock market but find picking stocks too complicated and time-consuming? Instead of just buying unit trusts or investment-linked insurance policies, do you know there is an even better way to gain exposure to the stock market in a fast and simple way? You can do it through a simple instrument called Exchange Traded Funds (ETFs). ETFs are one of the best instruments for us to invest in the stock market. This is...

Read More

Two REITs You Must Watch Right Now!

Back on 23rd Oct 2018, we were very excited to have Mr. Ian Tai Ian Tai is the founder of BursaKing.com.my, a proprietary tool he developed to help investors seek out great stocks on Bursa Malaysia to invest in. Ian founded Bursaking.com.my, a site dedicated to empower retail investors to build wealth through ownership of fundamentally strong stocks listed on Bursa Malaysia and the SGX. Ian is active as a columnist with articles on stocks and personal finance featured on KCLau. com, MajalahLabur. com, the Fifth Person, Value Invest Asia, and Small Cap Asia. Ian is also a dedicated dividend...

Read More

Should We Still Be Looking At SP Setia Berhad?

On 29 October 2018, SP Setia Berhad is crowned as the top property developer in Malaysia. Indeed, it is an amazing feat considering that S P Setia Bhd is winning the top spot of The Edge Malaysia Top Property Developers Award (TPDA) for a third consecutive time this year. Is that good news to its shareholders?   Not really, I suppose. Its stock price has fell to its 5-Year Low since 2014. Today, S P Setia Bhd is trading at RM 2.09 a share, almost a 50% dip from its highest of RM 4.00 at the end-2017. Source: Google Finance...

Read More

Should I Invest In Kuala Lumpur Kepong Berhad or Batu Kawan Berhad?

Question: If I am given a choice between Kuala Lumpur Kepong Berhad (KL Kepong) and Batu Kawan Berhad (Batu Kawan), which of the two would I invest today? Answer: First and foremost, this is an age-old question often asked by investors who are into plantation stocks. This question arises because Batu Kawan is a substantial shareholder of KL Kepong with 47% shareholdings and earns most of its income from it. In other words, there are two stocks which are profiting from almost, if not all, the same plantation assets. Second, before picking, I believe we must first understand their similarities. For...

Read More

Econpile Holdings Bhd Might Be A Stock Worth Watching Now

5 months had passed since Malaysia’s General Election. Malaysia Finance Minister Lim Guan Eng (LGE) is spearheading an effort to clean up our nation’s balance sheet. His efforts have resulted in a series of deferments and cancellations of several mega-infrastructure projects nationwide. As I write, it is clear that LGE would continue on Malaysia’s austerity drive in the future. It is unwelcoming news for local construction firms. Billion-Ringgit firms which include Gamuda, Sunway Construction, George Kent … etc had experienced a sharp drop in their stock prices with expectations of fewer contract tendering opportunities for infrastructure projects in the...

Read More

Should You Invest In United Plantations Bhd?

Does money grow on trees? If you are a Malaysian or an Indonesian, you may have the tendency to believe that it does. To me, the answer is more evocative recently as I drove to Melaka for a short holiday on the North-South Expressway (NSE). For most parts of the journey, I see nothing else but … Oil Palm Trees. In Malaysia, palm oil is practically the nation’s money-printing machine, a cash cow so valuable that the entire industry is worth hundreds of billions in Ringgit today. Awesome, isn’t it? Not quite … unless I know how an ‘true...

Read More

What Should You Know Before Investing in Frasers Commercial Trust?

Frasers Commercial Trust (FCOT) is a REIT that holds income-producing commercial properties in Singapore, Australia, and the United Kingdom. It is one of the 4 REITs under the Frasers Property group and was listed on the SGX mainboard in 2006. As of 18 Oct, it’s market capitalisation is about $1.26 billion. Here are six things to note about Frasers Commercial Trust before investing in it. Property Portfolio Frasers Commercial Trust’s assets portfolio comprises 6 properties found in Singapore, Perth, Canberra, Melbourne, and Thames Valley in the UK. Collectively, the assets are worth $2.13 billion, with Singapore contributing the largest portion...

Read More

What Should You Know Before Investing in Frasers Commercial Trust?

Frasers Commercial Trust (FCOT) is a REIT that holds income-producing commercial properties in Singapore, Australia, and the United Kingdom. It is one of the 4 REITs under the Frasers Property group and was listed on the SGX mainboard in 2006. As of 18 Oct, it’s market capitalisation is about $1.26 billion. Here are six things to note about Frasers Commercial Trust before investing in it. Property Portfolio Frasers Commercial Trust’s assets portfolio comprises 6 properties found in Singapore, Perth, Canberra, Melbourne, and Thames Valley in the UK. Collectively, the assets are worth $2.13 billion, with Singapore contributing the largest portion...

Read More

Should We Invest In Mapletree Industrial Trust?

As at 12 October 2018, Mapletree Industrial Trust (MIT) is trading at S$ 1.92 an unit. It offers yet another opportunity for investors to acquire MIT’s units at S$ 1.90 levels over the past 12 months.      Source: Google Finance So, should we consider or dismiss an investment into MIT at S$ 1.92 an unit? In this article, I’ll summarize my recent findings on MIT and share a few tools that are useful to value MIT at its current price. Thus, here are 7 key things that you need to know about MIT before investing. #1: MIT’s Current...

Read More

Is Mm2 Asia Ltd A Good Investment Now?

MM2 Asia Ltd (MM2) is a media, entertainment and content company with presence in Singapore, Malaysia, Hong Kong, Taiwan, China and the United States. It is the producer behind the wildly popular Ah Boys to Men movie series. In mid-Sept, MM2 announced that it has appointed Haitong International Securities (Singapore) as financial adviser to conduct a strategic review of the group’s business with the aim of enhancing its corporate profile, branding and market awareness in the North Asia market and to explore possibility of a foreign listing of some of the group’s key assets. While management has stated that...

Read More

The Future of Investing With InvestingNote

We are very excited to sit down with Marketing Director of InvestingNote, Mr. Ethan Ho, to discuss with him about how he sees the future of investing is evolving. InvestingNote.com is now the largest social media platform for investors in Singapore. Ethan is a self-taught investor who started investing in the US stock market, and is currently the Director for Marketing & Business Development at InvestingNote. He works with many well-known financial professionals and bloggers who are now on the platform. Prior to his role in InvestingNote, he was a personal banker dealing with unit trusts and bancassurance in...

Read More

Like us on Facebook

Follow us on Twitter