Author: VALUE INVEST ASIA

A Full Analysis on Heineken Malaysia Bhd

On 7 October 2015, Heineken N.V. has acquired Diageo’s stakes in GAPL Pte Ltd, a private firm that owns 51% stake in Guinness Anchor Bhd (GAB), one of the two listed and licensed breweries in Malaysia. Thus, Heineken N.V. has emerged as GAB’s largest shareholder as it now owns 100% interest in GAPL Pte Ltd. Subsequently, GAB was renamed to Heineken Malaysia Bhd (HMB) to reflect and be aligned with Heineken’s corporate identity. As I write, HMB is trading at RM 22.54 a share. So, is this a good time to buy / hold / sell shares of HMB?...

Read More

Is It Time To Finally Buy Starhub Ltd?

Today, as of 13 August 2018, Starhub Ltd is trading at S$ 1.70 a share, some 60% decline from S$ 4.40 recorded on 17 April 2015.  Source: Google Finance You may ask: Should I get into Starhub Ltd as its stock price is at its lowest? Should I avoid getting into it? Should I keep holding onto it if I’m its shareholder? In my previous article, I wrote on Maybank and had explained that a drop in stock price is a welcoming sight to investors. It enables investors to buy more shares at lower prices, thus, boosting both capital...

Read More

#5 The Asian Mavericks – Leong JyhWen (Baba Gardening)

[embedded content]Mr. Leong JyhWen is the Chief Vision Officer of Baba Gardening, one of the most well-known gardening supplies manufacturers in Malaysia. Mr. Leong is also a key mover in the organic farming industry in Malaysia. We chat with Mr. Leong on the origin of his business and how he grew it from a small workshop from his living room to a global exporter. And also on how he thinks about the mission of his company and what is the future he envisioned. This is his story. English Translation Mr Leong: When I was a young boy, I remember...

Read More

Is Ascendas Hospitality Trust Worth Investing In Today?

Ascendas Hospitality Trust (A H Trust) is a stapled security listed on SGX with an investment focus on hospitality assets across key gateway cities in Asia. It was listed in 2012 and currently boasts a portfolio value of $1.63 billion as of 31 Mar 2018. Judging by its relatively smaller market capitalisation, it may not be as well known as the big boys in the hospitality REIT sector such as the Ascott Residence Trust and CDL Hospitality Trust. Hence, in this article, I will share 7 key things to know about A H Trust before you invest. Stock Information...

Read More

Is Singapore Exchange Limited The Perfect Investment For You?

Singapore Exchange Limited (SGX) is Asia’s leading international exchange, facilitating exchanges of both local and global equities, derivatives, and fixed income securities among investors worldwide. Presently, SGX is worth S$ 7.8 billion and thus, is included as one of the 30 constituents of the Straits Times Index (STI). In this article, I’ll share 9 key things about SGX that you need to know before you invest. They are: #1: Stock Symbol Ticker Symbol: SGX: C68Market Capitalization: S$ 7.8 billion (10 July 2018) Share Price: S$ 7.33 (10 July 2018) Industry: Finance #2: The Business SGX derives income from 3...

Read More

Is Singapore Exchange Limited The Perfect Investment For You?

Singapore Exchange Limited (SGX) is Asia’s leading international exchange, facilitating exchanges of both local and global equities, derivatives, and fixed income securities among investors worldwide. Presently, SGX is worth S$ 7.8 billion and thus, is included as one of the 30 constituents of the Straits Times Index (STI). In this article, I’ll share 9 key things about SGX that you need to know before you invest. They are: #1: Stock Symbol Ticker Symbol: SGX: C68Market Capitalization: S$ 7.8 billion (10 July 2018) Share Price: S$ 7.33 (10 July 2018) Industry: Finance #2: The Business SGX derives income from 3...

Read More

How To Invest In An Uncertain Environment? Musing About Malaysia Election & The Trade War

This Article was first published on 29th April 2018 on our Asia-In-Focus Newsletter. To get the latest newsletters, click here. Asia-In-Focus April 2018 Edition How To Invest In An Uncertain Environment? Musing About Malaysia Election & The Trade War The market is up! The market is down! The market is up! The market is down! That seems to be the financial news over the past month. It might appear that the financial market is more volatile at the moment and market sentiment is bad, but in fact, the market has only declined about 1-2% last month. Against the peak in January...

Read More

7 Things to Note About M1 Limited’s Quarterly Results

M1 Limited (M1) is the smallest local telecommunication company in terms of revenue and market share. As we know, Singapore local telco sector is saturated with the emergence of Mobile Virtual Network Operators (MVNOs) and the impending entry of a fourth telco – TPG Telecom. This has resulted in stiff competition, turning listed telcos from favourites for yield-hungry investors into stocks with a large sell-off seen in past 2 years. Many investors are naturally concerned about M1’s odds of excelling in a competitive industry, given that all its revenue is derived from Singapore. M1’s recent quarterly earnings have been lacklustre...

Read More

What You Need To Know About Ascendas Real Estate Investment Trust’s Latest Result

Ascendas Real Estate Investment Trust (AReit)is the largest Industrial REIT listed on SGX, with total assets worth $10.4 billion as at 30 Jun 2018. It is a constituent of Straits Times Index, and also the largest REIT in Singapore, with 132 properties and a tenant base of 1,310 international and local companies from a wide range of industries. AReit had been actively managing its portfolio by divesting assets above valuation and entering new markets to expand its revenue base. Just recently, it announced an acquisition deal for assets purchase in United Kingdom (UK). With its first quarter FY18 earnings announced...

Read More

Can Capitaland Limited Weather the Property Cooling Measures?

CapitaLand Limited (CapitaLand) is one of Asia’s largest real estate company, involved in the full spectrum of real estate development activities ranging from building, developing, operating and funds management of residential, retail and commercial properties. As of 31 Mar 18, it has Assets Under Management (AUM) of S$91 billion. Being an established property company in Singapore, its share price suffered a drop recently, with the latest round of property cooling measures announced by the government on 5 Jul 18. On 6 Jul, its share closed at $2.99, 6% lower than the day before. Can Capitaland continue to perform after...

Read More

Can Capitaland Limited Weather the Property Cooling Measures?

CapitaLand Limited (CapitaLand) is one of Asia’s largest real estate company, involved in the full spectrum of real estate development activities ranging from building, developing, operating and funds management of residential, retail and commercial properties. As of 31 Mar 18, it has Assets Under Management (AUM) of S$91 billion. Being an established property company in Singapore, its share price suffered a drop recently, with the latest round of property cooling measures announced by the government on 5 Jul 18. On 6 Jul, its share closed at $2.99, 6% lower than the day before. Can Capitaland continue to perform after...

Read More

Kimly Limited vs Koufu Group Limited, Which Is a Better Investment?

Koufu Group Limited, an operator of food courts and coffee shops, made its debut on SGX on 18 Jul 2018 at IPO price of $0.63. Its industry peer,  d, is also a relatively new company on the stock exchange. It got listed on 20 Mar 2017, at a price of $0.25. As two listed players with an almost identical business model, it makes an interesting case to compare and contrast their business in a bid to determine which is a better-quality company. In this article, I will be comparing the FY17 results for both. Kimly’s figures will be obtained...

Read More

What you Should Know About First REIT Q2-2018 Financial Results

First REIT is one of the only two healthcare REITs listed on Singapore exchange – the other being Parkway Life REIT. It holds hospitals and nursing homes in Indonesia and Singapore。 It is listed since 2007. Healthcare REIT is usually perceived as defensive and more resilient to the economic downturn, due to the inelastic nature of healthcare services. As First REIT had just released its 2Q 2018 earnings report, let us take a look at its performance in the past quarter. Revenue, Net Income and Distributable Income Source: First REIT 2Q 2018 Earnings Presentation For the second quarter of...

Read More

Is Malayan Banking Bhd (Maybank) Worth Investing In Now?

Today, as at 27 June 2018, Malayan Banking Bhd (Maybank) is trading at RM 8.88 a share. It is an 18.4% decline from RM 10.88 a share recorded two months ago on 22 May 2018. Source: Google Finance You may ask: What happened to Maybank? Should I buy, hold, or sell Maybank shares? How do I avoid buying Maybank shares at RM 10.88 in May 2018? For a start, a sharp fall in prices of good stocks are always a welcoming sight to value investors. They present opportunities for value investors to invest & accumulate shares of good stocks...

Read More

5 Things You Need To Know About Xiaomi Corporation IPO

Company Name:  Xiaomi Corporation Exchange: Hong Kong Exchange Market Cap: HK$ 380.4 Billion (USD 48.5 Billion) IPO Price: HK$ 17.00 Xiaomi Corporation made history by being the largest IPO on the Hong Kong Exchange this year. However, the IPO is matched with tons of bad media coverage, resulting in a very pessimistic view of the company. Here are five things you might want to know about Xiaomi Corporation Ltd before you invest. Business According to the company, Xiaomi sees itself as a software company. Source: Xiaomi Corp’s IPO The company started out with selling high-quality smartphones at an affordable...

Read More

Like us on Facebook

Follow us on Twitter