Author: Value Invest Asia

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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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Is Hong Leong Bank Bhd Worth Investing In?

On 23 October 2017, I wrote an article on Hong Leong Bank Bhd (HLB). On that day, HLB was trading at RM 15.86 a share. Today, HLB’s stock price is RM 20.58 a share, some 30% appreciation within 12 months. Hence, it has outperformed stock prices of all listed local banks in Malaysia, including Public Bank Bhd. In this article, I’ll share the latest results of HLB and discuss its immediate plans towards the future. Also, I would share a few valuation tools to share how I will personally assess an investment into HLB at RM 20.58 a share....

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3 Reasons You Need To Diversify Internationally

This article is brought to you by FSMOne.com Most investors whom I met tend to have one thing in common. We tend to invest locally. This means that we have a natural tendency to invest in a stock that is listed on our country’s stock exchange or operates locally. As we are starting out in investing, restricting ourselves to just investing locally is a great way to get ourselves familiar with the stock market. However, I do think that as we become more comfortable in managing our own portfolio, we should consider diversifying our portfolio internationally. That is because...

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#7 The Asian Mavericks – Dr. David Kuo (The Motley Fool Singapore)

Dr. David Kuo is the key driving force behind the growth of The Motley Fool Singapore. Personally, he was my ex-boss and a key mentor to me. We sat down to discuss more about his childhood, how he ended up joining The Motley Fool in the UK and then brought the company to Singapore and grew it from zero. A wonderful story, and hope you guys enjoyed it. *Full transcript available to VIA Club Members only. To subscribe to our podcast, search “The Asian Mavericks” on iTunes or wherever you get your podcast. If you like the show, please...

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What You Should Know About Ascendas Real Estate Investment Trust Latest Assets Acquisition In The United Kingdom

Ascendas REIT (Areit), Singapore’s first and largest industrial REIT, recently announced a proposed acquisition of 26 logistics properties in the United Kingdom (UK). This deal came hot on the heels of earlier acquisition deal on Jul 18, for 12 logistics properties in the UK that cost approximately S$360.11 million. In a span of 3 months, there is another pending acquisition. It seems that Areit is highly positive with the outlook of UK logistics sector, motivating the management to expand into the UK in a rather steadfast fashion. However, should an investor be concerned about successive acquisition deals? Are the...

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What Should You Consider Before Investing In KIP REIT?

KIP REIT was listed on 6 February 2017 and thus, is the latest addition of REITs to be added on Bursa Malaysia. It is a retail REIT that invests in malls which are catered to low-to-middle income shoppers in towns across Peninsula Malaysia. Presently, it has a portfolio worth RM 585 million. In this article, I’ll share 9 key things that you need to know about KIP REIT before investing. #1: Stock Symbol Ticker Symbol: KLSE: KIPREIT / KLSE: 5280 Market Capitalization: RM 424.5 million Share Price: RM 0.84 (1 October 2018) Industry: REIT Syariah Compliant: Nope. #2: The...

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Will The Malaysia Government Kill Off My E.G. Service Bhd and George Kent (M) Bhd?

This Article was first published on 29th May 2018 on our Asia-In-Focus Newsletter. To get the latest newsletters, click here. Asia In Focus May 2018 Edition May is an interesting month for Malaysia. The country held its 14thGeneral Election and the incumbent government lost the election for the first time ever in the history of the nation. What does it all mean for the country and for businesses operating within? For decades, businesses in Malaysia that focused on servicing the government have very opaque business models. Most of the time, there was no open bidding for a project or concession. And even if...

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