7 reasons why Heineken Malaysia should be on your watchlist

A party or celebration is not complete without alcohol – and for many of us, that means beer. When it comes to our favorite beers, I’m sure Heineken, Guinness, and Tiger are not far from the top of the beer drinker’s list. Yet, some of us may not know that all these brands are produced by the same company in Malaysia: Heineken Malaysia Berhad. Heineken Malaysia is the largest alcoholic beverage … [Read more...]

11 things I learned from Amanah Harta Tanah PNB’s 2017 AGM

Amanah Harta Tanah PNB (AHP) is a Malaysian REIT that first listed in 1990 and has been paying a steady dividend to shareholders ever since. A total of 196.24 sen per unit or RM198.54 million has been distributed since 1990, with the highest distribution per unit (DPU) of 12.5 sen per unit paid in 1996. AHP has an average dividend yield of 6.4% from 2011 to 2016. AHP completed the acquisition … [Read more...]

11 things I learned from MRCB-Quill REIT’s 2017 AGM

MRCB-Quill REIT (MQREIT) is an office REIT with a portfolio comprising 11 commercial buildings. Five properties are located in Cyberjaya, four in Kuala Lumpur, and one in both Shah Alam and Penang. In the last financial year, MQREIT completed the acquisition of Menara Shell, a 33-storey office tower, increasing the nett lettable area of its portfolio to 2.2 million square feet. MQREIT is managed … [Read more...]

16 things you need to know about MRCB-Quill REIT before you invest

MRCB-Quill REIT (MQREIT) derives its income from a portfolio of 11 properties. Most of these properties are office buildings located in Kuala Lumpur and Cyberjaya. As at 31 December 2016, MRCB-Quill REIT’s overall portfolio is worth RM2.22 billion. You may have heard of the saying: “Rome wasn’t built in a single day.” And this is true for all successful companies as well. Personally, I’ve … [Read more...]

How You A Passive Or Active Value Investor?

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Before we go into deciding what strategy we prefer when investing, we must think about whether we want to be a passive or active value investor. “What?” You must be thinking to yourself. What is the difference between the two?The Short AnswerTo keep it simple and short, passive investing is investing by tracking the index you chose. For example, you might be a Malaysian-based investor and you want … [Read more...]

Three Common Strategies Of Value Investing You Need To Know

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Value Investing is Not A StrategyAs we established in the beginning, value investing is not a strategy for investors. It is rather a philosophy on which to guide investors. As mentioned by Warren Buffett on the “Superinvestors of Graham-and-Doddsville”, the super investors have different strategies and owned different stocks on their portfolios. Nonetheless, each of them was able to produce great … [Read more...]

3 Things You Need To Know About Fraser and Neave Ltd

Sharing is caring:Fraser and Neave Limited (“F&N”) (F99.SI) is one of the leading players in the food and beverage space in Asia Pacific. It was founded in 1883 by two Scotsmen John Fraser and David Chalmers Neave. They established The Singapore and Straits Aerated Water Company to produce carbonated soft drinks. A couple of years down the road, F&N became a public company after issuing … [Read more...]

How Long Do You Need To Be A Millionaire?

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Sharing is caring:Do you want to be a millionaire? If you know the story of Warren Buffett, you know that investing can be the path to your financial freedom. However, it is not a get-rich-quick scheme. If you do not know what is value investing, click here.Investing is not a strategy that can make you a millionaire overnight. Yet, with proper knowledge and some patience, it can possibly make you … [Read more...]

3 Asian Value Investors You Need To Know

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Sharing is caring:3 Asian Value Investors You Need To KnowKnowing how successful value investors have made it in the past is important for us. It helps us understand what are some of the common characteristics among these great investors. However, most of the famous investors that are well publicised are US-based and Europe-based investors like Warren Buffett, Peter Lynch or Sir … [Read more...]

15 things I learned from CapitaLand Malaysia Mall Trust’s 2017 AGM

CapitaLand Malaysia Mall Trust (CMMT) is a shopping mall-focused REIT in Malaysia with a portfolio of five shopping malls and one complementary office tower. CMMT listed on Bursa Malaysia on 16 July 2010. If you purchased CMMT at IPO, your total returns would be 111.7%. Three assets are located in Klang Valley – a majority interest in Sungei Wang Plaza in Kuala Lumpur, The Mines in Seri … [Read more...]

What Is Value Investing

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Sharing is caring:Know The Truth About Value InvestingSo you are planning to start investing but do not know where to start? Maybe you have heard about a style of investing called value investing and you do not know what does it mean? Congratulation on taking the first step to take control of your financial future. Value investing might be the key toward your financial freedom. Welcome to … [Read more...]

5 Things To Know Before You Start Investing

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Sharing is caring:So you have saved up some money and are unsatisfied with the little return you are getting from keeping your money in the bank? You heard about how you might be able to earn a little extra from investing in the market. You saw your friends doing it, you have seen movies about it and now you think you are ready to start your investing journey as well?Well, hold your horses. If you … [Read more...]

5 Things To Know Before You Start Investing

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Sharing is caring:So you have saved up some money and are unsatisfied with the little return you are getting from keeping your money in the bank? You heard about how you might be able to earn a little extra from investing in the market. You saw your friends doing it, you have seen movies about it and now you think you are ready to start your investing journey as well?Well, hold your horses. If you … [Read more...]

Food inflation in Malaysia and Singapore.

We are always saying how things are cheaper across the Causeway and I do it too. I have said it often enough to get rebuked by some of my Malaysian friends. "You Singaporeans only find it cheap because of the strong S$. Life is actually very difficult for common Malaysians, you know. And you people come here and drive prices up. You think the people in Johor like higher prices?" I grew up … [Read more...]

11 Malaysian REITs that made you money if you invested from their IPOs

Last week, I wrote an article about 15 Singapore REITs that would have made you money if you invested from their IPOs. Out of the 19 S-REITs that have been listed for listed for at least 10 years, 15 of them gave a positive overall return for investors. In this article, we will look at their counterparts from across the causeway and do a similar study on the performance of Malaysian REITs … [Read more...]

5 things you need to know about Daibochi Plastic & Packaging Industry Berhad

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Daibochi Plastic & Packaging Industry Berhad (Bursa: DAIBOCI) is a classic example of finding an investment idea while grocery shopping in the supermarket. When you visit the supermarket, you will realise that many food products like your Cadbury chocolate bars and Milo sachets require packaging. A company has to produce and manufacture all that packaging — and Daibochi is one of the … [Read more...]

Here’s why the Ringgit is crashing

The Malaysian ringgit has been one of the worst performing currencies in Asia since Donald Trump won the recent US election. Having spoken to several economists, currency strategists and traders for their views, here are a couple of possible reasons why. 1. Higher US treasury yields Suddenly, US government bonds, the safest investments in the world, don’t seem so appealing anymore with someone … [Read more...]

3 ways to handle forex volatility when investing overseas

This article actually came about because a member of our asked how we manage foreign exchange volatility whenever we invest in foreign stocks or, for that matter, stocks which are denominated in foreign currencies (some local stocks are traded in foreign currencies). I gave him my reply over email and I thought this was useful to also share with our readers at large. So, first things first, … [Read more...]

7 Things I Learned from F&N’s FY2015 AGM

In August 2015, F&N sold their 55% stake in Myanmar Brewery Limited to Myanma Economic Holdings for US$560 million and realized a net gain of US$542 million. Interestingly, Myanma Economic Holdings resold Myanmar Brewery to Kirin Holdings for the same amount of US$560 million the same month! The deal had many investors scratching their heads. The only reason I can think of for the transaction … [Read more...]

3 Reasons Why Oil Prices Have Fallen over 70% and the Winners & Losers from the Oil Plunge

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In this article, we are going to look at the causes behind the 74% plunge in oil prices from a peak of $106.78 per barrel in June 2014 to a low of $27.10 on January 20. In order to give you an “appreciation” of the oil plunge, let’s have to look at the chart: Source: Trading View As oil prices declined, there have been numerous predictions that prices will recover in the past 18 months. … [Read more...]