A quick review of 2017. A quick glimpse into 2018.
Month: December 2017
Will The Armada Rise Again?
Answer : Very much dependent on movement of crude oil Strong correlation with Brent (USD), with r-squared of approx. 91% … More
Am I Missing Something?
News Update – KUALA LUMPUR: Shares of Hengyuan Refining Co Bhd, which has gained over 643% year-to-date, continued to climb … More
A Turnaround Story In The Making?
The research arm of Kenanga Investment Bank Bhd (Kenanga Research) expected the share price to be traded at a much … More
ASEAN: Yield Differential Update (Dec 2017)
With a 25bps point increase in Fed Funds rate announced yesterday, US is continuing its path towards interest rate normalisation. … More
Current State Of Malaysian Furniture Makers
The share price of listed Malaysian furniture makers had risen in tandem with the fall of the Malaysian Ringgit over … More
A Simple Company
Company Background: AWC is the premier provider of total asset management and provides “one stop” integrated facilities management services to … More
Year End Window Dressing
Window dressing is a strategy used by mutual fund and other portfolio managers near the year or quarter end to improve the appearance of … More
A Quick & Simple View On AUD
AUD/USD has been sliding consistently from the year’s highs and that broad downtrend remains very much in play. Relative interest-rate … More
IJM vs Gamuda
In an earlier post (read this), there was a brief discussion on KLCI constituents / blue chips that could have … More