Investing For Value

Value Investing Case Study 96-1: In this article sub-titled “Growth Without Returns? Dissecting Inari’s Capital Efficiency Decline”, I looked at the fundamental analysis of Inari Amerton.   

Case Notes 44: In this video “Can a downstream focus reverse ASTEEL fortune?” I look at the potential for ASTEEL to turnaround its business.  ASTEEL, a downstream flat steel player in Malaysia, has faced persistent challenges - limited scale, high fixed costs, and mounting interest expenses have kept profitability elusive. Yet, its strong correlation with steel prices suggests potential upside in a cyclical upturn. This video explores whether an optimistic turnaround case offers enough margin of safety to warrant investor attention. For more specific insights on the steel sector, refer to the following: Is CSC Steel one of the better Bursa steel stocks? A tough 12 years for Bursa Malaysia steel companies Is Lysaght a value trap? Is Engtex an investment opportunity? Is Astino a value trap? In my video, I cite the intrinsic value for ASTEEL. Refer to the Valuation Library for details of the valuation. For a visual insight of the business performance and investment risk of...

Value Investing Case Study 89-1: In-depth valuations of companies featured in my videos. Revision date: 4 July 2025

Value Investing Case Study 95-1. Can Steady Infrastructure Beat Volatile Markets? Petronas Gas Reviewed.

Value Investing Case Study 94-1: How Petronas Chemicals Quietly Reinvented Itself — and Why It Matters.