Axiata’s Strategic Pivot: Progress or Premature Optimism?
Value Investing Case Study 101-1: A fundamental analysis of Axiata to assess whether its strategic reset from telco to techco has made it into a value investment opportunity.
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Astro Malaysia: Digital Pivot or Declining Giant?
Value Investing Case Study 100-1: A fundamental analysis of Astro to assess whether there is any value left as it pivots from Pay-TV king to digital underdog.
Systech: Attractive Vision, Elusive Value
Value Investing Case Study 99-1: A fundamental analysis to assess whether Systech can turn its strategy into shareholder value. While Systech is a great story, there is no margin of safety.
Is G3 Global an investment opportunity?
Value Investing Case Study 98-1: A fundamental analysis to assess whether G3 Global’s AI pivot will lead to sustainable profits.
Betting on Malaysia’s Big Build: Is Muhibbah or SunCon the Smarter Play?
Case Notes 46: In this article, I examine how 2 Bursa construction companies have evolved to meet the changing market environment.