Investing For Value

Value Investing Case Study 91-1: Up 24% in revenue - Is Hwa Tai the sweetest undervalued stock on Bursa?   

Fundamentals 32. Unlocking Investment Opportunities with the Fundamental Mapper. This article is about anticipating the future. It covers using fundamental analysis in the context of the Fundamental Mapper to stay ahead of the market.

Case Notes 38: In this video "Crisis in the Bursa Glove Sector?" we explore the challenges faced by the Bursa glove companies.  The Malaysian rubber glove industry has evolved from humble beginnings into a global powerhouse. Its growth is driven by rich natural resources, strategic government support, and the ability of its leading companies to innovate and adapt in a competitive, high-demand market. The industry is almost entirely export-driven.  Post-Covid-19, the glove companies have faced profitability challenges. These were partly due to over-expansion during the Covid-19 years and the decline in demand post-Covid-19. In this video, we dive into the state of Malaysia’s glove industry after the COVID-19 boom. From overcapacity and falling margins to weak returns and modest growth prospects, find out why this once high-flying sector is now facing serious headwinds.  For a visual insight of the business performance and investment risk of the various compani...

Tips D – US Stock Exchanges. A summary of the fundamental analysis of my curated US-listed companies that I covered in 2025. 

Case Notes 35. Malaysian Poultry Industry: The untold story of boom, bust, and recovery! The data are meant to serve as base rates when analysing poultry and egg companies