Is Petronas Chemicals an investment opportunity?
Value Investing Case Study 94-1: How Petronas Chemicals Quietly Reinvented Itself — and Why It Matters.
Posts
Bursa’s E&P Sector: A Story of Reinvention Amid Volatility
Case Notes 43: In this article titled "Beyond Boom and Bust: The New Trajectory of Bursa’s Exploration & Production Players in the Oil and Gas industry", I look at how the Bursa E&P sector has performed over the past decade and provide an overview of a number of key players in the sector.
Can Bursa’s Furniture Exporters Survive the Tariff Test?
Case Notes 42: In this video "Bursa furniture sector – weathering tariff and seeking growth" I look at the potential impact of the Trump’s tariff on the Bursa furniture sector. Malaysia’s furniture exporters are under pressure as US tariffs bite. With over 80% of production headed overseas - and some companies relying on the US for more than 90% of revenue - the impact is significant. This video breaks down the sector’s financial health, tariff exposure, and strategic options, focusing on key players like Poh Huat and Lii Hen. Despite current challenges, lower tariffs than Vietnam and China and a stronger USD offer some upside. Watch to see if these companies can adapt—or if deeper shifts are needed. For more specific insights, refer to the following: Which are the better stocks in Bursa Malaysia furniture sector? Is Dominan one of the better Bursa Malaysia stocks? Is FACBIND a value trap? Is LIIHEN one of the better Bursa Malaysia furniture stocks? Is LE...
Is MISC an investment opportunity?
Value Investing Case Study 93-1: A Transformed Business, But No Margin of Safety.
Value Investing in Bursa’s Transportation and Heavy Industries Sector
Case Notes 41: Hidden Value in Motion: Transformation in Malaysia’s Transportation & Heavy Industries Sector.