Posts

Betting on Malaysia’s Big Build: Is Muhibbah or SunCon the Smarter Play?

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Case Notes 46: In this article, I examine how 2 Bursa construction companies have evolved to meet the changing market environment.    

Before You Buy Another Chip Stock on Bursa, Read This…

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Case Notes 45: In this article, I examine how the Bursa semiconductor sector has performed over the past decade and provide an overview of several key players. I aim to uncover the real story behind the boom - and occasional bust - experienced by these companies.    

My curated US stocks for 2025

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Tips D – US Stock Exchanges. A summary of the fundamental analysis of my curated US-listed companies that I covered in 2025. Updated 25 Jul 2025        

Is Petronas Dagangan an investment opportunity?

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Value Investing Case Study 97-1: A fundamental analysis to show that Petronas Dagangan is a quality compounder facing a strategic crossroads.  

The Illusion of Growth: What Inari’s Numbers Really Say

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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.