3 Key Highlights on Kawan Food Berhad

(Source: Google Image) Human nature desire for convenience has continued to drive demand for Frozen Food. This has further boosted by increasing pace of life and participation rate of women in workforce. According to alliedmarketresearch.com, global Frozen Food market is expected to reach USD 306 billion by 2020, with CAGR of 4.1% from 2015 to 2020. That…

Inflation Rate: Trust the Computation of Bank Negara Malaysia?

INFLATION RATE computation by Bank Negara Malaysia is done on an overall manner for a COUNTRY, while each one of us on INDIVIDUAL level, will still experience different inflation rate. YES, we can trust Bank Negara Malaysia computation of inflation rate as it is done based on basket of goods changes in price for a COUNTRY.…

Inflation Rate: The Construction of Price Index by Authority

OUR central banks have their ways of computing the inflation rate. Can we just pluck-and-use the numbers? Following our article on Inflation Rate, you would now know what is inflation rate and why it matters to investors. But still, the question lingers, “how did the central banks (including Bank Negara Malaysia) compute their inflation rate?…

What is Inflation Rate?

“Perception is real, even when it is not reality” ~ Edward de Bono Inflation refers to a sustained rise in the overall level of prices in an economy. Economists use various price indices to measure the overall price level, also called the aggregate price level. The inflation Rate is the percentage change in a price index—that is, the…

6 Key Highlights on Fu Shou Yuan International Group

Having loss someone close to you can be a traumatic experience. Anyone who has gone through the hassles of funeral and burial arrangement will understand the difficulties during those period, including having to make quick decision on how to handle your loss ones within tight schedule. It is during such emotional period that we as…

4 Key Highlights on Taokaenoi Food and Marketing Public Company Limited

Taokaenoi Food and Marketing Public Company Limited (Bloomberg Code = TKN-R:TB) is incorporated in 2004 and listed in The Stock Exchange of Thailand in November 2015. The main business is processing, distributing and selling seaweed snacks under its own brand to consumers. The company offers seaweed products in several flavours, which include “Original”, “Tomyam Gung”,…

Capital Cycle-Part 1

The above chart illustrates a typical capital cycle phenomenon, showing how attractive profits tend to attract excess capital and eventually lead to underperformance of the industry, and vice versa. Example 1: Commodity Supercycle Commodity Supercycle happened in the period of low interest following the dotcom burst of 2002. It was fuelled by China consumption, whose…

China’s Banking Transformation-The Untold Story by James Stent (Part 2)

Continuing from Part 1: 5) Chinese goverment as a whole cares more on the solution and development outcomes, and less on the terms in office. The structure of Chinese government is decentralized (having local authorities), yet unified under state government. Such structure allows Chinese government to pursue long term objectives (due to unified body), while…

China’s Banking Transformation-The Untold Story, By James Stent (Part 1)

This article will be published in 2 parts, with part 1 describing the author background, along with several key points. Remaining points will be elaborated in part 2. Who is James Stent? -specialize in economic policy, governance, market entry and financial communication. -was a senior executive vice president in Bank of Asia in Thailand -continue…

Valuation Tips

What is a valuation, especially valuation for a listed company? Google definition for valuation is “an estimation of the worth of something, especially one carried out by a professional valuer”. Can the valuation be done by a commoner like anyone on the street? The answer is YES. “The price is on increasing trend, should I…