Thursday, December 19, 2013

3 intersting Malaysian stocks

Disclaimer: The information presented in this article is simply my opinion (I could be fucking wrong). I’m not encouraging anyone to follow my opinion. I will NOT be responsible for any of your losses. I do not guarantee the accuracy of the information presented in this article. Be a badass investor and do your own research. Take personal responsibility for both your profits and losses. I personally have invested in the 3 Malaysian stocks that will be discussed in this article.

Sup, how Y’all doing? I hope you have hustled hard this year and earned some pretty good returns. Anyway, in this article, I will be briefly discussing three interesting Malaysian companies that you might want to take a look at if you plan to diversify internationally. Malaysia is a country in South East Asia. The country grew GDP at 5.6% in 2012 and is set to grow GDP above 4% this year. According to Trading Economics, Malaysia had a government debt-to-GDP of 53.1% and a budget deficit of 4.5% for the year ended 2012. Malaysia is rated as moderately free by the Heritage Foundation.

The following are the 3 Malaysian companies that I think are interesting and worth researching further if you plan to diversify your portfolio internationally:

KLCC Property Holdings Berhad: This company has interests in top quality office towers and one of the best shopping malls in the country. One of the company’s office properties is the iconic Petronas Twin Tower which even appears on postcards. The quality of the company’s real estate portfolio is evidenced by the higher rent per square feet it’s able to charge as compared to local REITs. I believe the company is reasonably valued. If you want to learn more about this company, please read my analysis on my new blog here: http://greedydragoninvestment.blogspot.com/2013/11/planning-to-invest-in-klcc-property.html.

Kawan Food Berhad: Kawan Food manufactures frozen Asian food delicacies such as curry puff and oriental buns. This company generates pretty good returns on capital, has a fortress balance sheet and is reasonably valued despite the share price being at all-time highs.  You can read my analysis of this company on my new blog here: http://greedydragoninvestment.blogspot.com/2013/11/kawan-food-berhad-one-delicious.html

Kumpulan Fima: Kumpulan Fima has a stable of businesses consisting mainly of palm oil planation, manufacturing of security documents and bulking of liquid and semi liquid products. The company’s businesses collectively generate decent returns on capital for the company. The company has a solid balance sheet as it has lots of cash. I personally think that the stock is undervalued. If you’re interested to learn more about the company, please read part 1 where I talk about valuation here: http://greedydragoninvestment.blogspot.com/2013/10/invested-in-kumpulan-fima-part-1.html. Please read part 2 where I talk about the business fundamentals of Kumpulan Fima’s main business divisions here.


Thank you for reading, and may you have an awesome Christmas and a kickass New Year!