There are actually quite a number of well managed companies listed on Bursa Malaysia.
There are only 3 main categories of companies i would consider investing:- 1. Value companies-- companies with lots of land bank not revalued. The problem with these companies are that they always take their own sweet time to develop their lands. Classic examples are Oriental Holdings Bhd, Plenitude Berhad, just to name a few. However, once they start developing, it will generate substantial profit (as a result of very cheap land cost) and others will start paying attention to these counters. Investor to be very patient when investing in these stocks.
2. Growth companies-- companies that managed to achieve growth in turnover and profit year on year basis while maintaining profit margin. Once identified & locked in, you will be able to enjoy the ride with the companies in a long term. There are a lot of these companies in Bursa Malaysia, both big caps and small caps. Classic examples are QL Resources, Top Glove, Amway, Public Bank, etc.
3. Turnaround companies-- one can make the most money in these type of companies. Timing is the key. I usually wait till the result is proven before i start to invest in these counters. Classic examples are Yeo Hiap Seng, DKSH.
Investment is most interesting when businesslike. Happy investing, everyone! Thanks for sharing your thoughts, MR Koon! I enjoy reading your articles.
Blog: Basic Share Investment Philosophy - Koon Yew Yin
2014-05-04 00:19 | Report Abuse
There are actually quite a number of well managed companies listed on Bursa Malaysia.
There are only 3 main categories of companies i would consider investing:-
1. Value companies-- companies with lots of land bank not revalued. The problem with these companies are that they always take their own sweet time to develop their lands. Classic examples are Oriental Holdings Bhd, Plenitude Berhad, just to name a few. However, once they start developing, it will generate substantial profit (as a result of very cheap land cost) and others will start paying attention to these counters. Investor to be very patient when investing in these stocks.
2. Growth companies-- companies that managed to achieve growth in turnover and profit year on year basis while maintaining profit margin. Once identified & locked in, you will be able to enjoy the ride with the companies in a long term. There are a lot of these companies in Bursa Malaysia, both big caps and small caps. Classic examples are QL Resources, Top Glove, Amway, Public Bank, etc.
3. Turnaround companies-- one can make the most money in these type of companies. Timing is the key. I usually wait till the result is proven before i start to invest in these counters. Classic examples are Yeo Hiap Seng, DKSH.
Investment is most interesting when businesslike. Happy investing, everyone!
Thanks for sharing your thoughts, MR Koon! I enjoy reading your articles.