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Bursa Malaysia
Tong's Portfolio
China’s undervaluation — not quite yet
Consumer spending is turning out to be weaker than expected.
June 09, 2023
Tong's Portfolio
Star Media Group: An unreasonable, value-destructive related-party transaction with Matang
Star makes more profit selling land than developing Star Business Hub.
May 25, 2023
Tong's Portfolio
Why do some companies trade at below net cash? Opportunity or value trap?
Biggest risk for deep-value stocks is ‘time to monetisation’.
April 21, 2023
Singapore-Malaysia ties
Revisiting the SGX-Bursa link
The Thailand-Singapore DR Linkage is about 75% complete, with the launch expected in the next six to nine months.
March 02, 2023
Tong's Portfolio
Who is behind the last-minute push-up of stock prices?
Interestingly, this trading pattern is quite unique to the Malaysian market.
August 11, 2022
Tong's Portfolio
Understand the causes to treat the symptoms
Easy, short-term remedies without addressing underlying problems have long-term consequences that ultimately compound the pain.
June 09, 2022
Tong's Portfolio
Part 4: Still paying the price for capital controls 23 years later
There is no question that Malaysia lost out on foreign capital funding — from both FDI and capital markets.
March 03, 2022
Tong's Portfolio
Part 3: Why Bursa is a chronic underperformer ... low productivity and too many low-paying jobs
It is a common lament, that wages are just not keeping up with inflation and rising cost of living.
February 24, 2022
Tong's Portfolio
Part 2: Bursa has been a chronic underperformer … slow growth in sales and earnings
A quarter of a century since the AFC, the Malaysian stock market is still consistently underperforming.
February 17, 2022
Tong's Portfolio
Part 1: Why is Bursa a chronic underperformer? Capital controls imposed
This has to be THE million-ringgit question for long-suffering investors on Bursa Malaysia.
February 04, 2022