Hong Chew Eu

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Joined Aug 2020

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I first started my analysis of Dayang when in Nov when it was trading below RM 0.90 per share. The price has gone beyond RM 1.20 within a month but seemed to have come down in line with the expectations of the oil supply. I think that it is worth a look when it drops to below RM 1.00 as per my article "Is Dayang a value trap?". There is long-term value for those with a long-term investment horizon.
2 months · translate
White Horse business is tied to the property and construction sectors. Given that these 2 sectors have been soft for the past few years, we should not be surprised about White Horse's poor performance. However, at the current market price of around RM 0.60 pers share, it is not a value trap. If you have a long-term investment horizon and have the holding power, this is one for your portfolio. Search "Is White Horse a value trap?" if you want to see my rationale.
3 months · translate
A value trap is a company that appears to be cheap at first sight eg compared to its previous price. But in reality, it is cheap for a reason eg the fundamentals show that it has poor prospects. My analysis shows that Petron Malaysia is not a value trap
3 months · translate
Since its acquisition by Petron Corp of Philippines, Petron Malaysia is no longer in the refining business per se. Rather today it is a petroleum retailing company with an in-house refinery. Its future is tied more to the fuel retailing sector in Malaysia than the refining sector. Is there a future in petroleum vehicles. I think it will probably be decades before electric cars become commonplace. So in the interim, there will still be a need for petrol stations. Those strong marketing companies will still do well. I think Petron Malaysia is one of them. But this is a stock for those with holding-power. So at the current price is Petron Malaysia a value trap? I don't think so. There are several fundamental analysis available online. Check them to verify my view.
4 months · translate
Steel is a commodity and the industry is cyclical. We are probably at the trough of the cycle and the market price reflects this. But CSC Steel has a good track record and is financially strong. If you have strong holding power, this is one stock to hold. If you want to have further details on a fundamental analysis search 'Is CSC Steel a value trap"
4 months · translate
if you want a fundamental analysis search for UOA value trap
6 months · translate
for those who want another perspective search for UOA value trap
6 months · translate
for those who want a fundamental analysis search for Eksons value trap
6 months · translate
For those who want a fundamental analysis visit i4value.asia
6 months · translate
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