Review

Portfolio Review Closing on 31-03-2017

Hi readers, as it comes to the end of first quarter in 2017, we hope everyone is doing well and stay healthy. In this post, let us review our 2 experimental portfolios that we setup early of this year. Both portfolios are tracked by using i3investor portfolio manager. First of all, these portfolios are formed Read more…

By Stockify, ago
Financial Analysis

HOMERIZ – The Usual Suspects (F)

Introduction In previous post, we conducted a Business Analysis on HOMERIZ, introducingThe Usual Suspects to consider when analyzing exporting manufacturers with little or no economic moat like HOMERIZ. In this Financial Analysis, we will first present the superb financial track records of HOMERIZ, followed by how it was impacted by The Usual Suspects, and finally conduct a Read more…

By Stockify, ago
Business Analysis

HOMERIZ – The Usual Suspects (B)

  Introduction While writing this post, we visited some online investor communities and found that HOMERIZ has been widely covered by many independent analysts, as it aligns with US beneficiary theme. However, we feel reluctant to give too much credit for good business performance that is backed by external factors like foreign Read more…

By Stockify, ago
Financial Analysis

SOLUTN – Solution for Education (F)

In previous post, we explored the business model of SOLUTN. In this post, we will look at SOLUTN (0093) financial numbers to understand more about its company financial and its business performance from income statement, balance sheet, and cash flow statement. Finally, we will do a valuation to determine if the current price is Read more…

By Stockify, ago
Business Analysis

SOLUTN – Solution for Education (B)

Introduction Solution Engineering Holdings Bhd (SEHB) is one of the top 30 stockpick by the Malaysia infamous investor, Mr. Fong Siling AKA Coldeye. This has drawn our attention to find out more about the company. While searching online about the company, we noticed that most of the write-ups about SEHB did not explain much about Read more…

By Stockify, ago