Category: Uncategorized

As we approach the end of 2014, it seems legitimate to slow down and think through what we have gone through over the last 12 months. In fact, I have actually taken weeks to write this post and pen my thoughts down because there are so many learning points to reflect on which will be good for my own future reference. Of…

I know we are a few days away from ending this fabulous year and everyone is already busy reflecting how they have spent this year and setting goals for the upcoming 2015. I am working on that as well so this most likely be my final action for 2014. I initiated a new position by purchasing…

I have just completed my MBA degree at a local institution which has lasted for 18 months and I thought I could share my experience with the program for the benefit of those who are interested to get one.   To begin with, there are always two sides of a coin. While there are people…

I’ve been wanting to revisit my projection target for some time now but fails to do it everytime I said it to myself. Some readers have also asked regarding how I came up with my projection target so I thought this would be a good time to explain them. When I set my projection target…

I have written a couple of posts on the concept of cashflow recently. We have looked at how important for companies to maintain a good cashflow management structure to ensure they do not run out of money especially during credit crunch period.   In this post, I am going a little personal and closer to what…

I can understand why existing shareholders of LMIR Trust are frustrated and this has sent the share price down by 6% today.   Sometime in the mid of Sep earlier this year, the management had announced their intention to acquire Lippo Kemang Mall into their portfolio at a cost of $385 million. You can refer to…

Some people have stressed on referring to a few different metrics when analyzing a company. And they are rightly so. In this part 3 sequel of the posts, I will share on one of the earnings valuation methodology favored by Bruce Greenwald which is best used in conjunction with the Reproduction Cost value method discussed…

Triggered upon comments from couple of fellow bloggers, Musicwhiz, GMGH, Richard and Jason in the previous post, I went to read further on Greenwald’s take on reconstructing the book value using a Reproduction Cost Basis methodology which I will talk in detail in this part 2 series of valuing assets and how when combined with other earnings metrics such as EPV which…

Book Value is essentially a measure of all the company’s assets minus liabilities. In other words, they are your equities portion in the financial statements. Many times investors try to use the price-to-book metrics when deciding on whether to invest in a particular company. A quick way to look at this is through filtering of the…

We live in a society where most people are obsessed with their value of Networth.   Look at the people around you. Flip across your favourite magazine or articles. You will see that Networth is the first thing being compared across the same breadth and depth.         As financial bloggers, we are…