What business is AEON in? If you were to ask this question to anyone, most people would tell you AEON is in the retail business. Well, technically, they are right. Today, AEON is the leading retailer in Malaysia with total revenue of RM 4 billion. Over almost four decades, AEON has established itself as the … Continue reading AEON – A Property Company With Retail Business?
Stanley Druckenmiller is the hedge fund manager that I admired most in life. Stanley Druckenmiller has shaped how I approach markets and how to be flexible towards any events at all times. For those who do not know, Stanley Druckenmiller was the right hand man for George Soros from 1988 to 2000. His track record … Continue reading An In-depth Look at Stanley Druckenmiller’s Investing Strategy – Fortune magazine interview 1988
Early this month, E&O announced the entry of KWAP as a strategic investor in their flagship Seri Tanjung Pinang (STP) 2A project. This corporate action is arguably one of the most important catalyst that would enable E&O to trade closer to its full value. Interestingly, E&O share price has retraced by 20% from the peak … Continue reading What’s cooking in Eastern & Oriental Berhad?
Padini is a retail clothing company that I will cover a lot in this blog over time. It is possibly the most well managed retail clothing company in Malaysia. I encourage readers to read all its financial reports to learn about this company. In my opinion, Padini publishes one of the most transparent financial reports in KLSE. Padini … Continue reading Why Padini deserves a higher valuation
When Bison was listed in KLCI last year, I was extremely excited at the prospect of investing in Malaysia largest home-grown retail chain with an estimated market share of 8.6% in terms of numbers of outlet. The retail convenience store is a fairly simple business to understand (but not easy to run). For those who do … Continue reading A Qualitative Look At The Business Model Of Bison Consolidated