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Tong's Portfolio
Economic policies in Malaysia are dictated by politics — why they fail
Malaysians are, on average, adequately paid relative to living costs.
January 18, 2024
Tong's Portfolio
Companies that are destroying shareholder value and what can be done about it
Regulators ought to encourage activist investors who maximise shareholder value.
December 14, 2023
Tong's Portfolio
Stating the obvious: Stock prices can only perform with sustained profit growth and positive prospects
A poor-performing stock market is, rightly, a major concern.
October 19, 2023
Tong's Portfolio
Put up guard rails before the circus begins: Reducing Bursa’s board lot size
Policy matters require holistic assessments of both the opportunities and potential pitfalls.
October 05, 2023
Tong's Portfolio
Chasing the small caps now will likely end in tears
The biggest spike in trading volumes and gains on Bursa Malaysia were registered for the property and construction sectors.
September 07, 2023
Tong's Portfolio
Critical to consider management’s capabilities and integrity in evaluating stocks
Last week, we wrote about how the Covid-19 pandemic was testing times for businesses, given the high degree of uncertainties.
July 06, 2023
Tong's Portfolio
Windfall profits can also be a curse to shareholders
The glove makers were, without question, the single biggest winner of all on Bursa Malaysia.
June 29, 2023
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