Truths Half Truths & Deceptions


DRBHcom's Proton X70 No X Factor?

What's happening in DRBHCOM (1619)? It sure has been a rather eventful first 120 days post GE14.  From the 3rd national car bombshell to the launch and acceptance of bookings to the SUV, investors of DRBHcom sure are a fickle lot, twisting and turning over the way ahead is clear to run.  Something else I noticed, however, is how quiet it is si...

Banking Consolidation 2.0

ICYMI, here is a reminder that this investment theme should be high on your tracking list for 2019. With the prospects of a second round of banking consolidation brightening somewhat following Daim's comeback onto the CEP, it isn't surprising that StarBiz decided to front-page this thought in its weekend StarBiz last Saturday.  The most interes...

Bumi Armada Headwinds Tailwinds

Bumi Armada (5210) share price has moved up a little since end of last month. Sluggish though. I pitched it when it was at 52.5 sen, essentially going with the view of CGSCIMB analyst's view. The cause for the collapse in its share price from 70 sen was due solely to the 'shocking' disclosure of the size of the losses. Armada made a huge write...

What Makes My Day

Things like this for example other than see my stocks rise!  and this. Never mind if MoF says maybe we recover 30% of the stolen funds.   

Apple Watch Series 4 A Great Christmas Gift

Buy your parents this for Christmas and make them wear it - nearly all the time. Only pity is non of the telcos support the cellular version here in Malaysia.  This Apple baby is already selling pretty well worldwide since it launch. The 3rd series was already flying off shelves at a run rate close to 8 million per quarter (4Q2017). That is near...

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