Truths Half Truths & Deceptions


DRBHcom Proton's Weak Quarter

Take note of the latest TIV numbers for the first quarter of this year if you are long DRBHcom (1619). There is a push and pull situation as in Proton now vs Geely in the near future. Average monthly units for Proton stood at 4,281 so far this year versus 5,916 per month for the whole of last year or a drop of 28%.  I noticed quite a number of i...

MBSB Seeks Leverage In Affordable Housing

Hmm..... is RM6b in disbursement for affordable home financing a big number for MBSB (1171)?   Based on the outstanding loans under 'Mortgage Loans and property financing' as at the end of last year, RM6b is more than a double over RM4.5b as guided above.  A nice bump. In the grapevine, I hear whispers that the stock is headed North based prim...

Liars Liars Pants On Fire

Most of us know better than to trust politicians wholesale especially when it comes to geo-political narratives. Even then, I must admit that the events unfolding in 2018 have been a bit of an adrenalin rush in cheering on the good guys from the bad. From Salisbury to Syria, what an incredible start to the year.    

GE 14 HSBC's Primer

FY reading pleasure minus all the partisan emotions malaysian.elections_hsbc.1.pdf

Mob Rule At The White House

by Michael Winship  But while we may not be at the extraction point yet, increasingly there are those who think the endgame for this administration is nigh—and indeed, that would be the righteous outcome. I blame Tony Soprano. As entertaining and compelling as the “The Sopranos” was back in the day—and I certainly count myself among its fans—by ...

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