Author Topic: Some tips on picking Malaysian stocks for investing  (Read 419 times)

Offline ALI

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Some tips on picking Malaysian stocks for investing
« on: December 05, 2014, 10:17:21 AM »
Can anyone please help identify the Counters that Mark Mobius hinted ? Please share your toughts, tq !

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Prominent fund manager Mark Mobius in his blog on Investing in Malaysia: The importance of stock picking, he said it was important for investors in Malaysia to be selective, particularly given that valuations had been higher than in some other Asian markets, while at the same time, performance had generally been somewhat disappointing.
 
PETALING JAYA: Prominent fund manager Mark Mobius expects utilities to be one area which could potentially benefit as subsidies are lifted and profitability may improve as a result.

According to his blog, he also likes consumer-oriented companies that can stand to potentially benefit as Malaysia works toward its long-term goal of becoming a high-income country and “as more of its people potentially rise into the ranks of the middle class”.

In his blog on Investing in Malaysia: The importance of stock picking, he said it was important for investors in Malaysia to be selective, particularly given that valuations had been higher than in some other Asian markets, while at the same time, performance had generally been somewhat disappointing.

“One area of focus is smaller companies that we think have potential for growth, but that have been generally overlooked by other investors.”

Mobius said his team recently visited a Malaysian oil services company with operations not only here but also across South-East Asia, Brazil, Australia and Africa.

“Lower oil prices are likely to have a significant impact on its operations, and it looks to us like there will need to be some belt-tightening. Nevertheless, some fields in Malaysia are very low cost, at well below US$50 (RM172.40) per barrel. Therefore, lower oil prices don’t necessarily mean companies in the sector will be unprofitable,” he added.

Mobius also said his team visited an auto distributor which was looking forward to expanding from the distribution of automobiles to the assembly of imported Japanese autos. “Management there is optimistic that the auto market here was expanding and consumers were seeking more up-market brands and models,” he said.

On palm oil, one of Malaysia’s top exports, Mobius said the visit to a palm oil plantation firm revealed that palm oil prices were temporarily under pressure, but from a long-term view, the firm expected demand for palm oil globally to increase.

He said the company was, therefore, replacing older palm oil trees with new, higher-producing palm oil trees as well as expanding its plantation acreage.

Mobius said Malaysia was working toward its long-term goal of becoming a high-income country, and as more of its people potentially rise into the ranks of the middle class.

He said there would be a few bumps that could impact this vision, and some policies would not be particularly popular with the people – including not only removal of subsidies but also the implementation of the goods and services tax planned for April 2015, which replaced Malaysia’s 10% sales tax and 6% service tax with a flat 6% tax across nearly all goods and services at each stage of the supply chain.

“As investors, we have to maintain a long-term view and focus on companies we feel can survive and prosper amid changing conditions, and that fill an interesting niche. We also look for companies that have the potential to serve consumers not only in Malaysia but throughout the region, and even globally.

“Currently, we see Malaysia undergoing a period of transition, as old policies must evolve to meet future goals. I would describe our view of Malaysia today as cautiously optimistic – we are certainly hoping Malaysia succeeds in reaching its ambitious goals, and we plan to be there along the way,” he added.


Offline ALI

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Re: Some tips on picking Malaysian stocks for investing
« Reply #1 on: December 10, 2014, 01:28:13 PM »
Good Tips indeed !

1) Utilities Stocks - TENAGA, TM, AXIATA, etc, all have been Up trending !

2) Consumer Orientated Stocks - Nestle, Dutch Lady, BJFOOD, etc, also Up trending !

3) Some small cap Auto Parts and Downstream O&G Stocks also Trending ?

Offline CurryLee

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Re: Some tips on picking Malaysian stocks for investing
« Reply #2 on: December 10, 2014, 01:30:32 PM »
Mark möbius said he like Africa now...,he see many potential there..... No more sea......
malimalimaliongongongnotongchefbutishua thuatong

Offline christinelee

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Re: Some tips on picking Malaysian stocks for investing
« Reply #3 on: March 15, 2019, 09:04:38 PM »
Dividend investment is one of the best investment strategies that can help in all kind of weather in the stock market. In Bursa Malaysia, the dividend is the key interest for investors. It is the one magnet that attracts all kind of stock traders.
The phenomenon of investing in the company solely on the basis of the dividend is known as Dividend Investing.
There are many things that are necessary to focus before choosing a dividend stock to receive a high dividend as a shareholder.
So here,  sharing the Best 5 tips to pick a dividend stock in Bursa Malaysia
https://mmfsolutions.my/blog/5-best-tips-pick-best-dividend-stocks-~-market/


Offline christine123

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Re: Some tips on picking Malaysian stocks for investing
« Reply #4 on: April 25, 2019, 05:57:36 PM »
Investment in Malaysian Stocks can reap you maximum profit if invested with proper strategies and recommendations. Bursa Malaysia market is growing dynamically, many new companies are getting listed in it.Therefore, it becomes more important to invest cautiously in stocks. Investing in high dividend stock is the best way this year to generate a huge profit in the KLSE market.
Here, I would like to present the best tips for investing in Malaysian Stocks:
https://www.mmfsolutions.my/blog/stock-trading-tips/