Saturday, September 12, 2009

Vietnam Equities - Unit Trust/Closed End Fund

Vietnam is second fastest growing country after China in Asia.

East Asia is booming nowadays. Transition from Developing country to Developed country - Japan, South Korea.

Let's us investigate how this trend actually work out.
South Korea & Japan are very conservative during developing status. To boost up investment, those countries actually open its equity market for foreign with less restriction.

Vietnam & Indonesia - Next BOOM.

I prefer Vietnam :-
1) A lot vietnamese can speak chinese, attract investor/company to build factory in Vietnam
2) strategy - close to China/Japan/Korea.
3) Low labor cost.
4) Joined WTO 2007
5) Aggresive working culture, willing to work hard -similiar to Chinese/Korean/Japanese.

The best way to invest is via Stock. But, a lot restriction for foreigner now. Market not yet open for all.

1) Unit Trust fund - some fund houses actually provide Vietnam Fund. Pls search it.
2) Close end fund - London Stock Exchange - some close end fund /index.


Tuesday, September 8, 2009

OSK Morning News

Positive start. The FBM KLCI started on a positive note, closing 11.65 points higher yesterday at 1190.39. Overall market breadth was positive despite the lower share volume, with finance, utility and gaming related counters leading gains. Genting shares continued to be actively traded, with its share price reaching a 52-week high of RM7.30. The headlines for today are: (i) Malaysia's export sales falling by a less than expected 23% y-o-y in July; (ii) the Naza Group brothers upping their offer for Jetson’s shares to RM1.00 from 75 sen/share, (iii) Idea's creditors approving the merger with Axiata's Spice; and (iv) Maxis gets a RM81m contract from Astro to upgrade its nationwide network infrastructure. Halex’s IPO was also oversubscribed by 4.1 times at the close of offer. Crude oil price traded relatively flat at US$67.

Miners shine as gold rises!!!

US dollar is weakening now !!!

Related Sectors:
Oil & Gas

Please buy those related stocks before too late.

Monday, September 7, 2009

Dr Steven Lee Book

Dr Steven Lee book - on sales
99% discount here.

Second hand Dr Steven Lee book on sales - RM1.00. Please bid. I have one copy.

Bad Rating : Very Bad, Can't learn anything, common concept, boring.
Good Rating : Very Stick, Font Size very Big

HKex, US, Malaysia Stock Investing

Investing in Malaysia stock exchange required more skills to counter those big players like EPF, Amanah Saham Malaysia and etc.

Please keep reading this blog. I will submit some of my research about "SUPER STOCK" in KLCI. Thanks.

Margin of Safety - Risk Adverse Value Investing Strategies for the Thoughtful investor

Ebook - Margin of Safety Risk Adverse Value Investing Strategies for the thoughtful investor
Author : Seth A. Klarman

I personally think this is the greatest value investing book to read. Please kindly contact me if you feel interested on this ebook. is selling this book for USD900 for one copy. This book is no longer published.

Download link

Please kindly email ( me if the link is not working. Thanks!

Invest in Unit Trust Malaysia - OSK-UOB Resource Fund

OSK-UOB Resource Fund - I personally like this fund because manager is actively invest in this fund in order to outperform the benchmark. One of the greatest way is re-allocate the porfolio from equities to cash before panic selling happen, then buy back the share at maximum pessimism. The OSK-UOB Resource Fund's manager did a great job in this crisis.

I personally invest in this fund because of their active investing strategies and always hunt for underlying equities. I invest heavily in this fund, making good return since 2008. I noticed that, the fund manager actually sold out the Wilmar stock before crisis getting worst , then buy back when crisis almost bottom. That's good job !