Astro Malaysia: Digital Pivot or Declining Giant?
Value Investing Case Study 100-1: A fundamental analysis of Astro to assess whether there is any value left as it pivots from Pay-TV king to digital underdog.
Posts
Systech: Attractive Vision, Elusive Value
Value Investing Case Study 99-1: A fundamental analysis to assess whether Systech can turn its strategy into shareholder value. While Systech is a great story, there is no margin of safety.
Is G3 Global an investment opportunity?
Value Investing Case Study 98-1: A fundamental analysis to assess whether G3 Global’s AI pivot will lead to sustainable profits.
Betting on Malaysia’s Big Build: Is Muhibbah or SunCon the Smarter Play?
Case Notes 46: In this article, I examine how 2 Bursa construction companies have evolved to meet the changing market environment.
Before You Buy Another Chip Stock on Bursa, Read This…
Case Notes 45: In this article, I examine how the Bursa semiconductor sector has performed over the past decade and provide an overview of several key players. I aim to uncover the real story behind the boom - and occasional bust - experienced by these companies.