Horizon.my

It’s high yielding, way cheaper than valuation and thrives in a low interest rate environment.
The humble REIT (or Real Estate Investment Trust) has come a long way in Malaysia over the last four years.
Since the listing of Axis REIT in August 2005, the market cap of Bursa Malaysia REITs has reached RM4.1 billion as of [...]

I was reading an article about Public Bank in TheStar on Tuesday. It was titled “OSK: Selldown in Public Bank overdone”.
As I write this post PBBANK is trading at RM7.55, up around 50-60 sen from its recent low.
Is the sell down really overdone?
PBBANK has always traded at a premium to its peers. It trades at [...]

We just had a round of quarterly reporting on Bursa Malaysia recently.
And one message came out loudly.
Everywhere you turn, companies are saying that we are in uncertain times. It’s hard to know what earnings will look like over the next two years.
It is times like this that makes us appreciate companies which are boring and [...]

In case you’re wondering why Bursa Malaysia is so strong despite the Dow making fresh lows each day, HLeBroking’s newsletter today provides a good glimpse of the scenario.
Construction and Plantation Sector
These two sectors are holding up the KLCI. Construction Stocks have been in an uptrend of late as traders buy up construction stocks in anticipation [...]

How to Tell Bad News and Make your Share Price Go Up… maybe this is a better title for this article.
I am talking about the 13-Feb Profit Announcement by AMMB Holdings Berhad, Malaysia’s fifth largest banking group by total assets.
In that Announcement, it was obvious that the bank is increasingly negative about the Malaysia economy and [...]

As an investor, you want to make sure that your company is not paying obscene salaries to the top execs. We’ve seen what happened at the US investment banks such as Lehmans and Merrill Lynch. Since I’ve got some bank shares, I was a little curious about what our top banking executives earn here in [...]

Here are the key highlights for Malaysia’s banking sector in December 08 based on figures published by Bank Negara.
1. Loan growth of 12.8% year-on-year, driven by business and mortgage loans. This is as the strongest showing since 1998.
2. Industry NPL ratio stood at 4.1% (down from 5.6% last year). NPL is now at its lowest [...]

I am pleased to advise that we have just added the following companies in our Bursa Malaysia company database:
DRB-Hicom Berhad – Conglomerate with operations in automotice assembly/distribution, property and infrastructure development
LPI Capital Berhad – Leading general insurance group in Malaysia and a subsidiary of Public Bank Berhad
IJM Plantations Berhad – Niche oil palm group with [...]