Small Caps Robust in China

When small caps run, in comparison to large caps, thats a sign that too much liquidity is swishing in the system. Large caps are generally under the purview of institutional funds. In very much the same way, small caps have been robust in the US, and back home in Malaysia, the run in small caps have been more than generous over the past 18 months. Liquidity in private hands tend to move between property and stocks. In Malaysia and China, there has been a flattening out of the property markets, hence it is only natural...

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Interesting Oil & Gas RTO in Ideal Jacobs

Not all oil & gas RTO are equal, we know of the huge surge in Barakah, and the moderate gains in PDZ. Barakah had a fantastic run because of the people behind the company coming in and the new projects which they won. PDZ was slower because the buyer was not as "strongly connected" and the fact that there is still a huge number of outstanding shares of PDZ out in the open.PDZ new owner bought a controlling stake but has yet to announce any asset...

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Need to Get to "No Par Value" Regime

I was very excited for the entire market when news filtered out that SC/Bursa was close to adopting the no par value regime. However, till now, there has not been a date set, no more rumblings of changes or amendments to corporate laws which are needed to push through the changes. What is holding them back? I do not see any LOGICAL reason for staying on par value regime. It boggles the mind.What is par value, it is the minimum paid up...

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Oldtown: Large funds are for easy to be understood companies

Usually large funds may seem to be going after difficult companies - in actual fact, they are not. Fidelity made large investments into Jobstreet only to reduce its holdings upon announcement of the sale to Seek.com. Just announced, Oldtown is invested by Franklin, a fund managed under Franklin Templeton (one of the largest funds in US). Oldtown may seem to be complex but in actual fact it is a very easy to be understood company. It is one...

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