GE13, GE14, GE15: what actually happened to Bursa stocks around election cycles. Markets reward continuity and punish uncertainty, but durable compounders usually still win.
Malaysia’s largest homegrown air fragrance brand with 13% market share. IPO proceeds fully deployed, revenue up 45%. But at RM70m market cap, can this niche business really compound?
Pecca Group makes the seat covers inside your Perodua, Proton and Toyota. OEM dominance, strong cash flow, and net cash. But can the next generation execute?
Petronas Dagangan is not just a pump price stock. Three earnings engines — retail, commercial, and convenience — tell a different story from the headline oil price narrative.
RM1 billion a month in revenue. 3,000+ stores. ROE above 30%. But PE has expanded from ~27x at IPO to 54x today. What justifies the premium?
Malaysia’s largest IPO in nine years prices at 36x EV/EBITDA — more than double IHH and KPJ. Revenue nearly doubled in two years. Compounder or growth already priced in?
The rise and fall of GDEX and Nationwide reveals why market structure must come before stock picking. Here's what retail investors missed.
70% illiquid, 10 compounders, 9 deep value, 30 diluters, 13 landmines. The investable core of Bursa is far narrower than most assume.
8 deals announced, 6 completed, ~RM90M deployed. Record profits. But EPS tells a different story — can earnings outrun dilution?
Largest reach among peers, 31% net margin, a board that includes Bryan Loo and Rachel Lau — and they’re still only at 1% market share.