tag:blogger.com,1999:blog-6833372664905554734.post1910066751351044722..comments2024-03-23T03:41:27.086+08:00Comments on Corporate Governance in Malaysia: YTL Cement, Padini, Maybulk, China Sky/SGXM.A. Windhttp://www.blogger.com/profile/16833927103193297126noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-6833372664905554734.post-29760139342837832052012-03-05T16:54:52.917+08:002012-03-05T16:54:52.917+08:00Thanks for the information, interesting developmen...Thanks for the information, interesting developments.M.A. Windhttps://www.blogger.com/profile/16833927103193297126noreply@blogger.comtag:blogger.com,1999:blog-6833372664905554734.post-32822011696987768052012-03-05T16:27:38.329+08:002012-03-05T16:27:38.329+08:00In a joint statement last week, the Monetary Autho...In a joint statement last week, the Monetary Authority of Singapore (MAS) and the Singapore Police Force said MAS had received a report from SGX on 'potential breaches of the Securities and Futures Act, Cap. 289 (SFA)' by China Sky and its directors.<br /><br />The S-chip company, in a statement yesterday, said it is not aware of any such investigation and that it has requested SGX for more information.<br /><br />But SGX declined to furnish the information on the basis that the matter is now under investigation, China Sky said.structured settlement cashhttp://www.settlement-cash-structured-for-flow.com/noreply@blogger.comtag:blogger.com,1999:blog-6833372664905554734.post-79037984463196000822012-02-29T19:06:58.107+08:002012-02-29T19:06:58.107+08:00SPG = Stock Performance Guide, halfyearly book ful...SPG = Stock Performance Guide, halfyearly book full with most of the 1,000 listed companies, very simple format, 1 page per company, ideal for rough filtering and ideas.M.A. Windhttps://www.blogger.com/profile/16833927103193297126noreply@blogger.comtag:blogger.com,1999:blog-6833372664905554734.post-15084075493507013882012-02-29T18:22:16.541+08:002012-02-29T18:22:16.541+08:00SPG? Please enlighten on that acronym.SPG? Please enlighten on that acronym.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6833372664905554734.post-9430974791209703982012-02-29T18:13:47.171+08:002012-02-29T18:13:47.171+08:00Until a few years ago I subscribed to iCapital and...Until a few years ago I subscribed to iCapital and Dynaquest (SPG is an easy way to quickly go through the whole Malaysian stock universe). I subscribed to The Edge and anything else I could find in English. Now mostly all free websites, by far most important BM announcements site (which is good!) and further The Edge, The Star and NST. I am getting from time to time tips regarding undervalued stocks from a very good fundmanager I know a long time already and I follow some other good fundmanagers (some I mentioned already in the blog), the top holdings that they have to announce.M.A. Windhttps://www.blogger.com/profile/16833927103193297126noreply@blogger.comtag:blogger.com,1999:blog-6833372664905554734.post-81239957382648304282012-02-29T16:59:34.204+08:002012-02-29T16:59:34.204+08:00Hi Mr Wind, I'm wondering how do you screen yo...Hi Mr Wind, I'm wondering how do you screen your stocks? Any stock screener for Bursa? And where do you get your stock universe in bursa? Bloomberg terminal? Reuters tele?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6833372664905554734.post-15444776538768016622012-02-29T08:37:25.743+08:002012-02-29T08:37:25.743+08:00I don't think anything fishy is going on. They...I don't think anything fishy is going on. They have had ways to clear inventory in the past (wharehouse sales etc), but the current inventory is indeed large, even adjusting for increased sales. Investors need more detail about the inventory, are these fashionable items (bad) or or are they "timeless" (ok)? What actions does the management take to reduce the inventory and how long will that take?M.A. Windhttps://www.blogger.com/profile/16833927103193297126noreply@blogger.comtag:blogger.com,1999:blog-6833372664905554734.post-85969911548175637032012-02-29T08:15:00.324+08:002012-02-29T08:15:00.324+08:00Hey Mr Wind may I ask you a question? Do you feel ...Hey Mr Wind may I ask you a question? Do you feel fishy that Padini are cooking their book or you feel their high inventory level is unjustifiable and will hurt their business in long run?lmenwenoreply@blogger.com