This article first appeared in Investips.my Blog & Facebook, on February 24, 2020.


This article first appeared in Investips.my Blog & Facebook, on February 15, 2020.

Thong Guan有两大业务1) plastic products和2) food, beverage and others consumable product.

多于90%收入来自于plastic products。 Thong Guan 主要生产的plastic products 是stretch films (拉伸膜) ,垃圾袋,Industrial bags (工业袋) 和PVC food wraps (PVC食品包装) 。


This article first appeared in Investips.my Blog & Facebook, on January 2, 2020.


This article first appeared in Investips.my Blog & Facebook, on November 27, 2019.

阿笔曾在大约两年多前(18/1/2017)有讨论到油棕股,大家可以参考之前的视频里所讲的方法去研究棕油业务的公司 http://bit.ly/investips001


This article first appeared in Investips.my Blog & Facebook, on November 25, 2019.


This article first appeared in Investips.my Blog & Facebook, on August 2, 2019.

 

阿笔曾在大约两年多前(16/1/2017),分享过oceancash。


This article first appeared in Investips.my Blog & Facebook, on May 21, 2019.

 

广宇工业(PIE)主要业务为

  1. Electronic manufacturing service, EMS也就是电子生产代工
  2. 生产和组装 cables and wires

 

广宇工业的大股东是鸿海集团(Hon Hai)也称富士康(Foxconn),全球最大EMS业者。

所以,广宇工业通过此大股东,得到技术与购买原料价(成本)优势。

 


This article first appeared in Investips.my Blog & Facebook, on Mac 11, 2019.

 

ELK-Desa主要业务为二手车贷款,主打小额贷款,贷款金额介于2万至3万5000令吉,利息高达10%,相比普通银行的利息为5-7%。

 

该公司业务以巴生河流域(klang valley)为主,因如果客户无法还钱,就要拖走汽车。所以,贷款业务如拓展至外州,将会提高拖车费用。

 


This article first appeared in Investips.my Blog & Facebook, on December 3, 2018.

 

战争是人类为了一定的政治、经济目的而进行的斗争。战争自出现以来就给人类带来了严重的灾难,给人类的生命和财产造成重大损失。贸易战应也是一种变象战争,因如果人类使用目前所拥有的核子和生物武器等进行武装斗争,将可导致地球永久性伤害。

 


This article first appeared in Investips.my Blog & Facebook, on Aug 27, 2018.

 

之前于December 12, 2017年,阿笔曾分享过muda。


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