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Insights & Analysis

Investing writings and analysis on Malaysia's public listed companies — stories, research, and market commentary for long-term investors.

  • Jul 23, 2026

    Public Bank and Public Mutual

  • Jul 20, 2026

    Price of certainty

  • Jul 18, 2026

    That Malaysian AI company

  • Jul 15, 2026

    How to own the company you work for

  • Jul 13, 2026

    Cut the losses

  • Jul 8, 2026

    Pecca

  • Jul 8, 2026

    Kellington Group Berhad

  • Jul 6, 2026

    That bakery from Johor

  • Jul 3, 2026

    The Woman Behind the Switchboards

  • Jul 1, 2026

    ASEAN expansion

  • Jun 29, 2026

    Surfing the wave

  • Jun 26, 2026

    Becoming champion

  • Jun 24, 2026

    Sayonara, Ajinomoto

  • Jun 22, 2026

    Last man standing

  • Jun 19, 2026

    Alliance Bank and Account Opening

  • Jun 17, 2026

    Alliance Bank and 99 Speedmart

  • May 28, 2026

    Inari

  • May 20, 2026

    BMQ50 leaderboard for Calendar Quarter 4, 2025

  • May 6, 2026

    Cloudpoint

  • May 4, 2026

    Perdana

  • Apr 30, 2026

    Dayang

  • Mar 25, 2026

    Padini succession

  • Mar 24, 2026

    Padini

  • Mar 17, 2026

    The PNB Portfolio conundrum

  • Mar 5, 2026

    Odysseus

  • Mar 4, 2026

    Going somewhere

  • Mar 3, 2026

    Why I invest in banking stocks?

  • Feb 27, 2026

    Why I built this?

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