Lowyat.NET: Latest topics by bennyk

iCapital (ICAP, 5108): Closed-end fund in Malaysia

bennyk — Sun, 19 Jan 2025 11:35:58 +0800

The unknown company in Malaysia 🇲🇾 almost has a chance to beat the S&P 500 but runs short. The advantages of a passive investing approach, such as an index fund following a major index like the S&P 500, and the drawbacks of active investing, Investopedia link.

https://bennykhoo99.medium.com/icapital-ica...9de856356f743ee

Intel to spinoff PSG: a detach future? (2023)

bennyk — Thu, 19 Oct 2023 15:14:17 +0800

IPO of PSG allows Intel to unlock the value of its ownership as the new company grows and its stock value should appreciate correspondingly.

https://bennykhoo99.medium.com/intel-to-spi...23-3e9f77cd9527

The future of ICAP 2023

bennyk — Thu, 07 Sep 2023 16:21:25 +0800

The future of ICAP (part 1)

- ICAP app
- Malaysia State Elections
- Chinese economy is about to collapse?
- Property and FD deposit - Property/FD is the safer bet!! 😊
- KLCI and the two peaks in 2014 and 2018
- ICAP performance
- ICAP intro - ICAP CEO is trying to make a pitch 😅
- Berkshire Hathaway right shareholders
- Institutional investors - Share price does not reflect the value
- Do not follow the crowd. No photos and no colors printed
- ICAP what do we invest with cash
- Market Timing (sentiment)
- Long-term latest MACD movement 2023
- Innovative Dividend Policy and hedging

KWSP (EPF) return compared to market

bennyk — Sun, 04 Jun 2023 11:04:11 +0800

KWSP (EPF) return compared to market

Story
Malaysian KWSP was established in 1951 according to the Employees Provident Fund Ordinance when this law became the KWSP Act 1951. The KWSP foundation is legally obligated to provide 2.5% dividends to retirees. The historical event of the Malaysian moment in 1957 popularly known as the Merdeka event commemorates the independence of Malaysia.

Since then KWSP has been paying annual dividends on funds on deposit which have varied over time, depending on investment results. KWSP has been paying dividends depicts the staircase ladder dividend accumulation over time since 1960. I charted the plot based on the assumption that KWSP usually pays dividends in March to income subscribers and retirees while retaining their dividend savings in their KWSP accounts (no withdrawal from your EPF account). I scripted it out here in this chart.

See the article and the chart in the link below: -
KWSP returns

How do we invest like Warren Buffett? sage of Omah

Thu, 01 Jan 1970 07:30:00 +0800

Malaysian Playboy Model Felixia Yeap

Thu, 01 Jan 1970 07:30:00 +0800

How do we invest like Warren Buffett? sage of Omah

bennyk — Sat, 06 May 2023 12:25:02 +0800

DCF analysis by examples based on semiconductor and tech biz (2023)

Intrinsic value in a company, intrinsic value is what is the number that if you were all-knowing about the future and could predict all the cash that the business would give you between now and judgment day discounted at the proper discount rate that number is what the intrinsic value of businesses. In other words, the only reason for making investments and laying out money now is to get more money later on right that’s what investing is all about now.

When you look at a stock when you look at a bond so means united states government very easy to tells you what you’re going to get back on the bond, when you get the interest payments, says when you get the principal so it’s very easy to figure out the value of a bond. It can change tomorrow if interest rates change so the cash flows are printed on the bond. The cash flows aren’t printed on a stock certificate that’s the job of the analyst is to print out changes to that stock certificate which represents an interest in the business and change that into a bond and say this is what I think it’s going to pay out in the future.

When we buy you know some new machine for Shaw to make carpet that’s what we’re thinking about obviously and you all learn that in business school but it’s the same thing for a big business. If you buy Coca-Cola today the company is selling for about 110 to 115 billion dollars in the market the question is if you had 110 or 115 billion you wouldn’t be listening to me but I’d be listening to you instantly. The question is would you lay it out today to get what the Coca-Cola company is going to deliver to you over the next two or three hundred years, the discount rate doesn’t make much difference after as you get further out but that is the question is how much cash they’re going to give you this.

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DCF analysis by examples based on tech and semiconductor

WTS New Macbook Air 13 inch (Latest 2015 model)

bennyk — Thu, 16 Apr 2015 10:59:19 +0800

Read MacBook Air reviews here: -

http://arstechnica.com/gadgets/2013/11/how...na-macbook-pro/

Still offer good values and great portability.

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Item(s): Latest 2015 MacBook Air 13.3"/1.6GHz/4GB/128GB

Price: MYR 3200

Warranty: 10 months (2 months has elapsed bought in late March)

Dealing method: COD in Penang

Location of seller: Penang

Contact method/details: PM

Age of item: Brand new unopened in its original packaging see picture.

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Item(s) conditions: Brand new unit.

Picture:

Reason for sale: Trading.