Hong Chew Eu's comment on SIME. All Comments

Hong Chew Eu
3 Like · Reply
This is one of the KLCI component companies. If you invest in such companies, then you should benchmark your returns with the KLCI. I am of the view that to gauge your investing success, you should benchmark against the index of the stock exchange your stocks are listed. To provide a reference, I have compile the index returns for the top 10 stock exchanges around the world. My analysis showed that even with 20 years investment horizon, some of the index returns were negative. For details refer to https://www.i4value.asia/2020/09/baby-steps-into-investment-universe.html#more
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Mahendran Arumugam
means good long term counter for investment?
1 Like · 1 year · translate
Hong Chew Eu
I did not carry out a detail analysis for Sime Prop so I cannot answer you. But I have detailed analysis of other counters such as MKH, Glomac, Crescendo and Plenitude. If you want to see them go to my blog at https://www.i4value.asia/
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1 Like · 1 year · translate
Mahendran Arumugam
ok noted on tat and do u have any info about IOI?
1 Like · 1 year · translate
Hong Chew Eu
Sorry, I have not looked into IOI. Years ago, I had work in the JV where Tan Sri Lee was my chairman. As such I am confident that this is a good company from a fundamental perspective. Now whether this is a good investment (ie enable you to make money) is another question. You have to look at the valuation for this.
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2 Like · 1 year · translate