Introduction

This blog is to share about my investment ideas, fundamental analysis, accounting and investment knowledge to those who have the same interest and passion on the value investing. On the other hand, it's also hoped for recognising more people, perhaps can group/team up to discuss/analyse stocks together so as to exchange each other knowledge and information.

Are you ready?

How to generate Investment Ideas

There are many ways you can generate investment ideas, some qualitative, some quantitative. Perhaps you can start by looking around to come out the ideas, for example when dropping by the shopping mall that we can see a lot of products or services that are manufactured or provided by the listed companies in KLSE.

Take the bookstore for example. While stepping in the bookstore (e.g. Popular, MPH, Borders, etc.), I believe that the following item sounds familiar to all of you  and a lot get used to it as well, don't you?

The brand ABBA, is one of the products manufactured by Asia File Corporation Berhad -- A manufacturer of world-class standard, Asia File’s presence transcended across the globe in more than 80 countries with sales offices set up in Germany, United Kingdom, United States, Middle East and Singapore. Locally, Asia File remains as No. 1 files manufacturer in Malaysia with a comprehensive distribution network of more than 650 retailers and office suppliers.

Surprisingly, Asia File's operating segment in Malaysia just accounts for 8.73% in FY2015 as compared to 10.52% in FY2014. Perhaps a lot of you would overlook Asia File as you may suppose it as just a lousy player in the stationery industry if not getting through its annual reports. Basically Asia File does not really depend on the Malaysian market but instead, generating income from overseas, i.e. Europe 78.16% in FY2015 (FY14: 75.93%), US 6.08% (FY14: 6.77%) and others 7.04% (FY14: 6.78%). Don't you get shocked?

However, when we have curiosity on something then we need to spend some time to dig into it by reading its annual reports. So far, do you learn how to generate your own investment ideas? Take one more example, I assume all of you have been Midvalley and The Gardens before. Then do you know how much rental income that IGBREIT (owns Midvalley and The Gardens) can generate per annum? RM461,768,000 for FY2014 -- RM461.77 million!!! Not much? Don't you get stunned again?

Should you feel excited or curious on it, then do not hesitate to download a copy of its annual report through http://www.bursamalaysia.com/market/ to take a look at its financial highlights.

"Learning is a never ending journey."