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Power up on Electricity Generating Public Company Ltd.(EGCO:TH; EYGPF:OTC US)

By Marc Djandji, CFA The Electricity Generating Public Company Ltd.(EGCO:TH; EYGPF:OTC US) is the first independent power producer in Thailand registered on May 12, 1992 by the Electricity Generating Authority of Thailand (“EGAT”). The incorporation was part of the Thai government’s privatisation initiatives to allow private sector involvement in the development of power projects, and generating electricity ...

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Manila Water Co. Inc. (MWC:PM; MWTCY:OTC US) quenching investors’ thirst for growth

By Marc Djandji, CFA Manila Water Co.(MWC:PM; MWTCY:OTC US) is a full service water utility company based in the Philippines. On October 9, 2013, according to the Business section of The Philippines Daily Inquirer news article, “Manila Water expands Vietnam presence”, (http://business.inquirer.net/146635/manila-water-expands-vietnam-presence), the Company, through its parent company, The Ayala Group has exp ...

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Bukit Asam

PT Bukit Asam (Persero) Tbk (PTBA) is an Indonesia-based coal mining company. Its scope of operation includes general surveying, exploration, excavation and processing; the Company also engagesin coal briquette production and has three production units located in Tanjung Enim, Gresik and Natar.        In addition, PTBA offers logistical, support and consulting services related to the coal mining industry. P ...

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Indonesia travel taking off, it is open skies for Garuda Indonesia (PSEOY:OTC US)

By Marc Djandji, CFA A. COMPANY INTRODUCTION: Garuda, background Garuda Indonesia (GIAA:IJ; PSEOY:OTC US; YGD:GR) is the national flag carrier of Indonesia, with the largest seat capacity among Indonesia’s premium carriers. GIAAis the only listed play in Indonesia's air travel market. After being state-owned for more than half a century, Garuda recently made attempts to modernise and move into the ranks of ...

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DRB-HICOM: Synergies poised to kick-in

By Marc Djandji, CFA The Malaysian economy proved resilient to the global recession and has witnessed strong growth in the last couple of years. For 2013, it’s expected to again witness a growth rate of ~5% driven largely by strong domestic demand. DRB-Hicom (1619.KL) has several catalysts in place to propel it to further growth while providing diversification and reach into various growing sectors of the e ...

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IJM Land Offers Robust Growth at Undemanding Valuation

By Marc Djandji, CFA The Malaysian property market has witnessed robust growth across subsectors on the back of strong economic growth, competitive interest rates, credit availability, government supportive policies, and foreign influx. Long term prospects for real estate seems compelling and growth is expected to continue, driven largely by factors that include the projects under ETP (Economic Transformati ...

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Johore Tin Worth a Second Look

Malaysian tin can and container industry has been confronting challenges like volatile raw material prices, scarce raw materials, heavy domestic competition and substitution threats. Further looking at overall growth rates, the tin can industry has attained maturity and saturation. Thanks to its 2011 acquisition of Able Dairies Bhd, Johore Tin Berhad (7167.MK) has moved closer to the F&B market, than th ...

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Improving Trends With Short Term Headwinds Could Provide Good Entry Points For Long-Term Value

By Marc Djandji, CFA Venetian bankers began to trade in government securities in the 14th century. Bankers in Pisa, Verona, Genoa, and Florence followed suite. The Dutch East India Company began a sustained trade in company stock in Amsterdam. Within a few centuries, stock markets began popular in nations such as the United States, United Kingdom, Canada, China, and Malaysia. And that is where Bursa Malaysi ...

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Kossan Rubber: Valuation Gap to Narrow with Regional Expansion

By Marc Djandji, CFA Rubber is very important in today’s world. Tires and tubes are the largest consumers of rubber. The remaining are taken up by the general rubber goods sector, which includes all products except tires and tubes. It is used in the manufacture of doors and window profiles, hoses, belts, matting, flooring, and dampeners. Gloves are also large consumers of rubber, although the type of rubber ...

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Buoyant domestic demand and Singapore expansion drive growth

By Marc Djandji, CFA Jollibee Food Corporation (PSE: JFC; US OTC: JBFCF) is a quick service restaurant (QSR) food chain that owns, franchises and manages a network of fast food restaurants. JFC’s flagship brand is Jollibee, dominates the fast-food hamburger market in the Philippines, with a 39% market share, outpacing main rival McDonald’s 15%. Its story of a local startup able to defeat a Goliath internati ...

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