Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

Industrial production in Malaysia grew 2.7% y-o-y in May 2016 compared to 3.0% y-o-y in April. The slowdown seen in the latest data release comes on the back of relatively stable industrial production growth seen in the January-April period. The main contribution to industrial production came from electricity production and manufacturing, while mining continued to exhibit weakness.Electricity production grew 8.9% y-o-y in May on a 3-month moving average basis compared to 9.1% y-o-y in April…

Industrial production in Malaysia grew 2.7% y-o-y in May 2016 compared to 3.0% y-o-y in April. The slowdown seen in the latest data release comes on the back of relatively stable industrial production growth seen in the January-April period. The main contribution to industrial production came from electricity production and manufacturing, while mining continued to exhibit weakness.Electricity production grew 8.9% y-o-y in May on a 3-month moving average basis compared to 9.1% y-o-y in April…

Malaysia: Bank Negara Malaysia Cuts Rates by 25 Basis Points; Data Reflects Slowing Domestic Demand

Global Special Situations

Charles Nave

Event-Driven

PPB Group appears to be an obvious short at current levels.The parent has remained completely flat despite a 20% fall in the share price of it's associate Wilmar International. &nbsp;This does not stack up and I believe it is only a matter of time until the markets become efficient and we see a collapse&nbsp;in the current 'premium' to NAV.

PPB Group appears to be an obvious short at current levels.The parent has remained completely flat despite a 20% fall in the share price of it's associate Wilmar International. &nbsp;This does not stack up and I believe it is only a matter of time until the markets become efficient and we see a collapse&nbsp;in the current 'premium' to NAV.

PPB Group (PEP MK):   Something's Gotta Give......and Soon

Malaysia

PPB Group Berhad is an investment holding company. The Company operations include grains trading, flour and animal feed milling industry as well as downstream activities including livestock farming, food processing and consumer products distribution with primary focus in Indonesia, Malaysia, China, India and Europe.

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Ppb Group (PEP MK)

Malaysia: Bank Negara Malaysia Cuts Rates by 25 Basis Points; Data Reflects Slowing Domestic Demand

Industrial production in Malaysia grew 2.7% y-o-y in May 2016 compared to 3.0% y-o-y in April. The slowdown seen in the latest data release comes...

Rajan Govil

PPB Group (PEP MK): Something's Gotta Give......and Soon

PPB Group appears to be an obvious short at current levels.The parent has remained completely flat despite a 20% fall in the share price of it's...

Charles Nave

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)