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我又打卡一家槟城知名度很高的上市公司啦 😄今天参加了 NATIONGATE 第五届股东大会，趁机出来走走、见见朋友，也顺便听听管理层的分享，慢慢累积经验 ✨WY, StockaholicsGrowth • through • Sharing
28/05/2026

我又打卡一家槟城知名度很高的上市公司啦 😄

今天参加了 NATIONGATE 第五届股东大会，
趁机出来走走、见见朋友，
也顺便听听管理层的分享，慢慢累积经验 ✨

WY, Stockaholics
Growth • through • Sharing

今天出席了 Greatech Technology Berhad 第 8 届股东大会（AGM）。管理层分享了公司业务扩展、自动化需求以及未来增长方向等最新进展。现场股东出席踊跃，交流气氛良好。📈在场出席的朋友们都知道他们大会规定不能拍照，所...
26/05/2026

今天出席了 Greatech Technology Berhad 第 8 届股东大会（AGM）。

管理层分享了公司业务扩展、自动化需求以及未来增长方向等最新进展。现场股东出席踊跃，交流气氛良好。📈

在场出席的朋友们都知道他们大会规定不能拍照，所以这两张照片是我最大收获啦 🤭

WY, Stockaholics
Growth • through • Sharing

大家好！我来冒个泡 🫧一年一度“刷脸”的时间又到了 ☺️再次把大家熟悉的这两张脸刷上来～相信群组里的各位，不需要我多做介绍或提示，应该都知道站在我身边的这位先生，是槟城数一数二科技公司的老板 😎而这家公司举办的年度会议，也是我每年都会准时出...
20/05/2026

大家好！我来冒个泡 🫧

一年一度“刷脸”的时间又到了 ☺️
再次把大家熟悉的这两张脸刷上来～

相信群组里的各位，不需要我多做介绍或提示，应该都知道站在我身边的这位先生，是槟城数一数二科技公司的老板 😎

而这家公司举办的年度会议，也是我每年都会准时出席、绝不缺席的重要活动之一。✨

WY, Stockaholics
Growth • through • Sharing

年度打卡 📍【PENTA 週年股东大会】 今年没有什么特别的事情分享管理层都已经把股东们该知道的都写在他们的报告里，所以想知道的股友们可以自己去看看 😬😬这次就是去看看新工厂，管理层还安排了出席股东大会的人可以一起参加工厂tour。参观完了...
23/05/2025

年度打卡 📍
【PENTA 週年股东大会】

今年没有什么特别的事情分享
管理层都已经把股东们该知道的都写在他们的报告里，所以想知道的股友们可以自己去看看 😬😬

这次就是去看看新工厂，管理层还安排了出席股东大会的人可以一起参加工厂tour。

参观完了就和老板聊几句就结束了我这次今年的出席率 😎

*公司有安排自助餐给股东们吃哦*

WY, Stockaholics
Growth • through • Sharing

UWC 周年股东大会☑️ 公司增在迅速发展中，2025年的4月份和12月份会分别完成其工厂。☑️ 2025年的orderbook有70%的收入将来自半导体（SEMICON）业务，其余30%将来自其他业务领域。☑️ 公司预计今年的营业额会比去...
06/01/2025

UWC 周年股东大会

☑️ 公司增在迅速发展中，2025年的4月份和12月份会分别完成其工厂。
☑️ 2025年的orderbook有70%的收入将来自半导体（SEMICON）业务，其余30%将来自其他业务领域。
☑️ 公司预计今年的营业额会比去年好，基于目前手上的orderbook比去年同期好20%。
☑️ 管理层表示他们有把业务拓展至欧洲市场，以降低与美国市场相关的风险。
☑️ 新建的CLEANROOM厂有17千SQFT用于生产 Class 10K 相关产品； 而7300SQFT 用于生产Class 100 相关产品。
☑️ 目前的工厂utlization rate 是在于65%，管理层表示下半年的utlization rate 将会比目前好。

Stockaholics
Growth • through • Sharing

📈 Top Quality Growth StocksClick the LinkinBio for moreAs always, we can grow our wealth, one investment at a time, by f...
17/12/2024

📈 Top Quality Growth Stocks

Click the LinkinBio for more

As always, we can grow our wealth, one investment at a time, by following these 3 key principles:
💰 focus on high-quality businesses
🔄 invest regularly, &
🌍 build a diversified portfolio
DOUBLE TAP & FOLLOW & .intl for more ☺️☺️
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📈 A Blueprint for Lasting Wealth: Investor ABThe Wallenberg Family🏘️ A well-known Swedish family with significant influe...
01/09/2024

📈 A Blueprint for Lasting Wealth: Investor AB

The Wallenberg Family
🏘️ A well-known Swedish family with significant influence in banking, industrials & politics.
🏘️ The family’s impact on Sweden’s industrial and financial sectors began with the founding of Stockholms Enskilda Bank in 1856, now the 2nd-largest bank in the Nordics.
🏘️ The Wallenberg business empire & been built and sustained over 5 generations.
🏘️ Worth €250 billion, according to the Financial Times.

Investor AB
📈 Founded in Stockholm in 1916 as the family’s investment arm, following new Swedish laws that restricted banks from holding shares in industrial companies.
📈 Today, Investor is an engaged owner of high-quality international companies & is the largest listed stock in Sweden in terms of market capitalization.

Since its IPO in 1919, Investor has generated a CAGR of 12.5%.
• 5-year annualized return: 24.7%
• 10-year annualized return: 19.8%
• Annualized return since 1998: 13.7%

Investor’s investments are divided into 3 business areas:
• Listed companies (69%) - own significant minority stakes in listed companies & are typically the largest shareholder.
• Patricia Industries (21%) - invest in & develop wholly-owned companies with long-term growth potential.
• Investments in EQT (10%) - investments in EQT AB & EQT Funds.

Top holdings (Share of adjusted assets):
• Atlas Copco (17%) - First holding dates back to 1856, remains the largest shareholder
• ABB (14%) - Since the 1920s
• EQT (10%) - Since the company’s founding in 1994
• Mölnlycke Health Care (9%) - Since 2007
• AstraZeneca (8%) - Since 2005
• SEB (8%) - Since 1856

Is it possible to invest like Investor AB?
🙇🏻 We can directly invest in Investor’s share listed on the Stockholm Stock Exchange in Sweden.

🙇🏻 While everyday investors may not have the capacity to be engaged owners or develop wholly-owned companies, the concept of investing in a group of high-quality international companies remains relevant.

Lessons for Investors:
✔️ Focus on quality
✔️ Invest for the long term
✔️ Diversification
✔️ Don’t Be Afraid to Invest; Be Afraid of Not Investing

Click the for more

📈 A Blueprint for Lasting WealthIn the 1960s, Norway discovered oil, transforming from a small fishing nation into a maj...
24/08/2024

📈 A Blueprint for Lasting Wealth

In the 1960s, Norway discovered oil, transforming from a small fishing nation into a major oil & gas producer.

Recognizing the finite nature of oil reserves, instead of spending all the oil revenue, Norway established the Government Pension Fund Global (GPFG) in 1990 to:
• Invest this wealth for future generations
• Shield its economy from oil price fluctuations
• Invest abroad to avoid overheating its economy
• & spread investments globally to diversify risk.

Fast forward to today, the fund is:
• The world’s largest sovereign wealth fund, valued at ~$1.7 trillion.
• Holds shares in about 9,000 companies worldwide, owning an average of 1.5% of each.
• Invested in global stocks (72%), fixed income (26.2%), real estate (1.7%), & renewable energy (0.1%).
• Generated an annual return of 6.30% since Jan-1998.
• Now worth over $307,000 per citizen.
• Spends only the equivalent of the real return, estimated to be around 3% per year, which still covers nearly 20% of the national budget.

🧐 Can we invest like the GPFG?

While we can’t exactly replicate the scale & scope of the GPFG, investing in ETFs with low expense ratios could be a practical way for us to mimic its diversified, long-term approach. For eg:

• Vanguard Total World Stock Index Fund ETF (VT) & iShares MSCI ACWI ETF (ACWI) provide global stock market exposure in a single fund.
• Vanguard Total World Bond ETF (BNDW) offers broad, diversified exposure to global investment-grade bonds.

A quick test using PortfolioVisualizer with 70% in global stocks & 30% in global bonds from January 1998 to July 2024 shows the following results:

• Annualized return: 6.85%
• 5-year annualized return: 7.81%
• 10-year annualized return: 6.81%

📖 Lessons for Investors:

✔️ Rather than spending all our income or depending solely on it, investing our savings globally like the GPFG can help us grow our wealth & diversify risk.
✔️ Maintaining a long-term perspective, discipline, & staying invested regardless of economic or market conditions will not only help us weather short-term fluctuations but also prevent interruptions in the compounding process.

Hedge Funds That Only Invest in the Best 🌍When we think of hedge funds, we often picture sophisticated strategies like l...
19/08/2024

Hedge Funds That Only Invest in the Best 🌍

When we think of hedge funds, we often picture sophisticated strategies like long-short, arbitrage or high-frequency trading. But some hedge funds take a simpler approach—focusing on long-only, concentrated investments in high-quality companies.

🖥️Chris Hohn - TCI Fund Management
📈 18% pa since 2003, 2x the S&P 500’s performance
🗡️ Concentrated, long-only portfolio in monopoly companies with strong moats & high barriers to entry

🖥️ AKO Capital
📈 More than double the market’s return since 2005
🗡️ Quality Investing

🖥️ AltaRock Partners
📈 Outperformed the S&P 500 by over 5% annually since 2002
🗡️ Wide-moat investing

🖥️ Dev Kantesaria - Valley Forge Capital Management
📈 15% pa since 2007
🗡️ Monopolies & oligopolies with strong pricing power, operating leverage, scalability with minimal capital spending, and predictable earnings

While it’s important to generate our own ideas, it can be helpful, especially for beginners, to borrow ideas from the world’s best fund managers with solid track records & low turnover (which are easier to follow) for further research & to learn from their investment philosophies & strategies.

As always, we can grow our wealth, one investment at a time, by following these 3 key principles:
💰 focus on high-quality businesses
🔄 invest regularly, &
🌍 build a diversified portfolio

PENTA 周年股东大会☑️ 截止今年的第一季度，公司的outstanding order book 是 RM400mil。 （这个数字会随着时间而有所变动）管理层以业务分析- Medical 45%- ⁠Automotive 30%- ⁠...
07/06/2024

PENTA 周年股东大会

☑️ 截止今年的第一季度，公司的outstanding order book 是 RM400mil。 （这个数字会随着时间而有所变动）管理层以业务分析
- Medical 45%
- ⁠Automotive 30%
- ⁠Semiconductor 11%
- ⁠Electro-optical 9%
- ⁠Consumer and Industrial Product 5%

☑️ 第一和第二个工厂的生产率是多于100%，所以管理层将把FAS的生产线搬去新建好的第三个工厂，好让生产可以达到最好的效益。

☑️ 第三个工厂已完工，将在7月开始运行；而医疗业务因为搬迁而被迫从新申请执照，业务将会在8月才投入生产，估计是明年才能看到可观收益。

☑️ 管理层希望在未来三年里将公司的业务保持在二位数增长。同时也表示今年的业务是稍微平淡的。

☑️ 管理层表示目前公司拥有900多名员工，有600多名员工是工程师，每个工程师平均可生产约RM1.2mil 的营业额。 （听说员工福利不错哦）

☑️ 管理层有信心2025年的业务将会比今年好。

WY, Stockaholics
Growth • through • Sharing

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