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tze cheng lim - What I Learnt as an Analyst: Sharing of Experience in Investment and Analysis

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tze cheng lim What I Learnt as an Analyst: Sharing of Experience in Investment and Analysis
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What I Learnt as an Analyst: Sharing of Experience in Investment and Analysis: summary, description and annotation

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Citing personal experiences as an analyst and fund manager, What I Learnt as an Analyst does not aim to glorify successes or condemn failures, but to equip both novice and experienced readers with the right tools to succeed in their chosen financial path.

Part I: Unit Trusts as an Investment is intended for individuals who want to invest in the stock market but dont have the interest or resources to analyze individual companies. For them, the most viable way is through investments in unit trusts. Part I will guide investors on the ins and outs of investing using this method.

Part II: Shares as an Investment is meant for individuals who wish to invest directly into the stock market. Rather than jumping in blindly, it aims to equip individual investors with a basic understanding of financial statements, financial ratios, basic valuation methodologies, and other aspects of analysis to consider when analyzing a company.

In addition to promoting and spreading financial literacy among society, the book will benefit the Kriyalakshmi Mandir Shree Sai Gurukul Charitable Society (KMSSG), a Non-Profit Organisation registered with the Registrar of Society of Malaysia, through proceeds earned by its sale.

All KMSSG activities are posted on its official Facebook page at KMSSG Charitable Society.

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tze cheng lim - What I Learnt as an Analyst: Sharing of Experience in Investment and Analysis
What I Learnt as an Analyst: Sharing of Experience in Investment and Analysis
tze cheng lim
What I Learnt as an Analyst: Sharing of Experience in Investment and Analysis

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What I Learnt as an Analyst Sharing of Experience in Investment and Analysis - photo 1
What I Learnt as an Analyst Sharing of Experience in Investment and Analysis - photo 2
What I Learnt as an Analyst Sharing of Experience in Investment and Analysis - photo 3
What I Learnt as an Analyst Sharing of Experience in Investment and Analysis - photo 4
CHAPTER 1 WHAT IS UNIT TRUST Unit trust i - photo 5
CHAPTER 1 WHAT IS UNIT TRUST Unit trust is actually one type of Collective - photo 6
CHAPTER 1 WHAT IS UNIT TRUST Unit trust is actually one type of Collective - photo 7
CHAPTER 1 WHAT IS UNIT TRUST Unit trust is actually one type of Collective - photo 8
CHAPTER 1:
WHAT IS UNIT TRUST?
Unit trust is actually one type of Collective Investment Scheme (CIS). CIS is a concept where a group of investors pool their money together in order to take advantage of having a bigger pool of money to invest. If you have RM100 available to invest, you cant buy much. But if 100,000 people each chip in RM100 into a pool, the pool will have RM10 million available to invest. The extent of investment choice and diversification that the RM10 million pool can achieve is definitely much greater than what RM100 can do. And this is the inherent advantage of a CIS.
Difference between Investing in Unit Trusts & the Share Market
[1]. Investing in the Share Market
To buy shares, investors need to go through a securities/stockbroking firm as the middleman to conduct the transaction. Assume you wish to buy shares of Company A, which is currently trading at RM1.30 for each share. You decided that you want to buy at RM1.25 a share. You then call your remisier (an agent, for the stockbroking firm, who holds the license issued by the Securities Commission) to inform him or her about the trade.
What your remisier will then do is to find a seller who has Company As shares and wishes to sell at RM1.25 a share. If the remisier finds a willing seller at RM1.25, he will match and complete the trade. If he is not able to find a seller at the price you want, then either you have to revise your price to RM1.30 a share or wait for other sellers who are willing to sell at RM1.25.
Figure 1 below shows the relationship. An alternative to a remisier is an online trading platform, where investors would be able to trade and manage their own transactions.
Figure 1: Investing in Share/Stock Market
One may ask why would we still need remisiers in this technological age when - photo 9
One may ask why would we still need remisiers in this technological age, when we can trade on our own? Remisiers actually play a very important role for investors who just started investing in the stock market. They would be able to guide and hand-hold investors on what-to-do and what-not-to-do when investing. In addition, remisiers can help to monitor the trades on the investors behalf, compared to the investor having to keep checking on his trades.
The mathematics for unit trust and share investments works the opposite way. Say Company As share is trading at RM1.30 a share. Shares are traded at a lot of 100 shares. So, at the minimum you must buy 100 shares of Company A, which is RM130, excluding brokerage charges. If you are buying two lots, you will have to pay RM260 (RM1.30 x 200 shares) before brokerage charges.
2 Investing in Unit Trusts Unlike investing in shares investors who wish - photo 10
[2]. Investing in Unit Trusts
Unlike investing in shares, investors who wish to invest in unit trusts would need to get in touch with unit trust agents. Unit trust agents are representatives of unit trust management companies, and hold the license issued by The Federation of Investment Managers Malaysia.
Now assume you want to invest in Fund B and you approach a unit trust agent for Fund B. The agent will assist you in submitting your request to the unit trust management company (UTMC) of Fund B. For unit trusts, there is no matching of trades needed. All buying and selling of unit trusts is between the investor and the unit trust management company, transacted at the Net Asset Value of the unit trust (or NAV, which we will explain further later). What this means is when you want to invest in Fund B, the UTMC of Fund B would need to sell you the units in Fund B. When you want to sell your units in Fund B, UTMC of Fund B will buy the units from you.
The unit trust funds investments are managed by a fund manager, which is employed by the UTMC. The fund managers role is to make the investment decisions and manage the investments on behalf of the investors.
From Figure 2 below, one can see that unlike investing in shares, the investor only deals with the UTMC when the investor is buying or selling units, and the investment decision is handled by the fund manager of the UTMC.
Figure 2: Investing in Unit Trusts
Now instead of a listed company Fund A is a unit trust and has a Net Asset - photo 11
Now instead of a listed company, Fund A is a unit trust and has a Net Asset Value (or NAV) of RM1.30. For investment into unit trusts, subject to the prospectus of the fund (i.e. the rules of the fund), investors can invest any amount. Assume that you now only have RM100 to invest.
The differences between buying shares and unit trusts can be summed up by the - photo 12
The differences between buying shares and unit trusts can be summed up by the diagram below.
What is NAV NAV or Net Asset Value is the total investment owned by the - photo 13
What is NAV?
NAV, or Net Asset Value, is the total investment owned by the fund, including cash, minus the liabilities owed by the fund. Liabilities owed by the fund consist mainly of expenses that the funds have yet to pay its service providers, such as brokerage charges, management fees, etc.
Table 1 below shows the example of the calculation of NAV, using the example of InterPac Dynamic Equity Fund (details extracted from the funds 2017 annual report).
Table 1: Extract from InterPac Dynamic Equity Funds 2017 Annual Report
AssetsRM
Investment2,000,738
Amount due from Manager26,955
Dividends receivable7,715
Cash & bank balances15,622
Total assets (a)2,051,030
Liabilities
Other payables (b)27,638
Net Asset Value (a b)2,023,392
Units in circulation (c)4,819,524
NAV per unit (NAV c)
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