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Misai's World of Investing

Author: abang_misai   |   Latest post: Mon, 15 Apr 2019, 5:34 PM

 

Dayang & the Art of Throwing Pies in Kenanga's Face

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Oh dear. Dayang has displayed some dramatic comeback after a small drop in the morning. Kenanga ignores the fact that Dayang is (still) the cheapest O&G Stock as far as its explosive earning growth is concerned. KYY duly obliges, turning his biggest holding Dayang to crawl back in the day in style. 

Exactly the same thing happened in 2015 & 2016, it is like KYY flipping the bird and throwing a pie in Kenanga's face. It sounds familiar. I mean KYY's flagships VS, Liihen & Latitude which stole the show for a period of 3 years of 2015-2017. Please do your own search to find out what Kenanga said about these stocks during that time.

A few weeks ago, it was the critics who claimed Dayang will never be able to challenge Rm1.00 level. These doubting Thomases obviously forgot that KYY has the edge to outperform the market, especially when the stock he selects is in line with the current theme play in the KLSE. Now, many that include fund managers seem surprised by Dayang's market cap swelling on daily basis. They remain sidelines and can only "kam chew chi" or suck finger while watching the money-making opportunity slipping away.

KYY already said he has sold all his Carimin & Hibiscus-Wc to lock in profits. The profits he made are equalling to tens of millions. In his usual style, he pays no attention to what critics have said about him. He's very focus and I bet he can walk away from Dayang with hundred of millions gain in the next few months.

I hope we the small fish can "tumpang" him to make some money. 

Thank you uncle K and good luck folks. 

 

 

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  3 people like this.
 
laychee KYY has the money and followers to throw pies at anyone.
18/03/2019 11:55 AM
Simon73 Abang Misai, NICE 1
18/03/2019 12:02 PM
abang_misai If debt is an issue, why Armada can go up?

To be clear, debt will be an issue if the industry they operate is sunseting. Dayang operates in the O&G sector which has just started to shine. More jobs means they have more ability to optimise its asset utilisation rate which means more profits.
18/03/2019 12:12 PM
Heavenly PUNTER goreng mah of course can go up lah, got big pan goreng goreng everything also can go up.
18/03/2019 12:13 PM
993322lew Goreng
18/03/2019 1:22 PM
abang_misai One must be clever to goreng the right stock at the time the stock continues to show "wow" results.
18/03/2019 1:37 PM
ramada Kenanga's boys and girls lack of experience.
18/03/2019 1:39 PM
abang_misai Yes, I met with these young analysts before at Unisem's post-AGM. These young analysts many times asked "low quality" and silly questions. The Unisem CEO just shook his head and laughed at them. They use text book to give a judgement.

ramada Kenanga's boys and girls lack of experience, all so young.
18/03/2019 13:38
18/03/2019 1:41 PM
ramada But don't throw pies lah. What a waste.
18/03/2019 1:41 PM
abang_misai Uncle KYY should just discontinue his trading with Kenanga. Very ungrateful service provider.
18/03/2019 9:16 PM
tm9999 Guess abang misai cut loss sendai today...all in dayang.
18/03/2019 9:21 PM
PotentialGhost Haha the world is crazy .
18/03/2019 9:36 PM
John Lu Those kenanga analysts is low class anal racist
18/03/2019 9:46 PM
PotentialGhost Tomorrow kyy will slap this kenanga Steven Chan face , this idixt steven chan must suck more his mom nipples to be more clever. Idxot stupxd steven chan .
18/03/2019 9:56 PM
abang_misai Yes, boss. Fully agree with you.

John Lu Those kenanga analysts is low class anal racist

PotentialGhost Tomorrow kyy will slap this kenanga Steven Chan face , this idixt steven chan must suck more his mom nipples to be more clever. Idxot stupxd steven chan .
18/03/2019 10:00 PM
speakup Tomorrow Koon will phone Kenanga boss and tell him to sack Steven Chan
18/03/2019 10:39 PM
3iii Don't be perturbed by Kenanga. If you think you are "right" and you "know" this stock is worth $4.00, be confident in your own anal-ysis. No need to waste your money throwing pies. Eating them yourselves will be the rational thing to do.

Be rational.
19/03/2019 12:10 AM
sell Dayang cheap? Cannot find <1.62 counters(either O&G, etc) to invest?
19/03/2019 12:12 AM
3iii Dayang Enterprise Holdings - Take Profit From This Rally
Source : KENANGA, Price Call : SELL, Price Target : 1.20
Last Price : 1.62, Upside/Downside : -0.42(25.93%)
19/03/2019 12:14 AM
abang_misai Oil up today which is a good sign. As Uncle KYY said many times in the recent past, Dayang a much sought after stock will resume uptrend after a mild correction.
19/03/2019 6:11 AM
3iii Question 20: Confidence in Your Business Analysis or Research

20. How much confidence do I have in my research?




The final question centers on how you feel about your research. Though it is not directly related to the company, your own analysis is a vital consideration. It determines your action once the stock suddenly drops 50% after you buy.

That same 50% drop can trigger opposing actions depending on your level of confidence.

If you are assured in your research, the 50% drop in price is a great opportunity to buy more of the stock at half the price.
If you don't have confidence, you will likely be scared into selling at a 50% loss.

It will happen after you buy the stock and, paradoxically, it happens only after you buy. So, get prepared!
19/03/2019 9:49 AM
soojinhou yawn. another article that offer no content other than share price movement. look, kenanga's report is very specific in saying that much of the revenue is extraordinary rather than from the bread and butter contract. unless that fact is in dispute, kenanga's report makes a lot of sense to explain a smoking hot 30% net margin
19/03/2019 9:58 AM
value88 Many people are in denial until the panic moment comes.
The author above has just sold his Dayang this morning. If he can accept the fact earlier on yesterday, he could have sold at much better price.
19/03/2019 12:53 PM


 

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