Highlights

Kong‘s Investment

Author: khkong5197   |   Latest post: Wed, 17 Dec 2014, 9:21 AM

 

Koon Yew Yin's Investment Seminar 官有缘讲座 【笔记及录音分享】

Author:   |    Publish date:


 
 
地点:Kiwanis Down Syndrome Foundation, PJ
时间:早上10点
主讲人:官有缘先生 Mr. Koon Yew Yin
 
Gamuda,IJM和Mudajaya创办人之一,已达81岁高龄,仍有数十个million投资于股市。
 
更详细的背景介绍可看这里
 
若想听讲座录音,请按这里

此文章为出席讲座后的笔记分享,较为杂乱。
 
 

我们当中大部分的人都需要要为了生活而工作。后,将扣除生活所需后的盈余进行投资。但,在累计了一定数目的财富之后,我们应该怎么处理这笔财富?要知道,死不带去。你绝对无法带走。上策,是将之用于有意义之事项上。如:教育。(Koon Yew Yin Scholarship

 

  • 长寿之道:早晨空腹食用水果、大量喝水、锻炼头脑(多用电脑及批评政府)并多走路。
  •  
  • KLK和Batu Kawan为可长期投资的公司。见附图。
  •  
 
  • 看好油棕种植公司。原因包括:人口增长导致食用油需求将随同增长、得天独厚的气让油棕种植局限于马大和印尼(泰国就无法种植)、高温下棕油较大豆油更稳定。
  •  
  • Kulim : EPS少于1cent,原因在于会计原则,必须纳入土地贬值所导致。许多会计专家仔细深入研究,但不敢买入。但他对会计不在行,但从生意的角度判断,为可投资的良机。
  •  
  • 从市值的角度而言,Sarawak Plantations和TH Plantaions的油棕地为22K/hectar,而其他种植公司如IOI,FGV,Boustead最近以70k/hectar购入油棕地。因此,不难得出结论。
  •  
  • 他的投资方式于巴菲特不同,更加活跃。他是一个赌徒。
  •  
  • 在投资,心理攻防部分更难处理。
  •  
  • 如果你购买的是“价值”,你不需要担心。(If you are buying value, you don't have to worry too much)
  •  
  • 许多基金经理关注于EPS和DY,但他不大在乎。他更关注的是“盈利增长前景”(Profit Growth Margin)
  •  
  • 没有任何的生意可以长期地增长及取得盈利。
  •  
  • 房产公司的生意目前处于危险阶段。这是常识。(Common Sense)
 
问答环节:
 
问:你所推荐的种植股,应持有多久?
答:若股价已显著上升,将借钱购买的那一部分卖出。
 
问:购买Top Glove后下跌,是否应该止蚀?(cut loss)
答:这是个人判断的问题。为何股价下跌?有人不断出售?就手套股而言,已是夕阳工业。
 

问:如何在金融危机期间投资?
答:股市目前处于极高水平,是否为崩盘?崩盘都是因为“疯狂”的情绪。你认为目前的市场疯狂吗?开Margin Account,暂时不需借贷,祈祷经济崩盘,获取巨利。

问:如何看待Mudajaya?
答:非常好的一家公司,少于10的PE。印度发电厂拥有27%的重复性收入。更多详情看这里。许多人持股后等待得累了,但投资必须要有耐性。
 
问:对xingquan的评价?
答:很可能是最烂的投资。看过在厦门的工厂,一切看起来没问题。但,可能是人生中最烂的投资。
 
问:如何管理Margin Account?
答:使用大概70%的margin,以避免margin call。
 
问:世界杯是低成交量,如何操作?
答:低成交量是购买良机。要精明一些,以低一、两仙的价钱排队购买。当高成交量时,则以高一、两仙的价钱排队出售。
 
问:对油气行业的看法?
答:不投资与政府有紧密联系的公司。
 
问:如何判断和分析种植公司?
答:油棕树的年龄。是否有庞大借贷。
 
 
 

 

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  6 people like this.
 
iamalex thx
08/06/2014 11:15 AM
Anthony_Paul_Busch Buy top glove!
08/06/2014 11:25 AM
lmenwe Riskless in KLK and Batu Kawan? Does he know that there are a few million of land waiting to be developed in Africa? Commodities boom had ended we can't use the past 10 years as a yardstick! Why don't he use 1998 to early 2000s as yardstick? When price stabilize or depress how a richly valued counter without much growth to jump further?
08/06/2014 12:04 PM
bsngpg "官先生 :长寿之道:…..锻炼头脑(….批评政府)….”
哦! 原来批评政府可带来如此大的附加好处. 好! 就开始批评政府吧.

"官先生 : ..投资方式于巴菲特不同,更加活跃。是一个赌徒。"

只有自信与诚恳的人才会自认为投资赌徒. 你呢?

我? 肯定不高高在上, 只怕也是赌徒一名.
08/06/2014 12:24 PM
sunztzhe Imemwe,
There are 1.1 billion Africans and 50% are young at or below 19 years. As Africa develops economically and become more urbanized so will the consumption of palm oil. There is the potential switch to more usage of Palm Oil as biodiesel as oil price escalates further in the future as the growing urbanized African communities will need biodiesel for their daily commuting besides using palm oil as food as well.

It is difficult to forecast the future price trends due to the multiple usage of palm oil as food and bio diesel fuel as the world population kept on urbanizing further.
08/06/2014 12:32 PM
bsngpg There is no such thing as absolute riskless. I interpreted his “riskless” as less risk in relative to most of other stocks. I reckon that both KLK and BKawan are the safer counters to invest into even at the current "boiling" market moment.
In this context, how much profit can be expected from both as compared to others is another story.
08/06/2014 12:48 PM
kk123 I think every body know klk and bkawan ..
But putting it as riskless a bit not right hahaha
Anyway my favourite plantation co is united plantations ..it's the best of best
08/06/2014 1:03 PM
sunztzhe kk123,
It had been reported that Bumitama Agri has the highest potential for Revenue and Profit growth in many years ahead. Moreover Tan Sri Lee of IOI Corp owns 30% stake in Bumitama Agri. Have you considered Bumitama Agri?
08/06/2014 9:17 PM
nsk82 no audio sharing ?
09/06/2014 10:54 AM
robbin65 Why he said《房产公司的生意目前处于危险阶段。这是常识。(Common Sense)》?
Anybody understand the reason care to explain?
09/06/2014 5:14 PM
Johann5354 Skpetro is与政府有紧密联系的公司?
09/06/2014 8:02 PM
Johann5354 手套股的股价一直跌是否证明了是夕阳工业?
09/06/2014 8:04 PM
mmtalents Mudajaya与官有缘合作创立SPV进军缅甸发电厂:

• 利用官有缘与缅甸政府的良好关系来提高发电厂合约的成功率
• 预计成功的话会效仿印度的4座460MW方法来建厂,预计盈利贡献1亿或者EPS0.18
• 目前状况还没有结论
http://klse.i3investor.com/blogs/kianweiaritcles/54009.jsp

got mention this? it seems the talk all about Plantation and CPO?
10/06/2014 2:27 PM
mmtalents "不投资与政府有紧密联系的公司" I think we can skip 70-80% of listed co. in this country.. ha ha
10/06/2014 2:28 PM
bsngpg 不可能70-80%。跟你賭一杯咖啡。
10/06/2014 2:32 PM
mmtalents depends how you define "紧密联系" ha ha
10/06/2014 2:32 PM
vinext what he meant is dont invest in co that rely on govt 4profit.
mudajaya wil hv rm12m pa fr RE,renewable energy.
Tropicana's office redevelepment wil bring 10%profit of the total
while other new propty wil b launched.
Avoid property stocks,doom to go down.
dont follow uncle koon on leverage & switch co so actively,u r not at his level. By picking right growth stock esp in palm oil,u can achieve near to 20%compounding effect. He made26% in 30yrs with leverage, u dont need those risk
12/06/2014 4:17 AM


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