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My Golden Rule of Investing

2,897 comment(s). Last comment by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ at Nov 24, 2020 11:50 AM
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ahbah
2594 posts

Posted by ahbah > Jul 12, 2020 6:59 PM | Report Abuse

For the price limits, the KLCI component stocks that are trading equal or more than RM1 per share, the upper limit price is capped at 30% intraday while the lower limit is set at -15% intraday. In terms of dynamic price limit, upper limit is set at +8%, while lower dynamic limit is capped at -5%.

Upper limit = 30% , 8%

Lower limit = -15% , -5%

The above is advantageous position for mkt players ?

Silent unspoken indirect order from SC n Bursa to mkt players to BUY

or SELL ?

How will the mkt reacts on coming Monday ? Strong rally or strong

decline ?


stockraider
20967 posts

Posted by stockraider > Jul 14, 2020 11:44 AM | Report Abuse

The way u assess netx u will never pick a potential very big big winners like amazon, alphabet, facebook that give u a 1000x return loh..!!

Remember most great company start from position of losses, during development stage & seed capital is required mah..!!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Jul 14, 2020 8:26 AM | Report Abuse

Don't make the same mistake as Calvin. Just because the share price is 1 sen per share, he promoted this share is cheap.

The better way to gauze the price of this company is using its market cap. Why? Because it has so many outstanding shares. (Today 5.246b Nov 2019 3.355b ).

In Dec 2011, the number of outstanding share is 483.333m or 0.483b. The number of shares created by this company created are huge over the last 9 years (CAGR 24+%)!!!

It has been losing money over many years. Its revenues are shrinking. Its shareholders have their holdings severely diluted. It is bleeing cash profusely and fast. How did this company stay alive? Yes, through constant infusion of cash via new shares issued through private placements. Its cash in the book is the only one highlighted by calvin. Is calvin dumb and stupid? No, he always claim to be smart and clever. Then, the conclusion is only one, calvin is probably crooked. (But he prays in church frequently, doesn't he?)

The focus is on Netx. It is a gruesome company. P&L Losses Balance sheet Net cash RM30 + m Cash flow Negative Net OCF, negative FCF and hemorrhaging profusely. Raising a lot of new cash and capital over the years but all impaired, no earnings to show but losses.


At 1 sen today, its market cap is 52.4 m. In Nov 2019, at 1 sen per share, its market cap was 33.5 m. Given the huge number of new shares issued by this company, its price today should be <<< 0.5 sen per share (market cap << 26.2m).

Now, a 1 sen per share company can be the most overvalued share because its intrinsic value is close to zero or it is a non-viable concern.


Best wishes to calvin, raider and strongcows. We can learn from their mistakes, sometimes or often.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Jul 16, 2020 6:11 AM | Report Abuse

To maintain your portfolio at peak performance.
To pick the right stock for the long term, you should keep to:

1. Buying quality companies
2. Buying at the right price - potential return > 15% at acceptable risk (where the potential return to potential loss of >3x.)

Your ability to do the above is all you need to build a great portfolio that will meet your expectations.

To maintain your portfolio at peak performance, you will need to manage it well, optimizing its performance and preventing the companies that occasionally go south from damaging it.

Portfolio management chores take a minimal amount of time.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Jul 17, 2020 8:13 PM | Report Abuse

CORPORATE FINANCE - SIGNALING PROSPECTS THROUGH FINANCING DECISIONS


When making capital decisions, a company's management should have more information than an investor, which implies asymmetric information.

A financing decision is a way in which a company can inadvertently signal its prospects to investors.

For example, suppose Newco decides to finance a new project with equity. Newco's additional equity would in fact dilute stockholder value.

Since companies typically try to maximize stockholder value, would an equity offering be a bad signal? The answer is yes.

- There would be some benefit from the project to the stockholders; however, the dilution from the offering would offset some of that benefit.

- If a company's prospects are good, management will finance new projects with other means, such as debt, to avoid giving any negative signals to the market.


Look Out! Financing a capital project with equity may be a signal to investors that a company's prospects are not good.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Jul 17, 2020 8:20 PM | Report Abuse

In the event of the rights issue going ahead, what options do shareholders have?

A: Investors can buy the new shares they are offered at the discount price, therefore maintaining the proportion of the bank they own.

B: They can let their rights lapse and receive a cheque from the bank in return when they are sold on the open market. But in this case, the holding they own will be reduced.

C: Another possible manoeuvre is "tail swallowing", where investors sell enough rights to the new shares as to allow them to take up as many shares as they can without paying out extra money.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Jul 17, 2020 8:21 PM | Report Abuse

Warren Buffett said: "The stock market is like God in that it helps those who help themselves, but unlike God, it does not forgive those who know not what they are doing." You can best "help yourselves" by learning more about the stock market as a whole and finding out more about the companies you are interested in. If you go in blindly, "not knowing what you are doing", basing your actions on rumours, you will have nobody to blame but yourselves if you lose money.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Jul 17, 2020 8:24 PM | Report Abuse

Under the normal circumstances, a company should be able to finance its additional purchase of assets from either

- retained earnings or
- new borrowing or
- a combination of the two.

But, companies may have to raise new capital by making rights issues under three types of abnormal circumstances. These three cases are:

(1) The company is improperly managed such that it is either not very profitable (or even losing a lot of money) such that the incoming cash is not adequate to support the need to purchase more assets. Or owing to poor management of its assets, it now requires a lot more assets to support its operations.

(2) The company is moving into another line of business which is large relative to its current size and it requires a great deal of additional capital to start up the new venture.

(3) The company is in a very fast growing business. In fact, it is so fast growing that retained earnings and new borrowing alone are insufficient to sustain the growth.

In order to be a prudent investor, we must analyse the situation of the company which has announced a rights issue carefully to see which category it falls into in the first place.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Jul 17, 2020 8:26 PM | Report Abuse

Why Companies Have to Make Rights Issue?


To put it bluntly, a company only needs to make a rights issue when it is short of money.


Depending on which category of rights it is issuing, we can then carry out a further analysis to decide whether the rights issue is a good or a bad one.

Through examining each type of rights issue, an intelligent investor can tell the wolves from the sheep.

Pricing the rights also requires proper evaluation.


stockraider
20967 posts

Posted by stockraider > Jul 17, 2020 8:33 PM | Report Abuse

Relax lah...!!

Wah...This 3iii talk so much cock ah ??

Netx still 1 sen mah..!!

Tak jatuh pun...!!


enigmatic
864 posts

Posted by enigmatic > Jul 18, 2020 11:06 PM | Report Abuse

Hi, 3iii.
Do you think Topglove and Harta are overvalued now? Would you sell these stocks since their prices has gone up so quickly and are richly valued now?


mf
23902 posts

Posted by mf > Jul 19, 2020 12:05 PM | Report Abuse

WHO reports another record daily increase in global COVID-19 cases, up nearly 260,000


stockraider
20967 posts

Posted by stockraider > Jul 19, 2020 12:11 PM | Report Abuse

The above indicate dinosaur 3iii do not have the core competence to assess technology stock like NETX loh...!!

In that case...3iii conclusion is likely to be flawed loh...!!

This bcos NETX is the new economy like Amazon, Alibaba, Alphabet, Facebook and Tencent the biggest company in today & future world mah..!!

U should not missed netx with its blockbuster apps mah...!!


stockraider
20967 posts

Posted by stockraider > Jul 19, 2020 1:40 PM | Report Abuse

Do not make the mistake of dinosaur dishonest 3iii loh...!!

Must have some exposure of blockbuster technology stock like NETX mah!

The above indicate dinosaur 3iii do not have the core competence to assess technology stock like NETX loh...!!

In that case...3iii conclusion is likely to be flawed loh...!!

This bcos NETX is the new economy like Amazon, Alibaba, Alphabet, Facebook and Tencent the biggest company in today & future world mah..!!

U should not missed netx with its blockbuster apps mah...!!

Posted by stockraider > Jul 19, 2020 12:01 PM | Report Abuse X

Very interesting sochai dishonest 3iii limited stock pick for the last 30 years loh...!!

But u notice that there are NO TECHNOLOGY STOCK & NO GLOVES STOCKS and NO HEALTH CARE STOCK in his list leh ???

IF u have not invested in 3 very important Growth Sectors for the past 5 years u r likely to underperformed loh..!!

Like sifu Calvin says dishonest 3iii is likely to be the DINOSAUR OF YEAR 2019 to 2021 loh...!!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Jul 18, 2020 9:41 PM | Report Abuse

Very intetesting to review an old post of mine.


WEDNESDAY, 6 AUGUST 2008
KLSE Counters on my radar screen.
Here is a list of counters in the KLSE I am tracking. I may or may not own these shares presently.

Consumer
DLady, Guinness, LionDiv, Nestle
Padini, PPB, QL, UMW

Industrial
APM, CBIP, Coastal, Esso
ICP, KNM, Kossan, Petgas
Shell, Tongher

Trading/Services
BCorp, Genting, HaiO, Integrax
KPJ, MUI, Maybulk, Parkson
Petdag, POS, Resorts, Tenaga
VADS

IPC
Puncak

Finance
KAF, HLB, Maybank, OSK
PBB, TA

Properties
Crescendo, OSKProp

Plantations
BStead

Closed-end fund
i-Cap


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Jul 21, 2020 4:37 PM | Report Abuse

>>>>
wckstock 3iii and gang betul. Should listen to them and don't waste time here. Ciao...
21/07/2020 4:29 PM

>>>>>>>{




Actually, the business of this company is very bad and virtually non existent.

Be objective. 5 minutes looking at its past 9 years business performance, an investor will just move over to another stock. No need to even have another look.

There are better stocks which you can try to find to invest safely and profitably.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Jul 23, 2020 1:34 PM | Report Abuse

>>{{{{{


Posted by calvintaneng > Mar 14, 2020 3:45 PM | Report Abuse

Stop talking nonsense and telling lies this shutup!!!

Calvin holding firmly all 15 millions Precious Netx shares while other shares crashing left and right in a race to the bottom

FYI

Netx staff latest Esos at 1.75 sen for 60 millions were all exercised

Pp shares were gobbled up within just 2 to 3 days by investors

As I said before I say again in no uncertain terms

SOMETHING VERY BIG IS COMING NETX'S WAY

JUST SELL ZELAN. SELL BENALEC, SELL DLADY, SELL QL, SELL GKENT, SELL METRONIC, SELL IRIS AND BUY NETX

YESSSSSS!!!

BUY NETX THE CHAMPION NFCP STOCK OF YEAR 2020

HIP HIP HOORAY!!!

>>>>>>>>




15 million shares!!!! :-)

So much noise in i3. OMG


stockraider
20967 posts

Posted by stockraider > Aug 9, 2020 11:08 AM | Report Abuse

Ya lah...If u hold passive Padini at Rm 6 and Passive Dlady for Rm 66...u will lose monies loh...!!

Already proven mah...just look at Padini & Dlady share price loh..!

This bcos conman 3iii no sense of margin of safety mah...!!

Netx at 1 sen has adequate margin of safety loh...!!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Aug 9, 2020 10:49 AM | Report Abuse

Buy and hold passive investing works when prices are bargains or even fairly valued. At any other time, your probability of success is greatly reduced.

So buy and hold works….until it doesn’t.

Bull markets make buy and hold look good. Bear markets make buy and hold look bad.

Consider where you think we are in the valuation cycle before you make your buy and hold investing strategy decision!


stockraider
20967 posts

Posted by stockraider > Aug 9, 2020 11:11 AM | Report Abuse

Not Raider loh...!!

The intrinsic value of Netx is more than 2 sen...u buy it for 1 sen ...u have 50% margin of safety loh...!!

Whether u invest & speculate u must ensure got adequate margin of safety loh...!!

For example holding on Padini Rm 6 & Dlady Rm 66 have no margin of safety loh...!! Already proven loh!

Becareful Do not listen to conman 3iii loh...!!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Aug 9, 2020 10:32 AM | Report Abuse

Speculators, on the other hand, are less interested in what a business is actually worth and more concerned with what a third party will pay to own shares on a given day. They may be concerned only with short-term changes in a stock’s price, not in the underlying value
of the company itself.


The problem with speculation is simple: Who can predict what a third party will pay for your shares today, tomorrow, or any day?

Stock market prices typically swing between extremes, stoked by the irrational emotions of fear and greed.
09/08/2020 10:36 AM


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Aug 13, 2020 1:35 PM | Report Abuse

LKL

When its share price was low in March, insiders bought.

Since April, the insiders have been selling.


There are just too many dumb money in the stock market.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Aug 13, 2020 1:37 PM | Report Abuse

No wonder, Benjamin Graham taught the stock market is where the money from the dumb investors is transfered to the pockets of the smart investors.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Sep 6, 2020 8:47 AM | Report Abuse

Those who are still holding Netx will soon see their shares consolidated and diluted by right issues.

They will be faced with bad choices. Not subscribing to their rights will see their shareholdings diluted. Subscribing to the rights mean throwing good money chasing zero to negative returns, putting more of their hard earned money and capital at risk.

Many who were misled by conman calvin and dishonest raider have left this counter. Just ask strongcows for his reasons.
06/09/2020 8:47 AM


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Sep 17, 2020 6:59 AM | Report Abuse

Topglove to release quarterly results today.

What is the market expecting?

Will it be above, be below or meet þhis market expectation?

Growth stock, as a group, will always be very volatile.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Sep 17, 2020 7:04 AM | Report Abuse

Germany is doing 1 million Covid tests per day.

UK is hoping to test 500,000 per day.

Each test uses a new pair of gloves.

Hartalega is right. The demand for glove will still outstrip supply for next 3 years or so.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Sep 17, 2020 7:19 AM | Report Abuse

The Topglove CEO guided that the next FY earnings will be at least RM 6 billion.

With its market cap at RM 69 billion, it is trading at a forward 2021 PE of 11+.

Of course, the next FY earnings will be an exceptional one. Projecting its future normalised sustainable earnings and fiture growth have led to marked price volatility.

Remember Mr. Market. Price volatility is your friend. Take advantage of Mr. Market.



Price 6.43
Market Capital (RM)
: 68.873b
Number of Share
: 8.170b


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Sep 17, 2020 12:41 PM | Report Abuse

Price 8.43
Market Capital (RM)
: 68.873b
Number of Share
: 8.170b


Errata


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Sep 18, 2020 7:49 PM | Report Abuse

Topglove


Maintain BUY with a revised TP of RM9.63 (previously RM9.31). Our adjusted TP is based on PER of 38.0x pegged to FY22F EPS of 25.3 sen. Our PER valuation of 38.0x is based on +1 SD of its 10-year mean, which we think better portrays its long-term prospects and vast improvement in the near-term outlook. We also think the premium is justified for its leading position, market share and business upcycle. We think that demand for gloves are likely to remain strong in the coming quarters due to unabated number of active cases and higher hygiene awareness. We also like Top Glove for its product and geographical diversification, which allows it to mitigate any potential business risks in any particular market or product segment. As such, we keep our BUY recommendation. Risks to our call include plunge in ASP and overcapacity of production in gloves.

Source: MIDF Research - 18 Sept 2020


stockraider
20967 posts

Posted by stockraider > Sep 18, 2020 8:13 PM | Report Abuse

This Sohai 3iii keep talking cock loh...!!

Just tell lah...clearly , precisely & concisely to buy or sell gloves stock lah....!!


Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Sep 17, 2020 6:59 AM | Report Abuse

Topglove to release quarterly results today.

What is the market expecting?

Will it be above, be below or meet þhis market expectation?

Growth stock, as a group, will always be very volatile.


Germany is doing 1 million Covid tests per day.

UK is hoping to test 500,000 per day.

Each test uses a new pair of gloves.

Hartalega is right. The demand for glove will still outstrip supply for next 3 years or so.


The Topglove CEO guided that the next FY earnings will be at least RM 6 billion.

With its market cap at RM 69 billion, it is trading at a forward 2021 PE of 11+.

Of course, the next FY earnings will be an exceptional one. Projecting its future normalised sustainable earnings and fiture growth have led to marked price volatility.

Remember Mr. Market. Price volatility is your friend. Take advantage of Mr. Market.



Price 6.43
Market Capital (RM)
: 68.873b
Number of Share
: 8.170b


Price 8.43
Market Capital (RM)
: 68.873b
Number of Share
: 8.170b


Errata



Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Sep 18, 2020 7:49 PM | Report Abuse

Topglove


Maintain BUY with a revised TP of RM9.63 (previously RM9.31). Our adjusted TP is based on PER of 38.0x pegged to FY22F EPS of 25.3 sen. Our PER valuation of 38.0x is based on +1 SD of its 10-year mean, which we think better portrays its long-term prospects and vast improvement in the near-term outlook. We also think the premium is justified for its leading position, market share and business upcycle. We think that demand for gloves are likely to remain strong in the coming quarters due to unabated number of active cases and higher hygiene awareness. We also like Top Glove for its product and geographical diversification, which allows it to mitigate any potential business risks in any particular market or product segment. As such, we keep our BUY recommendation. Risks to our call include plunge in ASP and overcapacity of production in gloves.

Source: MIDF Research - 18 Sept 2020


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Sep 26, 2020 6:31 PM | Report Abuse

.....


Why free trading tips are dangerous?

In your real life, do you get any quality products/service at free of cost? Nowadays, you need to pay even for pure drinking water!

1. Why someone will provide money making ideas (stock tips) at free of cost?

Their motive is to bring back their existing customer.
None of them are doing charity.
None of them have the motive of making you rich.



2. You will get dozens of free trading tips each day.
Your broker is also eager to provide trading tips at free of cost.
Moreover, dozens of websites offer bunch of new trading ideas everyday totally free of cost.
Including Facebook and Whatsapp groups, the list of free trading tips provider would be very long.



3. Let’s have a detailed look on their motive –


Motive #1 – Many operators provide free trading tips after offering the same to their paid clients.

Thus, stock price gets manipulated which in turn helps only their paid clients. Suppose I have two websites; freetips.com and paidtips.com. One is for providing tips to paid clients and another for free clients. However clients don’t know that both the websites are operated by the same person (or same group of people). So, what I am doing is, I am offering tips to my paid clients first. After their purchase, I am distributing the same to free subscribers.

While, free subscribers start buying the same stock, the price starts moving in upward direction. Exactly at the same time, I am recommending “Profit Booking/Exit” call to paid clients. Thus, free subscribers get stuck at the top. So, my paid subscribers are getting good return at the cost of free clients. My motive is to collect more subscription fees from paid clients! This way one can easily manipulate the price of lesser known stocks (specially, midcap and small cap stocks).


Motive #2 – Operators often offer free tips just to have a smooth exit at hefty profit.

The company is in microcap category and I didn’t hear the name before than that. Trading volume was much higher on both the days and stock price appreciated a lot. The pattern suggested that the operator had sent the same SMS to thousands of retail investors and many of them purchased the stock. The most surprising fact is that on those days three operators sold quantities worth of the same stock. So, operators were selling a particular stock and simultaneously sending SMS to thousands of retail investors to buy for “sure-shot” target of doubling the money!

In the next 10 days the stock was hitting lower circuit continuously and stock price reached to below a fraction of the previous price. There were no buyers for the same and as a result it got stuck in lower circuit. Thousands of retail investors got stuck lost around 90% or more and expressed their anger.

Nobody is there to save them. With the advent of mobile phone and internet such practice is quiet common. Be careful from the next time if you receive such SMS!



4. Why paid trading tips are sometimes more dangerous?

You can lose your investment amount from free trading tips but what about paid tips. Surprisingly paid tips can make you suffer more because in this you not only lose your invested amount but also your subscription amount.



Regards

3iii


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 9, 2020 8:24 PM | Report Abuse

Year to date (from 1.1.2020 to today)

My portfolio has shown a capital gain of 10.4%.

It is a difficult year. Shares tanked hugely in March and many have remain at low prices to date.

My portfolio has 26 stocks.

10 stocks constitute 92% of portfolio value (top 6 stocks account for 78.7% of total portfolio value).

The next 16 stocks make up 8% of the rest of the portfolio value.

Thus, this is a concentrated portfolio where a few stocks account for the 90% of the total value.

Results:

Of the top 10 stocks:

8 losers: ranging from -4.6% to -27.8%

2 winners: 69.6% and 1187%


Of the lower 16 stocks:

14 losers: ranging from -0.7% to -78.5%

2 winners: 19.4% to 28.2%.


Like many in Bursa, a single stock in the right sector provided all the superb gains for this year, erasing the losses in the other stocks. Nevertheless, with all the stock prices of the other stocks in the doldrum, this portfolio has potential upside more than downside in the years ahead, when economy recovers.


Sslee
4628 posts

Posted by Sslee > Oct 9, 2020 8:27 PM | Report Abuse

Mind sharing your top 2 winners?


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 9, 2020 8:52 PM | Report Abuse

SSLee

Semiconductor stock

Glove stock


enigmatic
864 posts

Posted by enigmatic > Oct 9, 2020 11:40 PM | Report Abuse

Let me guess, Penta & TopGlove?


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 14, 2020 8:50 PM | Report Abuse

Please skip if you don't like it.



https://www.nst.com.my/business/2020/10/632205/hartalegas-glove-capacity-booked-till-end-2021

Hartalega's glove capacity booked up till end-2021
By NST Business - October 14, 2020 @ 12:01pm
Hartalega Holdings Bhd is confident of sustained strong demand for its gloves with capacity having booked up till end of 2021, according to Kenanga Research. NSTP/FILEPIX
Hartalega Holdings Bhd is confident of sustained strong demand for its gloves with capacity having booked up till end of 2021, according to Kenanga Research. NSTP/FILEPIX


KUALA LUMPUR: Hartalega Holdings Bhd is confident of sustained strong demand for its gloves with capacity having booked up till end of 2021, according to Kenanga Research.

The firm "strongly" reiterated its positive view on Hartalega's prospects for the next few quarters following a meeting with its investor relations staff recently.

Kenanga Research said Hartalega had reassured that the lagged impact from average selling price (ASP) hike would be felt in the second half of financial year 2021 (FY21).

The firm highlighted that industry ASP had risen for September to November delivery, suggesting that the robust demand would continue over the next few quarters.

In line with higher industry ASP, Hartalega is expected to raise ASP by 30 per cent and 40 per cent in the second quarter of FY21 (Q2FY21) and third quarter of FY21 respectively.

"We expect a hike in raw material prices and potential tight supply in formers due to supply constraints forming a potential potent combination for higher ASPs," the firm said today.

Kenanga Research expects Hartalega's Q2FY21 net profit, due to be released by end-October, to be higher quarter-on-quarter and year-on-year.

This will be in tandem with solid sector growth due to higher volume from new capacity expansions of Hartalega's Plant 6 and 7 and better margins due to higher ASP and operating efficiencies from new plants.

"While we raised our FY21/FY22 net profit by 45 per cent/106 per cent to account for higher ASP assumptions, our target price is unchanged as we lowered our target price earnings ratio rating to -0.5SD (standard deviation) below five-year mean (compared to above mean previously) to reflect a moderation in earnings growth towards more sustainable levels beyond FY22."

Nevertheless, there remains ample upside to its target price of RM26.22, said Kenanga Research, which reiterated its "outperform" call on Hartalega.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 15, 2020 1:55 PM | Report Abuse

LPI Group, despite the challenges, has managed to report a creditable performance for the 3rd Quarter of 2020.


Shirley6866
27 posts

Posted by Shirley6866 > Oct 15, 2020 1:59 PM |

Post removed. Why?


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 15, 2020 4:21 PM | Report Abuse

Individual investors can spot a good growth company quickly.

By arranging the fundamental data in a way, individual investors can see a company’s growth and management performance as well as the stock’s investment possibilities in just a few minutes.

The work required to spot a good value stock is a little more complex.



Regards

3iii


stockraider
20967 posts

Posted by stockraider > Oct 15, 2020 4:25 PM | Report Abuse

I m very surprise loh...!!

My netx is targeted to make 303% ,but this sohai 3iii only make 10.4% todate loh...!!

Fact & data mah...!

Enough of talkcock loh...!!

U need to look at the situation mah...!!

The rights is 6 for 2 at 13 sen mah....!!

U r entitle for free warrant at 3 for 2 mah..!!

So u spend Rm 260 to take up the rights....u entitle for 6 mother shares worth 15 sen plus 3 warrant worth 3.5 sen.

Meaning u get worth of Rm 900 mother share plus Rm 105 warrant = Rm 1050

So u must subscribe the rights mah...!! U will make Rm 1050 minus Rm 260
= Rm 790 or potential gain of 303%

Wow 303% gain ? Btw i have not even computed the profit, if u go for the excess rights loh..!!

Conclusion u must take up the rights & excess rights loh...!!

Don let sohai 3iii & mike talk u out loh...!!


Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 9, 2020 8:24 PM | Report Abuse

Year to date (from 1.1.2020 to today)

My portfolio has shown a capital gain of 10.4%.

It is a difficult year. Shares tanked hugely in March and many have remain at low prices to date.

My portfolio has 26 stocks.

10 stocks constitute 92% of portfolio value (top 6 stocks account for 78.7% of total portfolio value).

The next 16 stocks make up 8% of the rest of the portfolio value.

Thus, this is a concentrated portfolio where a few stocks account for the 90% of the total value.

Results:

Of the top 10 stocks:

8 losers: ranging from -4.6% to -27.8%

2 winners: 69.6% and 1187%


Of the lower 16 stocks:

14 losers: ranging from -0.7% to -78.5%

2 winners: 19.4% to 28.2%.


Like many in Bursa, a single stock in the right sector provided all the superb gains for this year, erasing the losses in the other stocks. Nevertheless, with all the stock prices of the other stocks in the doldrum, this portfolio has potential upside more than downside in the years ahead, when economy recovers.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 17, 2020 12:31 PM | Report Abuse

https://myinvestingnotes.blogspot.com/2020/10/the-importance-of-integrity.html

The Importance of Integrity


stockraider
20967 posts

Posted by stockraider > Oct 17, 2020 1:09 PM | Report Abuse

I Thought this 3iii suppose says he propose to fuck off yesterday mah..!

Where is sohai 3iii integrity leh ?

He dishonestly lied loh...!!

Posted by stockraider > Oct 16, 2020 1:04 PM | Report Abuse X

Correctloh...sohai 3iii should fuck off for a month....comeback...after netx RI completed & all new share listed & see what happen loh...!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 16, 2020 1:01 PM | Report Abuse

:-)

maybe we should get off dishonest raider's back for the next month, unless he continues to promote incessantly.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 17, 2020 12:37 PM | Report Abuse

>>>>>>>

Posted by stockraider > Oct 17, 2020 11:08 AM | Report Abuse

Correctloh... the owner want them to throw towel & gasak everything for themselves mah....!!

So if gasak everything for themselves...u will know what will happen next loh ?

REMEMBER RAIDER STRATEGY IS WELL THOUGHT OUT, COVERING ALL ASPECT FOR NETX LOH...!!

>>>>>>>


If only raider can be believed or make sense!

In Rights issue, the insiders will wish to raise as much capital (cash) as possible. When then goes through such an exercise. To do so, they may wish to push up the mother share price to make the rights issue looks attractive (with the exercise price at a discount to the mother price plus free warrants). I do not think the insiders wish to push down the mother share price in any of these fund raising exercises.

Has raider gone bonker with his huge losses?!

Or raider is just his true self ... being dishonest. :-)


stockraider
20967 posts

Posted by stockraider > Oct 17, 2020 1:10 PM | Report Abuse

VERY DISHONEST 3iii LOH...!

NO INTEGRITY LOH...!!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 16, 2020 1:01 PM | Report Abuse

:-)

maybe we should get off dishonest raider's back for the next month, unless he continues to promote incessantly.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 17, 2020 12:55 PM | Report Abuse

stockraider is so stressed. Money does not buy happiness. Mental health is important too. Have a nice weekend. Walk the park. Kick the ducks. You will feel better and realise your inner self more rationally.


stockraider
20967 posts

Posted by stockraider > Oct 17, 2020 2:16 PM | Report Abuse

An extraordinary investor has the following qualities:

1 He must be intelligent with good business sense.

2 He must have a good foresight to be able to see ahead of other investors.

3 He must be able to control his emotion of fear.

4 He must be prepared to take some calculated risk.

5 He can make his own decision and not easily side-tracked.

6 He knows the basic share selection fundamentals.

DON BE CON BY SOHAI....NETX RI SUBSCRIPTION HAS SO MUCH MARGIN OF SAFETY, THAT IT EVEN DROP TO 13 SEN...U STILL MAKE MONIES FROM THE FRE WARRANT MAH!!

VERY IMPORTANT TO U DO YOUR BASIC MATHS AGAIN LOH..!!

Lets do the maths again loh...!!

1.5m share excess rights at 13 sen = cost Rm175000

Raider will get 1.5m @ 15 sen = Mkt value Rm 225000
Raider will get 750k free warrant wort 3.5 sen = Rm 26250 say Rm 26000

So Raider overall mkt value Rm 225k pus Rm 26k = Rm 251k
But Raider overall cost amounting to = Rm 175k

Raider overall profit is cool Rm 76k

The unique part is raider only spend Rm 500 to get next & even consolidated Raider make a loss of Rm 250.

But Raider can easily make back Rm 76k from this exercise loh...!!

Thats why Raider tell u must take the RI plus excess RI applications of NETX loh...!

Posted by Sslee > Oct 17, 2020 1:53 PM | Report Abuse

Haha,
Calvin at less know that Netx did not work out for him and move on.
Only stockraider is still everyday in Next and day dreaming.


stockraider
20967 posts

Posted by stockraider > Oct 18, 2020 4:22 PM | Report Abuse

Lets Raider highlight sohai 3iii real stupidity loh...!!

When General Raider 1st promoted Hengyuan, it was around Rm 2.30 but as usual 3iii talkcock of hengyuan & dead against it... to General Raider dismayed mah!.

But subsequently Hengyuan...rose & rose to Rm 5 then Rm 6 and then Rm 8 then exceed Rm 10.00...then exceed Rm 14, then 16 upto almost Rm 20.00..all the while hengyuan rise, this sohai 3iii as usual a naysayers talkcock loh...!!

But subsequently when Hengyuan reverse Gear ....raider ask all the followers to cut at Rm 13.00 again this good for nothing sohai 3iii criticized raider loudly until to today for selling & asking people to sell at rm 13.00 loh...!!

Raider ask u this question loh...if Raider ask u to buy at Rm 2.30 n u manage to collect rm 2.50, but subsequently at Rm 19.90, Raider did not ask u to sell bcos raider thought the momentum can bring hengyuan to Rm 32 then Rm 45.00, but it did not happen as Raider wish loh, would u be annoyed of Raider leh ?...!!

Looking at the reversal situation Raider did ask u all to lari kuat kuat & cut at Rm 13.00...would u like sohai 3iii talkcock, come & taruh Raider everyday leh ?...!!

No loh...if u had heeded Raider advice to lari kuat kuat at Rm 13.00 u would have make Rm 10.50 or big 420% capital gain mah...!!

Today u look at hengyuan share pric,e it is only rm 2.80 still higher than rm 2.30 that raider 1st promoted n still higher thab when sohai 3iii say cannot buy loh..!!

Of course those who listen to Raider lari kuat kuat call at Rm 13.00 are now living happily ever after with big gain of exceeding Rm 10.00 or 400% loh..!

Sohai 3iii should have done a hengyuan like raider on his own padini when it was Rm 6.00 but he did not....today padini is sadly Rm 2.25 loh...!!
But this sohai 3iii has no remorse on his Padini loh...! It is a great injustice for his followers loh..!


stockraider
20967 posts

Posted by stockraider > Oct 18, 2020 4:23 PM | Report Abuse

REMEMBER GENERAL RAIDER ALSO ADVICE SOUNDLY AN EXIT THE STRATEGY FOR PANICKY INVESTORS AS FOLLOWS MAH:

Posted by stockraider > Jan 10, 2018 10:43 PM | Report Abuse X

Don be a pondan loh.....!!

General Raider said the current normal trading range of Hengyuan is Rm 15.98 to Rm 18.98 loh.....!!

So today down Rm 0.08 is very normal....it is still under consolidation mah..!!

The TP of hengyuan is Rm 22.00 to Rm 42.00 loh....!!

If u r panicky...raider advice u this loh....if hengyuan drop below Rm 16.00, u lari kuat kuat loh...!!
If hengyuan by 31-3-2018.. still cannot exceed rm 19.00, u also lari kuat kuat loh..!!

Other than these conditions, u just dumb dumb hold....it will exceed rm 20.00 to reach rm 22.00 to rm 42.00 loh....!!

Trust the china fund buying power loh....!!


RAIDER SAY VERY IMPORTANT NOTE;
THUS IF U HAD HEEDED RAIDER ADVICE U HAVE SOLD EARLIER AT RM 16.00 BUT IF U DID NOT SUBSEQUENTLY RAIDER MAKE A VERY VERY IMPORTANT LARI KUAT KUAT AT RM 13.00.

THERE ARE NO REASONS IF U R RAIDER STAUNCH LOYAL FOLLOWERS, DID NOT RUN HENGYUAN AT RM 13.00 LOH...!!


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 21, 2020 7:35 AM | Report Abuse

QVM

Quality first, then Price

Always ensure Quality and Management criterias are met.

If not, discard the stock and don't even waste time on its valuation.

Your time is better spent on finding another stock.

Always look at RISKS first, then the potential reward.

Below captures an example to illustrate all the above points.



NETX

If only conman calvin and dishonest raider have been honest and truthful, they would not be swimming naked in Netx today. Scenery, Mikecyc and 3iii have all kindly highlighted the risks in this company.

Pride, stupidity and greed have blinded conman calvin and dishonest raider. Looking at these duo's posts, they are deplorable indeed. Are they kidding?

Their followers have evaporated and walked away with losses and shame. Shame because many participated in deleting the posts that were posted by the naysayers to warn them of the risks in this stock.

God forgives but the stock market can be most unforgiving. Stripped naked maybe painful but hopefully learning some valuable lessons will place them better to handle their next stock investment.


Good morning to all.

3iii


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Nov 4, 2020 11:20 AM | Report Abuse

Another very good investing book written by a fellow Malaysian.

Investing Made Easy
by Gan Kok Ann
Kanyin Publications
RM 62.80

Gan Kok Ann shares his lifelong investment insight in the form of 195 essential precepts, covering a diverse range of down-to-earth investment topics, touching on his personal successes and bitter failure.




Gan Kok Ann, a former Asean Scholar and British High Commissioner's Award recipient, graduated with a First Class Honours degree in computer engineering from King's College London, University of London.

He holds a CITP (Chartered IT Professional) title and was a software development manger, prior to his early retirement at the age of 47, as soon as he secured financial independence via stock investment.


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Nov 10, 2020 12:42 PM | Report Abuse

V-shaped recovery of many stocks' prices in my portfolio today.


akc008
53 posts

Posted by akc008 > Nov 17, 2020 9:23 PM | Report Abuse

How will the mkt reacts on coming Monday ? Strong rally or strong


Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
10163 posts

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Nov 24, 2020 11:50 AM | Report Abuse

Vaccines are welcomed. The true results have yet to be released. Efficacy of 90%: what does this mean? We are still awaiting the full trial reports, especially with regards to the safety issues at 2 months. The safety issues long-term will not be known from these trials.

Also, the pandemic will not be controlled by vaccination alone. There will still be a lot of unknowns, surprises and uncertainties.

More importantly, the public health measures continue to be observed: wash hands, wear mask, social distancing.

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