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  great Boring stock for years aldy. Keep going down. You must have the gut to hold, Substantial shareholder like Aberdeen kept selling abeit slowly. Until they achieved their targe, the price is not going to go up. Testing your endurance. Valuation is attractive 19/01/2018 12:18 sleepingtiger Finding support at 6.50 though Aberdeen keep on throwing. Fundamentally sound stock. Sentimentally Abredeen is fed up as it does not perform well for its shareholder. 24/01/2018 16:18 FAIRnREASONABLE Earning for this financial year should be very good, with PE likely to be just below 10. Hopefully, better dividend above 6 sen will be declared the next quarter. 27/01/2018 12:46 FAIRnREASONABLE Pleased that 20 sens special dividend was declared in addition to 8 sens usual dividend. Solid counter for long-term investors. 05/05/2018 21:22 Fabien Extraordinaire yep, its been a while since the management rewarded its loyal shareholders Posted by FAIRnREASONABLE > May 5, 2018 09:22 PM | Report Abuse Pleased that 20 sens special dividend was declared in addition to 8 sens usual dividend. Solid counter for long-term investors. 24/05/2018 14:35  Choivo Capital Fairly decent set of report. Quite ok. Im thinking of buying more lol. But really no money. 30/05/2018 21:37 Fabien Extraordinaire added more at 6.50. i like that the BV has grown above RM10 now. 07/06/2018 10:54 Choivo Capital RNAV is closer to 20. I just found eksons. Looks ok, selling at less than net cash. But shit business though. 07/06/2018 20:12 Fabien Extraordinaire i don't know much about eksons. but i have similar experience before. got my money stucked in FACBInd, trading significantly below net cash. but business is unexciting. lost my patience after 4 years and liquidated at decent profit 08/06/2018 14:36 Fabien Extraordinaire wishful thinking is maybe in few years to come when its heathcare segment starts to contribute a stable and significant source of income, perhaps a spin-off? 09/06/2018 10:15 Fabien Extraordinaire most of its debts are in yen to finance the plantation business. therefore appreciation of yen will have much negative impact. anyway, its FX translation losses. tsohg why forex loss so much at plantation segment in q1 2018? 09/06/2018 10:22 Fabien Extraordinaire possible, as their assets have not been revalued since the 1970s. if u add in the hotels as well. Jon Choivo RNAV is closer to 20. 09/06/2018 10:30 Fabien Extraordinaire perhaps Oriental can follow the footsteps of Sime Darby by unlocking much of the hidden assets, make it leaner and at the same time increase the dividends payout, ROE etc. but seriously, you won't find a cash generating machine elsewhere that is comparable to Oriental 09/06/2018 10:33 FAIRnREASONABLE Anyone can comment on the financial impact of the land reclamation in Melaka? Will it contribute significantly? 10/06/2018 16:25 FAIRnREASONABLE Hotel business in Malaysia is generally not profitable. I am pleasantly surprised that OHB's hotel division contributes decent profit. 10/06/2018 16:46 Choivo Capital I decided there is not need for me to go into net cash companies that have shit business. When they are decent businesses that are more undervalued even on a NTA basis. Such as orient, plenitude etc. However, im always very tempted to just buy like 1-2% just because its so cheap and it just feels like picking up free money. ====================================================================== Posted by Fabien Extraordinaire > Jun 8, 2018 02:36 PM | Report Abuse i don't know much about eksons. but i have similar experience before. got my money stucked in FACBInd, trading significantly below net cash. but business is unexciting. lost my patience after 4 years and liquidated at decent profit 10/06/2018 17:02 Fabien Extraordinaire assets play consists 25% of my portfolio but these companies must be profitable and at least decent growth 10/06/2018 17:45 Fabien Extraordinaire Insas Posted by Jon Choivo > Jun 10, 2018 07:38 PM | Report Abuse Other than Orient and OSk, what do you have? For net asset plays? 10/06/2018 20:34 FAIRnREASONABLE Both Orient and OSK fulfill 1) High NTA, resulting in low Price/Book Value (NTA) less than 0.5 2) Profitable consistently, resulting in PE less than 10 3) Diversified incomes, resulting in less volatility in combined business sectors 4) Consistent dividends, resulting in better return (in addition to price appreciation) than fix deposits in bank 5) Future growth Of course, confidence in top management & controlling shareholder is another top consideration. Trust deficit in top management often leads to "undervalued" share price 10/06/2018 20:38 Choivo Capital Id suggest you take a look at plenitude, daiman and KSL as well. ====================================================================== Posted by Fabien Extraordinaire > Jun 10, 2018 08:34 PM | Report Abuse Insas 11/06/2018 20:18 Fabien Extraordinaire Oh, I owned Plenitude and Daiman 6 or 7 years ago. Liquidated my positions with decent profit. I also made good profit from Kuchai, KSeng, Goldis and PMCorp. So assets play have been quite a success to me personally. Posted by Jon Choivo > Jun 11, 2018 08:18 PM | Report Abuse Id suggest you take a look at plenitude, daiman and KSL as well. 11/06/2018 20:26 Fabien Extraordinaire But i have to say need a lot of patience. Perhaps i'm lucky. Not so much patience for FACBInd though. Hahaha...gave up on the company. Return over 3 years barely beat FD. Oh ya, i also made decent profit on Paramount. I think that's all i had in regards to assets play, over my 9 years of investing journey. By the way, I also owned TA. 11/06/2018 20:33 FAIRnREASONABLE Very good quarterly profit of 35.46 sen. Hope for special dividend again. 29/08/2018 18:28  kakashit Why no analysts initiate on Oriental when they are plenty of City, Accord, Civic, CRV..HRV...BRV on the road start with licence plate V 03/10/2018 11:33 klchai123 holding all in about RM3.9 bullion cash, implies cash per share > rm6, with higher eps, dividend for 2018 should increase further. medical centre in melaka about to breakeven, car sales for quarter ended 30/9 should at least be maintained if not better. if finacial crisis do happen, big pile of cash can do wonder! 02/11/2018 23:38 Fabien Extraordinaire good results. BV increased to 10.57 as usual, market continues to ignore Orient 29/11/2018 20:22 Fabien Extraordinaire wah very close to mine my cost price is 6.16 i bought Orient many years ago, sometime around 2014 i think at 5++, sold within a year at 9++ 3iii said orient is a value trap. i dont mind waiting 10 or 20 years for value to emerge. coz i know Orient is worth more than RM15. 17/01/2019 17:33  Icon8888 Sometime no need to think too much. Just dumb dumb hold To be honest my stake not big so I don't mind if it is not very sexy 17/01/2019 17:40 Fabien Extraordinaire abeerdeen dumped their shares as they ran out of patience. end of day fund managers have to correct their underperformance. they cant afford to be like us, holding 10 or 20 years. orient, in terms of share price, has been trading within a tight range for years. 17/01/2019 17:44  |
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