Intrinsic value
Dear KYY, Suggestion for you.
dunspace
Publish date: Tue, 06 Mar 2018, 09:42 AM
From your recent post, you mentioned that you are currently cash rich in your portfolio.
I personally recommend you to buy INSAS. I do not mind sending you my research detailing the valuation (We can find a way to exchange emails). In short, Insas is in need of more shareholder activism which you are competent in. As long as the company interests are aligned with shareholders, the share price will most probably fly as it is heavily undervalued.
To persuade you into looking into INSAS, here are some quick facts:
1. NTA at 2.49 per share, share price at 0.9
2. Most of tangible assets are LIQUID ASSETS.
3. Unrecorded associate company value that is equivalent to INSAS whole market capitalisation and more.
4. Cash generation improving.
5. Liquid assets can easily cover all borrowings. (Spare amount of liquid assets is equivalent to capitalisation)
This is just the tip of the iceberg. Thank you for your time.
Edit: You are mainly looking into profit growth prospect, I would like to mention that if you are judging Insas, you have to take a period of years average to compare. Ex: comparing 3 years period. (business nature of Insas). I believe once you take the time to research, you will realize the profits growth prospect in the coming years for Insas.
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Discussions
2 people like this. Showing 46 of 46 comments
his rule is PROFIT Expectation, he predicts the profits growth in the future. however, insas is a little different from his usual companies as net profits fluctuates (Business nature)
2018-03-06 09:50
YOU GOT READ UNCLE KOON POST PROPERLY OR NOT? ALL YOUR 5 POINTS DO NOT HAVE THE MOST IMPORTANT POINT UNCLE KOON IS LOOKING FOR. AIYOYO...UNCLE WROTE SO MANY TIMES ALREADY, YOU GUYS STILL BLUR BLUR..
2018-03-06 09:51
his mainly looking at profit growth prospect, Insas does have profit growth prospect. however, you need to average the earnings out in a few years period to compare because of the nature of Insas
2018-03-06 09:55
Dear Mr KYY, please have a look at PTRANS (0186) since you are from Ipoh, it's very near for you to analyze their business sense. This is growth stocks :)
2018-03-06 09:56
Fellas. Grow up & get real. Your great, grand, glorious Uncle KYY is going to get fukked big time after this coming GE14.
2018-03-06 10:29
Posted by apolloang > Mar 6, 2018 10:31 AM | Report Abuse
his house is gated community,the security won't let u in.....hehe
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Really. Oh, he will still be fukked, big time. Better believe it. Just like his good friend Stanley Thay of Supermax fame.
2018-03-06 10:36
Posted by dunspace > Mar 6, 2018 10:51 AM | Report Abuse
why are you so against him?
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Why not.
2018-03-06 11:56
KYY, buy back your CANONE lor. what's not to like abt CANONE? price now is lower than what you sold previously, grossly undervalued with increasing quarterly pft, low p/e and high NTA, owns 2 other listed company (kian Joo and Boxpak) with controlling interest and bought cheaply and now effectively a f & b company in the category of Nestle and Dutch Lady with much lower p/e. their turnover and profits are now driven more by their f&b division, no more the can business.
2018-03-06 12:09
The stock for Koon to buy already features large in his portfolio - JAKS. He should put his spare funds in his mouth and mount a takeover for control as he believes JAKS will be extremely profitable with the Hanoi power plant. The present BOD are hostile to him being appointed as a director despite he and wife being the single largest shareholders. What a bum situation for him! Terrible insult plus injury to his reputation as superinvestor. Got jacked alright!
2018-03-06 16:17
I would suggest Hibiscus.
A growth company reported profits for 6 consecutive quarters.
Competent management team with achievable vision for the next 4 years.
https://www.thestar.com.my/business/business-news/2018/02/24/hibiscus-the-story-of-a-successful-spac/
https://www.youtube.com/channel/UCLp8hXSUNMQM3xxvGoVoLmA
2018-03-06 16:41
Insas share price only 90c,even with very good profits because they stingy to declare good dividends. If they declare good dividends, with a good dividend policy, surely share price can rise up further !!
Anyone care to pressure management to have a good dividend policy!!
2018-03-06 17:39
Insas has lots of cash which they can easily declare good dividends. Is,the management consider the cash hoard as theirs?? They should reward shareholders..Thats why share price is only 90c. Should be mr2 at least..
2018-03-06 17:52
Uncle KYY,u may study SERBADK this counter, good dividend and bright promising
2018-03-06 20:59
Asia's Biggest Currency Gain in 20 Years May Be About to End
https://www.bloomberg.com/news/articles/2018-03-06/asia-s-biggest-currency-run-in-two-decades-may-be-about-to-end
Start buying export oriented stocks.
2018-03-06 21:30
Easing Geopolitical Concerns May Lead To Strength On Wall Street
http://markets.businessinsider.com/news/stocks/easing-geopolitical-concerns-may-lead-to-strength-on-wall-street-1018130192
2018-03-06 22:11
Dear Mr KYY, if you are reading this, i would suggest either HaiO or Yee Lee.
2018-03-06 22:27
Buy semiconductor stocks now!
KUALA LUMPUR (March 5): Malaysia’s January 2018 exports grew 17.9% year-on-year (y-o-y) to RM82.9 billion, fueled by stronger demand for electrical and electronic (E&E) products and commodities, which included oil palm goods and liquefied natural gas (LNG).
http://www.theedgemarkets.com/article/malaysia-january-exports-179-year-imports-116-higher?type=malaysia
Tuesday!
Inari + 5.59%
Unisem +1.95%
Pentamaster + 5.09%
Vitrox +1.14%
Kesm 0%
Vis + 3.49%
MMSV +0.66%
2018-03-07 00:29
Semiconductor trends are considered to be leading indicators of technology and broader electronics demand.
2018-03-07 00:32
Malaysia's trade exports grow 17.9% to RM82b
"The main contributors to the increase were exports of electrical and electronic (E&E) products which surged by 27.1%, followed by chemicals and chemical products (23.4%), iron and steel products (60.9%), optical and scientific equipment (18%), manufactures of metal (14.8%) as well as transport equipment (32%)."
2018-03-07 00:34
Kyy is in hot sop now cos the thief gangs is eyes him like an eagle eyes . Now his hse is been visited by tax authority & margin facilities aldy cut to small portion. Dunno what will happen next.This prone him to sell HY n next will be Jaks I guess as a precaution as market n political environment is not stable .
2018-03-07 08:56
Global semicon sales surge to US$37.6b in January 2018 | http://www.klsescreener.com/v2/news/view/350511
2018-03-07 08:56
Do you think Uncle Koon needs your advice? He probably has ten counters more promising than the stuff you are peddling.............
2018-03-07 09:42
Hey pussy puss puss cats. You mean to say it's all right for Insas to hoard all the cash. Purpose in investing is to get a return and decent ongoing capital growth. If we can't get both this, then might as well not invest in Insas. So why are you parking your money as an investor in Insas and get nothing!! Put in FD at least. Shareholders should pressure management to distribute yearly dividends. Haha. Tit tut. Tak tak.
2018-03-07 10:26
koon no need ur advise. he sold hengyuan 3 months ago when asking u all to buy (such a good stock with low p/e, i cannot find any reason not to buy)
he has more research than all of u
2018-03-07 12:00
Growth means it must be external dependable (have biz overseas) as internal country growth are limited and selective....big ticket purchase means it must be a friendly party at the seller end or liquidity must be decent.
With his inclination to opposition, I would not be surprise he will put his chips in Supermax
2018-03-07 19:33
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ask him buy lctitan better lo.
2018-03-06 09:47