Koon Yew Yin's Blog

Bye, bye 2015 and welcome 2016 – a reflection - Koon Yew Yin

Koon Yew Yin
Publish date: Sat, 02 Jan 2016, 12:04 PM
Koon Yew Yin
0 1,415
An official blog in i3investor to publish sharing by Mr. Koon Yew Yin.

All materials published here are prepared by Mr. Koon Yew Yin

As I said many a time, all investors including my critics must reflect and check their track record to see how well they have performed. If they have not done well, they must honestly change their method of selecting shares and read all the articles I have published.

In addition, they must control their emotion to overcome their fear in buying shares or their greed in selling shares. In other words, they must improve their psychological aspect of investment.

Over the years, I have helped hundreds of people including about 300 scholarships I have given to needy students to complete their university degrees.   

I wish to take this opportunity to post the following email from Aaron Hee, an accountant with CIMB who attended my investment talk in K.L. I believe this publication will benefit all readers, quote

“Mr Koon,

2015 has been a good year for me. I made some money, my health improved and most importantly it was a generally a happy year for me.

It’s a pivotal year for me in terms of learning as I have reflected on my investment approach. Based on your experience, you have identified the core driver of stock appreciation in the context of the Malaysian market

After much reflection and observation, I have come to realise that your golden rules in selecting stocks is far more superior to the many methods that have been practised by many others. As you have said, one should reflect on one’s own track record and if possible, other track record that is accessible as well. Its’s clear that your method has outperformed many other funds and methods significantly. I have begun to adopt your golden rules in my investment approach now and seeing some early results in the stocks that are not amongst your holdings (ie. I have been buying Magni based on your golden rule and after my analysis. They recently announced their quarterly which was really good and has appreciated by at least 20% over a period of 2 months since I started buying in early November). I sincerely appreciate your generosity and guidance in sharing your methods with me. I hope to be a super investor one day. I have learnt the methods. The hardest part now would be mastering the psychology of a super investor.

When I established contact with you and gradually grew the relationship, I never wanted to pursue any financial gains from you. It’s myopic mentality and gains of such nature is only temporary, but what I wanted to gain is to learn from your experience and insights which I could capitlilise on my own in the future. As the saying goes - don’t give the man a fish, teach him to fish instead!

I hope for 2016 to be another good year for both financial and personal growth.

Mr Koon, thanks again for all that you have shared withme since 2014.

I hereby wish you a great 2016 ahead and also the best of health and happiness!

Aaron” unquote

Now Aaron has confirmed that my golden rule for share selection is better than all the methods he knows. I have been using this method to buy Latitude, VS and Lii Hen which have gone up a few hundred per cent per year.  

I would like to repeat my share selection golden rule for those who have not read it before. Before you buy any share, you must be sure that the company can make more profit this year than last year by looking at the profit growth in the last few quarters. After you have bought, you can expect the share price to go up when the company announces an increased profit in the next quarter.  

When the share prices go up, the value of your collateral goes up and you can borrow more money to buy more shares to make more profit.

I must warn you that using margin finance to invest is not meant for novice investors.

I am not asking you to buy any of the shares I mentioned above. But if you decide to buy, you are doing at your own risk.  

More articles on Koon Yew Yin's Blog
Sendai is still up trend - Koon Yew Yin

Created by Koon Yew Yin | Apr 30, 2024

As shown on the chart below, Sendai has been dropping in the last few days. Today all shareholders must be wondering to sell, hold on or to buy some at a cheaper price.

Eversendai Corporation made a remarkable comeback in FY2023 - Koon Yew Yin

Created by Koon Yew Yin | Apr 22, 2024

Eversendai Corporation Berhad made a remarkable comeback in FY2023, reporting strong profit growth. Here are the key highlights from their financial performance:

Sendai price trend reversal - Koon Yew Yin

Created by Koon Yew Yin | Apr 22, 2024

Sendai price chart below is showing its price trend reversal. It is hitting a record high.

How can KSL double its profit? - Koon Yew Yin

Created by Koon Yew Yin | Apr 18, 2024

After the stock closed yesterday, KSL announced its 4th quarter EPS which is 40.76 sen and its net tangible asset (NTA) backing of Rm 3.65. Its profit increased by 230% more than last year.

Why Sabah will leave Malaysia - Koon Yew Yin

Created by Koon Yew Yin | Mar 29, 2024

Currently Sabah Government does not know that solar panel produces the cheapest electricity???

Malaysia can be one of the richest nations in the world - Koon Yew Yin

Created by Koon Yew Yin | Mar 23, 2024

During my life time I saw every Prime Minister being replaced by another politician for one reason or another. Dr Mahathir managed to stay the longest time of 22 years.

Property Developers comparison - Koon Yew Yin

Created by Koon Yew Yin | Mar 04, 2024

All property developers have just announced their annual profit for 2023. All of them reported increased profit.

My contribution as an Engineer - Koon Yew Yin

Created by Koon Yew Yin | Mar 04, 2024

Although my writing of this article sounds boastful but I feel that it is important to keep this record for posterity. Engineers play a pivotal role in shaping our modern world.

What can KSL can do to benefit shareholder? - Koon Yew Yin

Created by Koon Yew Yin | Mar 01, 2024

What can KSL do to benefit shareholders? I hope all the shareholders will read this article so that they can attend the coming annual general meeting to vote out those directors who are seeking re...

All Investors require Anticipation - Koon Yew Yin

Created by Koon Yew Yin | Feb 29, 2024

After the stock market closed, KSL announced its 4th quarter ending Dec 2023 EPS of 12.74 sen. The total is 40.76 sen for 4 quarters. Its total EPS for 4 quarter ending 2020 was only 17.8 sen.

Discussions
7 people like this. Showing 50 of 56 comments

Desa20201956

It called convictions.
No one can make big money without conviction.

Opposite is of course also true that you can lose big if excessive conviction

There is always the yin yang



( And how to know the co will post better results in coming quarters?do u borrow the crystal ball fm otb?
02/01/2016 12:37)

2016-01-02 12:44

Stockwatch

There so many ways to skin a cat and finally it is the absolute returns that counts.Been following Uncle Koon's blog for some time..from the time the invitation to his talk in Ipoh some time ago.To be fair we have to look at the backdrop of his calls during that time and now...nobody wants to talk about the bad calls but it is the bad calls we are wiser from that experience and more resolute in filtering the stocks.
It is that experience we are better off at the game of stock-picking.
No I am not a fan of Uncle Koon or went to his talk in Ipoh but he shares his insights and approach.It is something which most of the members are yearning for...learning new approaches but we have to adapt and improvise to changing and fluid conditions of the Malaysian stock market.
Just to let you know the Singapore stock market is one of the worse performing markets for 2015 and it is on par with the Greece stock market.So the Malaysian stock market is not too bad really.So are expecting Singaporeans to add fuel and liquidity to the stock market this year?
The jury is out there.

2016-01-02 12:45

Desa20201956

It's called marketing......even Apple and Steve Jobs do marketing


( I knew his position is heavy in vs....so allocated 30% on vs in his stock list....he he
02/01/2016 12:38))

2016-01-02 12:45

Desa20201956

I think that is KYY best and honest attempt and the stocks he actually hold.....I too bought Chinwell and TGuan recently and glad to follow the master


(, do you think KYY not plan to win the competition. He only want to dispose what he bought recently.
)

2016-01-02 12:49

murali

When u saw yr stocks r in his list then u will say thats his best n honest attempt...lol

2016-01-02 12:51

Desa20201956

Murali

You cannot criticize a guy whose actual portfolio, his recommendations and the portfolio for competition are the same set.

That is call transparency, got conviction and consistency....it shows a man in harmony with his environment, at peace, relaxed, free of anxiety ....all the attributes for success.

2016-01-02 12:59

murali

Wah u can really talk....

2016-01-02 13:08

Desa20201956

Singapore has no theme to play right now.

Malaysia still has currency play and cheaper raw material play for selected companies.

Yes, it means KYY stocks still got legs in 2016

And expect Singapore money too

And money from Malaysian who in recent years went to property market to come back to stock market....I am a good example.

2016-01-02 13:08

geary

Earnings, earnings n earnings is by far the best winning strategy. Any normal person can win, just look around in your working environment, shopping complex or maybe your people next door, u will find good company to invest early. Earnings growth, by 20 t0 25 per cent every year is d ideal investments. So Uncle Koon investments strategy is a winning strategy. Thanks Uncle Koon!

2016-01-02 13:09

Desa20201956

Thank you murali

Anyone can tell you it is easier to talk when facts are in your side.

2016-01-02 13:09

timetokoon

As I said many a time, all investors including my critics must reflect and check their track record to see how well they have performed. If they have not done well, they must honestly change their method of selecting shares and read all the articles I have published.Final results of the 2105 Main Competition. Apologies for the error earlier. Was in a rush and my PC hanged during the computation process.

But where is Koon Koon????

Final results of the 2105 Main Competition. Apologies for the error earlier. Was in a rush and my PC hanged during the computation process.

1 Ooi Teik Bee 129.48% (1)
2 CFTrader 105.16% (2)
3 gohkimhock 99.78% (12)
4 Collin Soo 76.56% (13)
5 Icon8888 75.90% (9)
6 valuelurker 58.91% (22)
7 goldenluck 54.05% (19)
8 paperpalne 53.43% (24)
9 mrk2ca 52.27% (6)
10 Bs1688 51.51% (5)
11 alexchua 50.43% (8)
12 lbkeat 48.52% (16)
13 JeevS 48.06% (3)
14 Intell. Investor 43.50% (15)
15 JayC 42.00% (7)
16 NOBY 33.91% (36)
17 soojinhou 33.64% (11)
18 爱丽丝 梦幻世界 30.50% (26)
16 Tee Tom 30.38% (25)
20 YiStock 26.14% (20)

2016-01-02 13:17

Desa20201956

Geary

Good summary....
Of course best effect when applied to small under researched, small cap stocks with sudden explosive growth with great earnings transparency.

2016-01-02 13:19

Desa20201956

There is a time to koon, a time too to reflect and appreciate.

2016-01-02 13:23

timetokoon

Ah Koon think he is the only super investor. All are critics. See here how critics did 2015

Final results of the 2105 Main Competition. Apologies for the error earlier. Was in a rush and my PC hanged during the computation process.

1 Ooi Teik Bee 129.48% (1)
2 CFTrader 105.16% (2)
3 gohkimhock 99.78% (12)
4 Collin Soo 76.56% (13)
5 Icon8888 75.90% (9)
6 valuelurker 58.91% (22)
7 goldenluck 54.05% (19)
8 paperpalne 53.43% (24)
9 mrk2ca 52.27% (6)
10 Bs1688 51.51% (5)
11 alexchua 50.43% (8)
12 lbkeat 48.52% (16)
13 JeevS 48.06% (3)
14 Intell. Investor 43.50% (15)
15 JayC 42.00% (7)
16 NOBY 33.91% (36)
17 soojinhou 33.64% (11)
18 爱丽丝 梦幻世界 30.50% (26)
16 Tee Tom 30.38% (25)
20 YiStock 26.14% (20)

2016-01-02 13:29

buddyinvest

Dear timetokoon, waste no time to be critical of other people.

2016-01-02 13:47

geary

Uncle Koon investments strategy is similar to Uncle Buffett n Uncle Lynch. He is same category wz Lynch, from 900 million to 9 billion, Koon from 10 million to 100 million, dis is a 'tenbagger'. Uncle Buffett is a '700bagger' or capital gains of 700 times.

2016-01-02 13:47

timetokoon

We dun see no.1 winner 2015 Bee Bee talking about himself or belittle critics. Keep quiet better. Show result better.


Final results of the 2105 Main Competition. Apologies for the error earlier. Was in a rush and my PC hanged during the computation process.

1 Ooi Teik Bee 129.48% (1)
2 CFTrader 105.16% (2)
3 gohkimhock 99.78% (12)
4 Collin Soo 76.56% (13)
5 Icon8888 75.90% (9)
6 valuelurker 58.91% (22)
7 goldenluck 54.05% (19)
8 paperpalne 53.43% (24)
9 mrk2ca 52.27% (6)
10 Bs1688 51.51% (5)
11 alexchua 50.43% (8)
12 lbkeat 48.52% (16)
13 JeevS 48.06% (3)
14 Intell. Investor 43.50% (15)
15 JayC 42.00% (7)
16 NOBY 33.91% (36)
17 soojinhou 33.64% (11)
18 爱丽丝 梦幻世界 30.50% (26)
16 Tee Tom 30.38% (25)
20 YiStock 26.14% (20)

2016-01-02 13:49

choop818

I believe why YKK and OTB are so successful in the stock market is because they don't depend too much on fundamentals. The market is far too dynamic to rely solely on facts (fundamentals). Their stock selection is based on Anticipation. Markets trade on Anticipation - not on facts.

2016-01-02 14:26

Desa20201956

Winning big is a matter of conviction and being right, just don't let the other end of conviction and wrong cause ruins.

2016-01-02 14:32

alphajack

Post removed.Why?

2016-01-02 14:36

bgoon99

what are the golden rules?

2016-01-02 15:12

JT Yeo

Earning growing is the holy grail right. Everyone knows that before even coming into stock market. Then I must ask how the hell does Aaron know Magni will keep growing?

I went through Magni's every annual report since theyre listed. The chairman's statement is always 2 sentences long. I have no idea how the company is doing. The only way one can know is looking at track record. Unless you personally visited their factories and management, isnt it safe to say you are just buying based on past trend? Extrapolate that Magni will continue to grow just like the past?

Im not sure what so special the golden rule is. It is like saying the key to be rich is to earn a lot money.

2016-01-02 15:12

Desa20201956

It helps when you got of money already

(Im not sure what so special the golden rule is. It is like saying the key to be rich is to earn a lot money.)

2016-01-02 15:19

Goldfinger12

KYY blind follower. Buy Xinquan and proof KYY is correct

2016-01-02 15:21

bgoon99

ic... application of any rule to buy/sell is always 50-50.. and those 50% who made loss will keep quiet and shy away; whilst those 50% who are lucky to make profit make big publicity?

2016-01-02 15:24

choop818

The best of us also make mistakes. the worst of us can be lucky sometime. I'm talking of stock picks!

2016-01-02 16:11

inwest88

Stockwatch - it's been a very long while. Hope you are doing fine!

2016-01-02 16:23

yewyin33

At Xingquan's AGM, I told the board of directors that they have been well paid since the company was listed more than 6 years ago but all the shareholders have lost money because the share price has been falling down from Rm 1.80 to about 63 sen. Unless you give out some dividend all investors will not believe your audited account is true. I walked out after I made my speech. I must admit that buying Xingquan is my worst investment. As I said when I die my charity foundation can wait.
02/01/2016 23:04

2016-01-02 23:07

smartly

Mr. Koon, did you read this ?
http://klse.i3investor.com/blogs/ncnscscn/88989.jsp

are there for real ?

2016-01-02 23:22

DreamMaster

Bye bye, Big BoeullShitter KYY

2016-01-02 23:28

Ricky Kiat

if Mr Koon participate 2015 stock pick in i3 , he is one of top 3 winner. u can check he portfolio, VS , latitue, Lihen, Hevea, Pohuat . all are raise up more than 100 % in 1 year. please accept the fact.

2016-01-02 23:42

Ricky Kiat

since Mr Koon start stock investing , his portfolio start from few hundred thousand to over hundred million now. He is a legend of stock investment in malaysia . Cold eye also.

2016-01-02 23:56

Desa20201956

HollandKing Jack....KYY has proven record of "win in style"
sustainable until 83 years old.
The readers here you beware that you are flash in the pans Jack who plays with FBMKLCI. You are addicted compulsive gambler. I hereby warn all readers here to stay far far away from Jack the gambler.

<Desa you're such an old fart and you still dont know much. >

2016-01-03 00:42

whichone

Alpha jack Holland king. You are very famous now and Mali g so many enemy. Your holland investment method will not have any body trust you anymore...

2016-01-03 01:19

paperplane2016

Haha, this alpha is pure joker! He can't even show any figures tht he studied well on a company. Pure speculators shaking now after we highlight the high risks involved!

2016-01-03 01:24

murali

Wah...Senior Trader Alpha who manages hundred thousands of rm n bought half a million of comcorp n leads a big team of tea lady n toilet cleaner got so many friends in i3....

2016-01-03 06:55

Icon8888

Sifu paperplane is the best

2016-01-03 08:55

enning22

kyy has an english edu. background,a lack of understanding of comtemporary china and her politics and people's business ethic are obvious ;People there are dishornest in general.Stay away from China based companies, please.

2016-01-03 11:39

whichone

Senior traderAlphajack? I think senior Holland king Alpha jack better suit for him. I3 members hope this Holland king behave gentleman and humble as KYY rather than a gangster in I3 for year 2016. Of course paperplane much better than Holland king

2016-01-03 11:59

alphajack

awww whichone you are in your 50s yet you have so much time to pay on someone who is in their 20s like me. I am really touched by your sentiment.

Did I make your blood pressure rise? I definitely have a talent in making people so pissed off they end up damaging their health instead. You see, I have no feelings, whatever you write I cannot even rasa. But when you get api because of my statements, you are the one ruining your health while I sit here and smile with my tea lady serving me high quality Japanese green tea. Kakakakakakakaa keep it up whichone, one day hope to see you in your funeral just like many of my other uber-emotional ah pek victims

2016-01-04 07:53

murali

Posted by yewyin33 > Jan 2, 2016 11:07 PM | Report Abuse

At Xingquan's AGM, I told the board of directors that they have been well paid since the company was listed more than 6 years ago but all the shareholders have lost money because the share price has been falling down from Rm 1.80 to about 63 sen. Unless you give out some dividend all investors will not believe your audited account is true. I walked out after I made my speech. I must admit that buying Xingquan is my worst investment. As I said when I die my charity foundation can wait.
02/01/2016 23:04

Dear Mr.Koon, please do consider of the risk of the co being delisted eventually if all those are fake.

At the moment they tried to trap u further by calling for a rights issues. If u subscribe they will be very happy to receive yr new funds injected (may be ard RM15M+??). If u dont subscribe then they would just refill their shareholdings at Rm0.30 (RI price) which they had earlier sold some to you above Rm0.40

2016-01-04 09:49

murali

There is no way for you to recoup your losses from Xinquan...unless n until u came to some consensus with the China Con Con....but again that is bad karma.....

2016-01-04 09:56

i4investor

Stock God...don't worry, we know in the market, even Stock God will make mistake. For sure, your mistake is lesser than us...

2016-01-04 13:49

market

to make $$ is not to spend $$. Save ur $$ in FD dont spend it wait market index crash below 1,000 point then buy bluechip stock. Only those who dont spend $$ get richer. Eat at home, dont go shopping mall, no ktv, no drink, no cinema, no fancy staff, no stun... just save ur money gaogao, then wait the crash go in. If u earn 10k net a month save it up 7.5k. Follow my style u will get rich.

2016-01-04 15:06

i4investor

scare to heaven that time...still got much money in the bank...that's total loss...

2016-01-04 18:19

whichone

alpha jack Holland , i am just attracted by your "Holland Investment method" and not respectful to peoples (no age range--generally everybody)and further more make trap to ruin the newbies future.I knew i am wasting time to write this comments to you but at least i rescue you from your Put Warrant investment. You should thanks me...
Angry, i am angry......you have do nothing to me. Why do i angry? I guess your blood is burning now but is not me.
I am earning money everyday from stocks market. I am happily enjoy my life over here. day over day...that why i am so free to write to you.

2016-01-04 19:20

whichone

You can curse all old-man here but you need to remember that you will get all the bad thing you have done by time..

2016-01-04 19:25

greatful

is KYY losing money today? or should i ask, how many trapped by his bought?

2016-01-04 20:49

GODinvest

Lose money in xingquan only little cat 。how many uncle koon earn in vs, latitude , geshen , chin well , canone ,?

2016-01-05 01:11

yewyin33

fong7 and others who say that when I post or recommend any share, I want you to

buy so that I can sell to make money out of you; how can that be true when I own more than 100 million VS shares as you can see VS's latest annual report and I am a substantial shareholder in Latitude, Lii Hen, CanOne, Chin Well, Focus Lumber, T Guan, Favco and Xingquan. Why are you so stupid to sell all these good shares to make me so rich? As I said Xingquan does not look good now but my charity foundation can wait and I can afford to lose a little if it eventually gone rotten.

2016-01-05 03:43

Post a Comment