Koon Yew Yin's Blog
Good Buying Opportunity - Koon Yew Yin
Koon Yew Yin
Publish date: Thu, 21 Jan 2016, 04:42 PM
Koon Yew Yin
0 1,416
An official blog in i3investor to publish sharing by Mr. Koon Yew Yin.
All materials published here are prepared by Mr. Koon Yew Yin
All materials published here are prepared by Mr. Koon Yew Yin
If you watch CNBC you will see Cramer shouting the market down. He is like a preacher telling you that it is a sin to hold shares.
Cramer: Charts show huge sell-off could be coming
Since investors always follow the US Market, all the major stock markets in the world are falling. Most investors and fund managers are rushing to sell all their holdings as if tomorrow is too late to sell. All Fund managers will follow one another like in a herd of sheep. No one dares to take a contrarian view as there is safety in numbers.
If all investors can control their emotion of fear and think logically, all the shares will be fully valued and then there will not be any undervalue shares for you to buy. Now you can buy many good stocks at a discount. I think the following shares are good stocks to buy.
If you want to be a super investor, you must take advantage of this buying opportunity.
|
|
Favco |
Canone |
Chinwell |
Focus Lumber |
VS |
Thong Guan |
|
3rd last Q |
10.34c |
9.88c |
3.94c |
3.22c |
2.58c |
4.4c |
|
2nd last Q |
7.61c |
14.77c |
4.41c |
7.80c |
4.79c |
6.75c |
|
Last Quarter |
14.27c |
14.28c |
6.07c |
9.35c |
5.22c |
10.7c |
|
Next Q |
?? |
?? |
?? |
?? |
?? |
?? |
|
Current Price |
2.75 |
4.06 |
1.82 |
2.40 |
1.31 |
2.90 |
FAVCO
This company has strong capabilities of producing cranes that served 11 of the world 13 tallest buildings including Burj Dubai, Taipei 101 and Petronas Twin Towers. Their specialty is construction of “high speed high lift” tower cranes that move heavy things up and down fast. It also has strong branding and collaboration with partner like Caterpillar (the world’s biggest construction machine manufacturer) for its crawler crane. Last but not least, it is a cash rich company with a net cash position of RM1.15 per share. Some might argue that they involve in oil and gas sector which is very much depressed now. One who invests in this company is for its capabilities, know-how and strong balance sheet. It is a wiser bet to invest in Favco compared to other oil and gas companies as they will be in huge trouble if low oil price prolonged due to huge debt.
CANONE
Canone involves in cans manufacturing business and production of sweetened condensed milk and evaporated milk. Commodity price like milk has come down substantially which benefiting F&B players like Canone. This is evidenced from Nestle, F&N, Dutch Lady and Canone’s latest quarter result showing reduced cost in and hence higher profit. As at today, milk price is still very much depressed. Canone also owns 32.9% of Kian Joo Can Factory Berhad. At its market price today, the stake is worth RM463mil which is half of Canone’s market cap.
CHIN WELL
This company manufactures and trades fastening and wire products. Together with the sister companies Gem Year Industry Co. Ltd in China and Jinn Her Enterprise in Taiwan (each managing by a brother), they are one of the biggest group of fastener manufacturers in the world, if not the biggest.
Chin Well is the beneficiary of implementation of GST as GST charging 6% while previously sales tax charging 10%. There were a lot cheap products from China selling without invoice to avoid sales tax. With the implementation of GST, they need to issue invoice which will push the prices up by 6%. European Union imposed anti-dumping duty as high as 74% tariff on imports of certain steel fastener from China and Malaysia. There are 9 companies being exempted from this rule and Chin Well is one of them. This anti-dumping duty has been extended for a further 5 years from 2015.
In February 2015, Chin Well acquired the remaining 40% shares in its Vietnam subsidiary and now they are able to fully consolidate the contribution from Vietnam. Vietnam has slowly becoming the preferred manufacturing hub due to its lower labour cost compared to China. Chin Well’s Vietnam operation is focusing on European’s DIY market which command higher margin. Chin Well exports 67% of its product hence they benefit from weak ringgit.
FOCUS LUMBER
Focus Lumber manufactures plywood and veneers. It exports 97% of its products and mainly to USA. It is a zero debt company with huge cash pile of 83 cents per share. Its profitability has improved for the past few quarters due to the fact that Ringgit has weakened significantly over the past few quarters. As low crude oil price leads to low gas price in US, people in US has more disposable income which leads to higher spending. Furniture players will benefit from this.
V.S INDUSTRIES
VS ranked 25 of the world top 50 electronic manufacturing companies in 2014. It is contract manufacturer of Keurig Green Mountain for its Keurig coffee machine, Dyson, sole OEM for Zodiac Pool Cleaners and etc. VS has operation in Malaysia, Indonesia, China, Vietnam and etc. 90% of the sales are transacted in USD and this accelerated earnings growth for the past few quarters.
The company was in talks with new clients in US and Europe and expect increasing export orders in 2016.
THONG GUAN
Thong Guan manufactures plastic and paper products like stretch films, garbage bags, flexible packaging and etc. It is one of the biggest players in Japan’s garbage bag market by having 15% market share. Thong Guan has been expanding all its production lines for the past 1 year and new capacity has brought in higher revenue and profit which evidenced in the past few quarters. There will be further new capacity coming in 2016 hence we can expect better performance for 2016.
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Discussions
7 people like this. Showing 50 of 151 comments
Want to invest, time, trade, outsmart...market
Want to invest for the the long term, or speculate for quick $$$?
Good luck and all the best everybody!
2016-01-22 11:05
aiyoh najib already say "cash is king" ( http://www.themalaymailonline.com/malaysia/article/dr-m-najib-told-me-cash-is-king )
why u all still not holding cash?
2016-01-22 11:59
7006 LATITUD LATITUDE TREE HOLDINGS BHD
Changes in Sub. S-hldr's Int. (29B)
Particulars of Shareholder 36
Name : KOON YEW YIN
NRIC/Passport No./Company No. : 330106105161
Nationality/Country of Incorporation : Malaysia
Address:
65, Lingkaran Meru Valley, Meru Golf Resort, Jelapang 30020 Ipoh PerakMalaysia
Descriptions (Class and Nominal Value):
Ordinary Shares of RM1.00 each
Name and Address of Registered Holder:
Please refer to "Remark" below.
Details of Changes
Date of Notice : 11/01/2016
Transactions:
No. Date Transaction Type No of Shares Price (RM)
1. 11/11/2015 Acquired 32,000 -
2. 11/11/2015 Acquired 42,800 -
3. 12/11/2015 Acquired 54,000 -
4. 12/11/2015 Acquired 22,000 -
5. 13/11/2015 Acquired 56,200 -
6. 13/11/2015 Acquired 54,100 -
7. 13/11/2015 Acquired 32,000 -
8. 13/11/2015 Acquired 2,500 -
9. 16/11/2015 Disposed 85,400 -
10. 16/11/2015 Disposed 7,000 -
11. 17/11/2015 Disposed 329,000 -
12. 18/11/2015 Disposed 273,000 -
13. 19/11/2015 Disposed 194,600 -
14. 19/11/2015 Transferred 1,337,300 -
15. 19/11/2015 Transferred 1,337,300 -
16. 19/11/2015 Transferred 250,000 -
17. 19/11/2015 Transferred 250,000 -
18. 19/11/2015 Disposed 194,600 -
19. 20/11/2015 Disposed 320,000 -
20. 20/11/2015 Disposed 30,000 -
21. 23/11/2015 Disposed 299,700 -
2016-01-22 14:02
19/11/2015 Transferred 1,337,300 -
15. 19/11/2015 Transferred 1,337,300 -
16. 19/11/2015 Transferred 250,000 -
17. 19/11/2015 Transferred 250,000 -
what is the meaning of "transferred"?
2016-01-22 15:51
why he got sell, but still ask people buy?
if mean he buy at low again, then now ask people to buy at higher?
this I can understand
10. 16/11/2015 Disposed 7,000 -
11. 17/11/2015 Disposed 329,000 -
12. 18/11/2015 Disposed 273,000 -
13. 19/11/2015 Disposed 194,600 -
18. 19/11/2015 Disposed 194,600 -
19. 20/11/2015 Disposed 320,000 -
20. 20/11/2015 Disposed 30,000 -
21. 23/11/2015 Disposed 299,700 -
is this a way to trap people?
2016-01-22 15:52
Guys, if you are dirt poor, Uncle Koon might consider helping you if you wrote him a letter begging for his help. However, before he does, he will humiliate you first for your bad English and low IQ. If that is not enough, he will even go as far as publishing your letters on a public forum to humiliate you further. After helping you, he will blow his trumpet to let the world know what a great and generous person he is.
Now, you guys here have money to buy shares. Give me a reason why Uncle Koon would be so kind as to put money into your pockets by recommending good shares for you to buy. Don't be fooled by this old fox, there is no free lunch in this world. All he wanted is you guys to push up the share prices for him to make more money so that he can blow his trumpet louder.
2016-01-22 19:43
You are outdated. It is a known fact Mr. Koon has disposed or transferred his Latitude shares 2 months ago. Did he still recommend Latitude?
Always remember Mr.Koon play by the millions and he has to be one up everybody in buying and selling. No investor in his right frame of mind will tell you to buy and sell 1st before he does.
2016-01-22 20:29
Please buy to support him to exit. He is a good guy to support Malaysia education. We need this kind of people.
Mr. Koon will have my support!!
Wonder do I need to support his HHGroup and Xinquan as he didn't mention long time already.
2016-01-22 20:55
Stanleyong, u r talking about this? http://www.theedgemarkets.com/my/article/koon-ceases-be-latitudes-substantial-shareholder
2016-01-22 21:00
wei...every shares has its owner....you all so ungrateful he shared his recommended shares so explicitly meh?
furthermore he participated with these on 2016 stockpickchallenge...
surely he wont select all lousy ones laa...(as far as he knows)
he has given his reasons also...
what else you all want?
His criteria is Earnings growth ma....
he is just hinting the earnings should be good from his knowledge and findings above..
what is the big fuss now?
unless you all got counterarguments...state lor...everybody listen..focus on the stocks...not the person..
2016-01-22 21:01
天时，地利，人和。Mr.Koon lost his 人和。 Hence, the stocks he bought follow him as well.
2016-01-22 21:05
All his recommended stocks so high price now. Many cant afford. Can afford die when he download. Economy so bad, price can go down further. No win situation.
2016-01-22 21:07
He got any shares that has not rally to recommend? I want to huat like him too!
2016-01-22 21:08
currently their prices seems below the level - 31DEC when picked them up for 2016 stock challenge. So may be price is still ok lor...
furthermore...some of them are quite illiquid stocks...I am sure he will place some effort to support them to win or at least get Top 10 winners ranking in i3 laa...by end of 2016.
so risk is quite minimal...
2016-01-22 21:12
Please buy stock x .This is my strong recommendation. Have you all finished buying? All have finished buying, now is my turn to buy. This stock Y does not meet expectation. Now all of you in i3 sell. Have you all finished selling. Good, now is my turn to sell.
If you can find one such person in this world who invest substantially and with Mr.Koon winning formula that can advise all of us in i3 to buy and sell 1st before he personally does,please let us know. Use our common sense, is there such a person?
2016-01-22 21:15
very likely he will us this 2016 pick to prove his help to i3 members ma...
I don't think they will all dip by end of this year and he would intend to prove it for 2017....he is also getting old ma...
2016-01-22 21:16
To make real money or to win the i3 contest???seriously,u think koon koon will choose the latter??
2016-01-22 21:18
his name already got badly tarnished in i3....lost his integrity completely...if by end of 2016 they all dipped/lost making...
I think he will have no place / face in i3 forever.
But you guys have to be very selective on the stocks he has recommended...V.S is a no no for me...
2016-01-22 21:21
I wished he could recommend good penny shares. Virgin ones. Then profit guaranteed.
2016-01-22 21:25
Credit must be given to Mr.Koon for sharing. His intention i believe is very noble and sincere. We must do our homework and be responsible for our decision to buy or sell based on what Mr.Koon has written. Nobody is to be blamed for losses suffered. Has anybody ever said, Mr.Koon i make so much profit through your recommendation and would like to donate a certain sum of money to charity of your choice? If anybody has done that please raise your hand.
2016-01-22 21:27
If 0.20 up just half sen is already how many %? For a 2.00 share must up how much to reach the same %? U know the capital we must put out to get that tiny %? Do the math. Millionaires are made by investing in penny shares, not anything above rm1/- that have rallied. Look the mistake I made at Dsonic. Nearly wiped me out!
2016-01-22 21:32
all 6 are strong solid companies, leaders in their field. Good management, good businesses, good set of figures at low/ reasonable PEs.
The next question is...........are you investors or traders?
If investors, if you don't focus on similar companies, what companies you want to buy?
For traders, you choose your own timing.........as unsolicited advise in a public forum, it is good enough that the list of recommendations is of good sound companies, leaders in their field...............whether you make money or lose money, it is your own strategies and your own timing skills. , and your own luck.
As they say, two people can enter the same share at the same time and same price, one can lose money and the money makes lots of money.
2016-01-23 06:29
good sound companies, leaders in their field...........that is what good advisors can pick for you.
It would be irresponsible only if these turn out to be potential PN 17 companies in the future.
2016-01-23 06:38
sigh.. one must set correct rule for his own trading strategy. don't simple follow the big shot recommendation because their holding power completely different. plus in a stock market, there's no 'safe bet'.
2016-01-23 08:08
Don't pretend you know what should it take to be investors & traders, Desa20201956.
Don't act like master to teach everyone what companies should buy as investors.
2016-01-23 08:28
I no need to pretend.
I know.....right or wrong is another thing.
I no need to pretend.
You make or you lose is your own making.
2016-01-23 08:41
So Desa is God, he do not need to pretend, because he knows everything.
Better follow his advice if you are investors or traders, because he knows.
BUT, don't blame him if you lose because it is your own making.
2016-01-23 08:46
The role of the advisor is to give you a short list of good companies to invest in in order to be a super investor.
And also to avoid potential PN 17 companies.
2016-01-23 08:48
Did KYY point you to potentialPN 17 companies?
If not, he has done his best as an advisor.
2016-01-23 08:50
That's mean, if I were to recommend any company, as long as not a potential PN17 companies, I am doing my best as an advisor?
That's very low requirement, there are more than 900+ companies you can invest, because they are not potential PN17 companies.
Are you going to say: you've done great as advisor?
2016-01-23 08:55
There are thousands of professional advisors in Malaysia alone. The good ones do not recommend potential PN17 candidates.
And...an 83 years old do not trade like a 23 years old money friend.
2016-01-23 09:02
good sound companies, leaders in their field...........that is what good advisors can pick for you. ....even given you the reasons for the stock picks.
That is what KYY has given ....the rest is up to you.
2016-01-23 09:07
back to back rally treble digit rallies in DJ since this was written...even oil goes up.
The timing of this article shows the value of old ginger....compared to the nervous emotionally driven money friends.
actually, statistics shows real economic crisis happens rarely, panic selling and shouting by Cramer happens a 100 times more often.
old ginger tells you to follow probability....not emotions.
2016-01-23 09:43
just like poker and blackjack....you can play by instinct and emotions...the professionals play by using probabilities.
2016-01-23 09:48
On hindsight the timing of this article is almost perfect... Oil up 10%, djia up 200points, luckily I manage to buy some stocks last friday
2016-01-23 10:55
Djia have very minimum correlation with KLSE
The problem now is panic selling is strong in every country
2016-01-23 11:30
We will have new batch of investors coming in after all the panic seller run off and never look back at the market ever again.
2016-01-23 11:32
One thing for sure. His strategy will work in a bull market.
Buying uptrending stock for earning growth.
2016-01-23 20:58
Munger, judging from your comment, most of the readers and I can tell how successful you are in share investment.
2016-02-03 03:44
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
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Pls update xingquan as see that become salted fish already.
2016-01-22 10:31