Philip ( buy what you understand)

sleepywolf | Joined since 2017-11-22

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News & Blogs

2021-07-06 15:03 | Report Abuse

calvin tan so quiet now after someone shove lawyer letter into his underpants and he realize that his talk cock cannot be backed by real investing dollars.

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2021-07-06 15:01 | Report Abuse

never use margin to sailang up. margin is a two edged sword. For me, I only use margin when averaging down on discount day for stocks I understand.

Stock

2021-07-06 11:35 | Report Abuse

What stocks are you holding now rr88? you seem like a good trader/investor? any recommendations?

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Posted by rr88 > Jul 6, 2021 11:30 AM | Report Abuse

Normal lar. Morning in attack mode. Afternoon kena attack. Sentiments reverse. All these serba, euro, sedania, jetson, dataprep all hv rebounded 80 - 130% from their respective bottom. You are dreaming if u think they can keep going. There are times to be in the market. There are times to be out of it n move to sidelines. When they are toppish like now, stay away.

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2021-07-06 11:26 | Report Abuse

for O&M? Anyone in the oil and gas industry will tell you the highest profit margin and most stable work is in the operations and maintenance portion of a job. The bigger volume is of course in extraction and exploration, but that comes with its own huge risk.

Maintenance work is boring, continuous and stable.

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2021-07-06 11:25 | Report Abuse

I bought more serbadk today at 50 cents, huge discount from my original purchase of 1.19. Lets see how it goes long term

>>>>>>>
jasonred79 @phillip well, yes, serba's revenue from petronas should be accurate. What is unsure is that 15% profit margin on the RM400m... for all we know, it might be only 10% or 5% profit on it.

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2021-07-01 14:39 | Report Abuse

and if you think I am showing off, then that is more to show about your attitude in life as a person rather than your ability to learn and analyze.

I think you may be better off paying 12k for some guru who tells you to buy and sell penny stocks but never shows their portfolio of what they are holding and what they are buying.

At least I am honest with what I own. What stocks are you holding currently, care to share?

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2021-07-01 14:37 | Report Abuse

Some see shadows in every corner, others accept that in investing there is always win and loss scenario. The important thing to learn is how to manage risk and your losses.

As for me, I believe it is still a company that has value that I can get at a cheap price for the assets and business that it has in Malaysia. Petronas alone and malaysia business is 400 million a year with 15% earnings. how much would you pay for 60 million a year in earnings for a company? 1.2 billion? 600 million? 500 million?

Or do you think everything in Serbad dinamik is fraud including its relationship with the fake company called petronas?

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Jack Khan Uncle Philip, Why you haven't sell your SerbaD? This is not good in showing how to invest a Company that have lost trust from investor such as EPF! You must know not everyone have so much money as you and most probably someone still holding and crying because he see you still holding! You might affect a lot of people by showing off your portfolio in public!
30/06/2021 10:09 PM

News & Blogs

2021-06-30 10:08 | Report Abuse

http://www.groupliwa.com/principals.html

no one ever bother to ask whether the products carried by LIWA is still under their distributorship.

I used to carry Larsen & Turbo, or L&T is the local brand here in Malaysia which I used to design and supply for local Shell projects here in Sabah.

Instead of following the trail of suppliers and money and projects, it is much easier just to do a google search and compare faces.

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2021-06-28 20:26 | Report Abuse

Yes, compare that with my entire sales of scib warrants + kpower warrants, plus the profit taking previously...

I am still surviving obviously. What investments are you holding?

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Posted by YLR33 > Jun 26, 2021 11:29 AM | Report Abuse

Hi Philip, just a bit curious
yesterday evening after market close,
your portfolio show Kpower have unrealized lost 53K with daily lost 162k
Scib unrealized lost 80k with daily lost 120k
if my memory serve me well
26/06/2021 11:32 AM

Watchlist

2021-06-28 20:24 | Report Abuse

What more proof do you want? I am showing every transaction on my public portfolio for you to comment and look at my transactions, and matched with the dates and the performance.
I was right on pchem.
I was right on mr DIY.
I was right on topglove.
I was right on stoneco.
I was right on palantir.
I was right on kpower and scib.
I was right on QL.

How about you share your portfolio as well and keep it over the next 3 years for us to take a look?

>>>>>
PhilipIsLikeKYY Philip lost so much money now behave like KYY.KYY used to post his portfolio but since he lost 99 % of his wealth he is shy to show his portfolio.PHILIP dont simply talk you bought at 33 cts...show proof lah...no need empty talk..after the lowest was reached this morning you boasted you bought near the lows.Very very UNBECOMING of a 3 rd grade trader.
28/06/2021 4:30 PM

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2021-06-28 15:49 | Report Abuse

They have somehow convinced me to buy another million shares at 0.33+.

Let's see how.


>>>>>

CharlesT Btw how's yr internal staff of Serbak in yr Telegram Group?

Resigned oredi ah?
27/06/2021 6:07 AM

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2021-06-26 19:23 | Report Abuse

So what else are you holding now?

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CharlesT CharlesT Last year Philip never listen to my advice in glove party so he suffers tens of millions of opportunity loss

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2021-06-26 19:22 | Report Abuse

If you monitor my investments on my telegram group you would have realized my returns on Tesla, Roblox, stoneco and palantir far outweigh the losses on serba dinamik. I must admit that the recent actions of serba management is giving me a bad taste in the mouth, but at least my biggest position is still in pchem, which is still doing well.

>>>>>

Sslee @i3lurker,
I am not gloating. I admit I like to pull Philip's leg but I am actually concerned for Philip and forced him to take some action to either cut win or cut loss.

Watchlist

2021-06-25 20:19 | Report Abuse

Thanks and appreciated. But it is still a small position for me and the risk was totally understood when I got into the investment. Might be a good action to take moving forward. My stoneco position is my largest position this far abd currently my Tesla position as well bought at 575 is doing well.

I think I can survive this :)

Sslee... Do look at the transactions and look at the total profit from my scib/kpower investment ya inclusive of warrant sales. You may be surprised at how much I actually lost.

>>>>>>>
KINGV Philip,I sincerely hope you have better days ahead.
25/06/2021 5:42 PM

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2021-06-25 20:16 | Report Abuse

Sold my entire position in kpower and scib. Still at a sight profit for to selling previously earlier and all the warrants to maintain position of uncertainty. Will monitor serbadk for now.

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2021-06-25 20:09 | Report Abuse

Yes, it seems more and more likely that I will be cutting my position soon in serba due to the actions of management which I seem to be a fundamental change in business

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2021-06-23 15:19 | Report Abuse

or as someone called him... chin pendek. Good job on the listing and the sharing.

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News & Blogs

2021-06-16 13:56 | Report Abuse

Najmat Al maisan technical services? Fake company eh? Thanks for the sharing. More research to do.

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probability your judgement here is valid, however the fake company najmat llc was a big blow to trust serba..

News & Blogs

2021-06-16 13:55 | Report Abuse

I will reserve further comment until I get the EY independent review report.

Remember what happened to delloite

>>>>>>>>>

qqq3333 its perverse to accuse KPMG some how of incompetence when auditors do exactly as Bursa/ sc rules intends them to do.
16/06/2021 12:41 PM

News & Blogs

2021-06-16 09:43 | Report Abuse

I was waiting for the EY appointment as external reviewers and the addition of more independent directors to do transparency and accountability for me to commit to buy a ton more.

The next time I buy will be when EY reports on their findings and embarrassed KPMG.

521 versus 521W. Really?

It is like going to ss15 and saying the house there is wrong, when you were supposed to go to ss15/2...

And if you don't even check back and review your " investigations" with management but straight become whistleblower to independent directors... I am waiting for egg on face.

In any case, if EY says that serbadk is wrong and KPMG is right, then I will sell all my shares at a huge loss and admit I don't know everything I thought I did about serba.

In either case, thanks to serba analysts in my telegram group as well as some on the internal staff of serba in the group, I am willing and happy to share as much info as I can.

But I can do without the belittlement and trolling, which I find silly in an investment forum like I3.


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Posted by probability > Jun 15, 2021 7:38 PM | Report Abuse

Philip sifu was patiently waiting to voice something...but the relentless hammering of serba from 1.60 to 0.54 made him speechless

Today finally after yday's event he could give us all some speech

I hope he can continue doing so...really

News & Blogs

2021-06-16 09:36 | Report Abuse

Unlike you I am very active in my telegram. I share all the analyst reports that I attended on zoom with the group, and also the reason why awang was force sell his shares. Facts and data are far more important to me than your senseless bickering with no results to show.

You disappear for months after losing money on the stocks you promote.

Have you ever considered the reason why the price go up is also because someone(s) decided to buy big at low price?

Water fish like you will never understand but blame everyone for everything.

But yes, continue to be a troll, because that is what you do best isn't it? Rather than making money, you make complaints and comments.


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Posted by CharlesT > Jun 15, 2021 12:53 PM | Report Abuse

Philip has learned fm Pak Tua/Mabel...

If price rebound then i bought ytd at low price

If price drop then disappeared for days...

News & Blogs

2021-06-15 12:01 | Report Abuse

this is a story that has no meaning.

You should find your own ending to the story.

All I can say is, time will prove if we are right or wrong.

But jealous old men who learn nothing question everything except their own results.

>>>>>>>

Sslee So which monkey are you?
15/06/2021 9:57 AM

Watchlist

2021-06-10 16:05 | Report Abuse

You know what is non recourse?

>>>>>>>>
stockraider Never say never mah!

Watchlist

2021-06-10 16:04 | Report Abuse

Buying serbadk bonds may have been a brilliant move, thanks so much to choivo and Lawrence. At 40 cents to the dollar and expiry 2022, they can't afford to default on this bond. Good prices indeed.

News & Blogs

2021-06-10 04:57 | Report Abuse

https://focusmalaysia.my/markets/yinson-plays-the-distancing-game-dont-compare-us-with-serba-dinamik/

What is the opposite of FAMOUS? INFAMOUS CALVIN.

does Calvin understand the meaning of the word non recourse?

Watchlist

2021-06-09 09:57 | Report Abuse

Scenery and stockraider, please stop posting here in my PERSONAL THREAD.

I3 MODERATORS, PLEASE DO SOMETHING ABOUT THE TOXICITY OF THIS FORUM.

WE ARE HERE TO DISCUSS ABOUT INVESTMENTS, NOT TO BOAST AND INSULT AND BELITTLE.

News & Blogs

2021-06-08 09:26 | Report Abuse

Ignore fools look Calvin. He talks about God, but full of bitterness and miserable and always thinking about money, just like his sifu harvest city church.

He talks about righteousness, but he will simply link any company as bad just because it is in my portfolio.

He is full of hate and sad , I wonder if he even actually believed in God. God will never be as petty as this Calvin tan eng Yee.

And most of all, he talks as if he is very good at stocks and valuation, and yet he sold 8 houses to buy NETX which he lost a lot of money on, which is why he is acting the way he is.

It is easier for the camel to walk through the eye of the needle than Calvin tan eng Yee to enter the kingdom of God, indeed.

Small and petty fella. He sees yinson as bad, and yet promoted talamt, asiapac, scomi energy, sapura, netx, and many many more disasters. And yet he always seems to get out at just the right time.

For those interested, I have his entire list of predictions of stocks over the years. Yearly. No wonder he has a few good results which he keeps lauding, her has over half of bursa covered! 100+ stocks past year and counting!


>>>>>>>>

Felicity BUT you are relating Yinson to Serba. That is misleading people!
07/06/2021 10:52 AM

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2021-06-08 09:16 | Report Abuse

Haha serves you right Calvin tan. Lim yuern chern became so pissed off with armchair "accountant" that he decided to reply your directly and teach you a little bit about how to value businesses.

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2021-06-05 07:53 | Report Abuse

You do know karim is foochow sarawak right?

>>>>>

fools).Philip not to be racist , the question for you ,why is serba owned by a MALAY ? Soon it will like uem or idris as per what the history books said.

News & Blogs

2021-06-03 19:04 | Report Abuse

If you pick half bursa, you will get average results. Some big explosions which you downplay, some poor earnings which you push Uber the rug until it recovers, and some which you trumpet across the entire earth when it works.

But how much did you buy?

I thought you proclaims that you sold 8 houses to buy NETX... Do you deny?

News & Blogs

2021-06-03 17:21 | Report Abuse

I prefer to talk less and let my long term portfolio results do the talking for me. As for SCOMI+NETX+TALAMT mastermind? I rest my case.

>>>>>>>
Lewis Lee I haven't seen uncle phillips in I3 ages ago !
Maybe he has woken up already and dare not comment here anymore ??
02/06/2021 10:01 AM

News & Blogs

2021-06-03 17:20 | Report Abuse

NETX is the better investment right?

Watchlist

2021-06-03 16:16 | Report Abuse

Now bid price is 51. what does that tell you?
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CharlesT Posted by Philip ( buy what you understand) > Jun 3, 2021 7:07 AM | Report Abuse

Sold some serbadk shares at 0.895 average price, and bought serbadk bonds at 41, second tranche at 32.

Now bid price 29.91..........
03/06/2021 9:33 AM

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2021-06-03 16:15 | Report Abuse

apologies, there is another DK in my group as well who is very humble and down to earth, nice guy looking to learn and share knowledge together.

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2021-06-03 09:39 | Report Abuse

If you message me on telegram I can send you the full prospectus and the Morgan Stanley bid prices. I don't know how to do it over i3.

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2021-06-03 09:08 | Report Abuse

Just88, since you are a member of DK private group and he is in my telegram as well I believe, why don't you tell me how your dayang and jaks has worked out? Yes?

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2021-06-03 09:05 | Report Abuse

1 billion shares were transacted on 1/6/2021, what are you talking about? And the drop was queued since Monday when some funds were looking to sell their margin call positions. I think you are more a keyboard warrior than someone who wants to learn new things. Did you even sand the analyst meeting? I shared all the documents in my tmegram. Now the next position to buy when it gets lower. I suppose you don't even know how to buy bonds?

FYI the call to replace auditors had been ended. KPMG to remain and do the job the were asked to do but delayed due to covid.

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Just88 How to buy at 0.795 when the price was 0.89 at 9.53am, and how to sell at 0.895 when the price closed at 0.825? How creative to make 12.5% (200k) in 1 day on 2 millions shares.

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2021-06-03 07:07 | Report Abuse

Sold some serbadk shares at 0.895 average price, and bought serbadk bonds at 41, second tranche at 32.

Watchlist

2021-06-02 18:53 | Report Abuse

Create new account for the fun of it? Too much time wasted on unnecessary things, meanwhile where were you when pchem went from 4 to 8? And how about when scib/kpower went from 0.5 to 2 with warrants and dividends? Well I sold all the warrants, sold some shares, and enjoyed the dividends. So yes, I have a lot of cash to yet deploy and buy more. Trading on serbadk panic sales shares is good for me.

And another note, I also bought the 2019/2022 bonds at 40 cents to the dollar. Assuming they are legitimate and do not default on their debt, I will gain more than 100% next year, and bondholders get paid first before shareholders.

At 30 cents to the dollar bonds also picked up, distressed debt is Howard marks specialty. Let's see if I am right or wrong.

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2021-06-02 17:21 | Report Abuse

There are some obvious flaws in that red flag analysis. I'm surprised you didn't catch it.

News & Blogs

2021-06-02 05:48 | Report Abuse

So how much has insas grown the shares sales results? After selling something for money, the only reason would be to grow that sales into a more successful business right? What has insas done so far with that money? Or have they distributed back to shareholders?

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2021-06-02 05:45 | Report Abuse

I3 please do something about this stockraider. Polluting my thread, and making me no longer want to be in i3 with no moderators.

Stock

2021-06-01 10:08 | Report Abuse

bought some serba. I still dont know why the analyst meeting notes and video feed, and kpmg findings were not disseminated to the public. But, fear is when you dont have enough knowledge. I posted it on my tgram sharing group, free for those who want to look for real information instead of commenting too much. I apologize for not writing earlier, but I was waiting to pick up some shares on the double limit down drop to buy.

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https://klse.i3investor.com/servlets/pfs/120720.jsp

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2021-06-01 09:53 | Report Abuse

bought 3m shares of serbadk at 0.795. huge discount month. waiting for august independent report. looks like the result of the saturday meeting seems good enough for epf and kwsp so far. 521 vs 521W street indeed.

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2021-05-31 16:29 | Report Abuse

It's either a disaster or opportunity depending on how you look at it. Someone seems to have forced KPMG hand, either serba management or KPMG own discretion. We shall see.

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paperplane bye bye to SERBA?
31/05/2021 2:49 PM

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2021-05-31 14:42 | Report Abuse

You can check the total transactions one by one. It's all in details every single transaction. It's called all time returns since 2019.

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2021-05-31 14:12 | Report Abuse

There is another concept called IRR. My return since starting the portfolio had been 74% on large sums invested.

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CharlesT 12% return over a period of 2 to 3 years? not bad...better than FD n ICap...

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2021-05-30 20:01 | Report Abuse

I prefer tunepro... It is 90% of my imaginary portfolio and making me millions...
You should know by now to buy what you understand. For me I don't see the point of borrowing huge sums of money where you have a guaranteed monthly payment to the banks for an asset that needs repair, depreciation, maintenance and utilities which have rainy seasons and dry seasons.

>>>>>>>

Sslee Silent is golden.
Philip is doing some damage control.
Wonder why Philip like QL so much but miss out on MFCB? Good management with good long term growth.
30/05/2021 4:00 PM