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2021-08-26 17:19 | Report Abuse
and that is why you are a rookie.
>>>>>>>
wallstreetrookie No longer a good long term investment. All the medium term catalysts have been used up. Moreover, retail F&B is a dying business and the poultry industry is getting more and more competitive and crowded
23/06/2021 10:13 PM
2021-08-26 15:49 | Report Abuse
why buy useless palm oil stocks which is badly run, and can't even keep up production and make money (which is why palm oil price is even high now), when the production comes, the prices will crater as usual.
Instead, buy pchem, which sifu calvin talk so much nonsense about, but came in 900% more yoy results, magnificent 1.5 billion in EARNINGs (more than almost all of the earnings of all the palm oil counters combined in bursa), and best of all can be bought for very cheap price as management has guaranteed a 50% payout of earnings every year.
How much is that? 3 billion in earnings as dividends paid out every year. Who bought a ton at 4.09-6?
Definitely not calvin tan, who only know how to badmouth stocks but doesnt know how to buy anything.
Very sad.
2021-08-25 16:09 | Report Abuse
writes like calvin tan eng yee. smells like calvin tan eng yee. Even uses funny acronyms for companies like calvin tan eng yee.
One thing is sure, the smelliness of calvin tan stocks is so bad he has changed a new name and character to push his stock picks.
>>>>
(SENSING EAGLE EYES RESEARCH)
2021-08-25 16:07 | Report Abuse
My smallholding plantation made more money than rsawit this quarter, and I am retired...meanwhile pchem 900% YoY. why buy lousy short term stocks, when you can stick with long term monsters ?
>>>>>
calvintaneng Insider started buying Rsawit on the quiet
Good days are ahead
30/07/2021 7:57 AM
2021-08-25 13:50 | Report Abuse
earnings all time high, net profit margin also all time high. very good set of results.
2021-08-13 12:57 | Report Abuse
so how much leno porfolio performance? I am sure it is goo... wait I think leno doesn't even have an imaginary portfolio. Talk so much nonsense for what?
2021-08-13 12:42 | Report Abuse
that is a commendable result lee, i myself am down a lot from serba drop, hopefully the EY report incoming will do a bit to recover my costs. you are getting much better with reading and investing and trading, congrats!
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Sslee Dear leno,
My portfolio plus my trading gain is now 500K+ up compare to 1st Jan 2021.
Thank you for asking.
Stockraider, Sedikit demi sedikit lama-lama menjadi bukit
13/08/2021 12:31 PM
2021-08-13 10:43 | Report Abuse
If sslee is selling his warrants to you, what are you trying to sell snake oil? Your claims are full of nonsense.
Go back to your cave, they are missing their trolls there.
>>>>>>
leno Insas-WC 40 sen vs Hartalega RM 7.00
10 baggers in my hand is better than 1 bag in your bush.
U presume too much, u make up all the future revenues and profit.
Gloves is a no barrier business.
Anyone can become gloves producers in a couple of months.
All investors knew these already.
That is why gloves investors are in FEAR.
Betul tak ?
2021-08-13 10:41 | Report Abuse
I bought scib kpower at 50 cents post split sold all the warrants and collected all the dividends. 400% returns. You don't know how to read transcripts?
As for serba, I bought the bonds at 30 cents to the dollar. You know what is bonds?
2021-08-13 10:39 | Report Abuse
Look at it this way, precovid
FOB 100 gloves was around 2.50
In April May as choivo pointed out to me the highest was 8.50 FOB 100 gloves
Definitely the reason for the crash in July it was selling at 5.30 FOB 100 gloves.
The asp is definitely dropping, but definitely also true is the fact that the volume is increasing.
But guess who is not being embargo to sell in USA ?
Who is not under investigation by NHS? Hartalega. As their reputation increases and not bullying their customers but selling at below the market price for gloves, my estimate are for the FOB to drop to around usd 4.20 per 100 gloves for nitrile.
The asp dropped with increasing production.
As for confidence: a simple question remains, what is the delivery supply times for hartalega gloves to date? Very simple question and very simple answer. How long is the waiting times for delivery?
Proton x70 waiting times now reaching 6 months due to supply constraints.
You can easily check for hartalega how long now is the supply chain wait times. They are still very much in demand.
That is the thesis for my investment. A company with products that is in demand with months to wait for supply selling at a reasonable price to market with the highest quality approved by all medical bodies around the world.
Selling at a fair price.
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wkc5657 What gives you the confidence to say that 2b per quarter can last for at least another 1 year to even 2 years?
Other glove makers also increasing capacities, and overall asp are forecasted to drop over the quarters. You implying that hartalega can maintain their asp for extended time frame?
12/08/2021 12:18 PM
2021-08-12 11:40 | Report Abuse
the contract wins are out.
2021-08-11 12:09 | Report Abuse
bought hartalega on monday, 500K at 6.7
2021-08-09 11:58 | Report Abuse
if you look closely, there is a section under stock performance, wealth creation and transaction group, which outlines the IRR. that is why you need to look at the overall performance, not just childish comments of cut lost.
The difference between my portfolio and your portfolio is that everything is connected.
and IRR of 16% since inception currently (from 25% last year) shows that investment results are lumpy instead of forever make money like how most traders will tell you. the only difference is I don't cover up my losses and only show profits unlike many "newbies".
Know the difference. Its not about how much you have, but how you navigate your rick/reward strategies.
2021-08-09 11:54 | Report Abuse
so if you see my transactions with pchem and topglove and my other investments, look at the total results and as it becomes a entire philosophy instead of just one transaction. that is why they call it an investment STRATEGY, not gambling.
2021-07-27 22:54 | Report Abuse
Why waste time with this type of article? Is kyy 80 years old or 8? Why not just let his investing prove his results instead of writing this rubbish?
2021-07-20 09:29 | Report Abuse
I do agree with steel stocks being over pushed, I already sold my steel stocks a few months ago for a nice profit, I think the story will be as floaty as assuming palm oil stocks will explode like what calvin tan thinks.
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.
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.
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.
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.
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
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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.
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?
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
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.
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
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
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
2021-06-26 19:23 | Report Abuse
So what else are you holding now?
>>>>>>>
CharlesT CharlesT Last year Philip never listen to my advice in glove party so he suffers tens of millions of opportunity loss
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.
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
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.
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
2021-06-23 15:19 | Report Abuse
or as someone called him... chin pendek. Good job on the listing and the sharing.
2021-06-23 15:18 | Report Abuse
Finally, Chin pekat shows his fangs. good ipo.
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..
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
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.
>>>>>>>>
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
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...
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
2021-06-10 16:05 | Report Abuse
You know what is non recourse?
>>>>>>>>
stockraider Never say never mah!
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.
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?
2021-06-10 04:49 | Report Abuse
Armchair analyst Calvin tan is now a star.
I wonder if he knows what non recourse means.
>>>>>>>
https://www.vice.com/en/article/akgkwj/operation-trojan-shield-anom-fbi-secret-phone-network
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.
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
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.
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.
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?
Blog: NEWS OF TABUNG HAJI TAKING PRIVATE THPLANT: ANOTHER PRO-ACTIVE PALM OIL COMPANY MANAGEMENT SEES GREAT POTENTIAL IN PALM OIL, Calvin Tan Research
2021-09-02 11:03 | Report Abuse
First time you know calvin tan?
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The only unchanged is, someone has bought a lot palm oil stocks and now publish nonsense reports in hte platform to lure uneducated investors to follow the footsteps.
Evil tactics.
02/09/2021 10:39 AM