If you look at your posts, every 3 months you post the same thing.

And your comments are not rational.

First you post unverified rumors that prasarana is unhappy with the gkent work on lrt3 management and they will be changed.

Then you post that if no new construction jobs win, next year construction will be zero.

So here is the thing. Why don't you just look at it from a business point of view in that gkent as a company needs to concentrate on successfully completing and hand over lrt3 project successfully before taking on new jobs?

Why not complete the big giant job that they already have, instead of jumping here and there trying to secure projects?

>>>>>>>>>

Sslee Share of result of JV: RM 182,000. 9 months: RM 686,000
When will JV contribute the expected profit?
And by the way next year construction will be zero if no new construction jobs win.
15/12/2020 6:58 PM

3 quarters increasing results. back to running step.

Its not that difficult, we can just visit the worker quarters to verify. if we are allowed to visit, can easily confirm the living conditions of the workers.

sold DKSH, 40K shares at 3.52 14/12/2020

You can see my online portfolio it has never changed

>>>>>>>>

Posted by SHQuah > Dec 14, 2020 12:53 PM | Report Abuse

Philips..... what about you ? Are you still holding ?

You can see my online portfolio it has never changed

>>>>>>>>

Posted by SHQuah > Dec 14, 2020 12:53 PM | Report Abuse

Philips..... what about you ? Are you still holding ?

Rumors sslee. You have started going around sending unverified claims?

t(dot)me/joinchat/RWf5g00eGr-PGRVonPUYXg

This forum has been around for a while now, with hundreds of subscribers and thousands of readers.

Kamu siapa leno?


>>>>>>>>

So, leno CHALLENGE" u to open one new forum (like calvinTan, philip, etc) ... and see u dare or not. In your room, u can argue with anyone, with any counter.

Sslee, can you name your source for this info? Or any proven letter saying prasarana is planning to kick out gk-mrcb from this project again?

Sslee, not really sure if you understand QL at all. But your methods of simply posting random facts up shows you don't understand how the boilermech offer works.

Well, I started posting about it on my telegram group in November, some good insights from some of the software engineers in the group. I am just reposting some of the posts there.

You can discuss more with them there.

You never saw EPF buy insas shares either.

I think if anything DK is bring TOO conservative. According to the latest projections by ALP, the power plant is projected to have a revenue of 720 million a year at 30% ownership. According to him, 1200mw plant can generate 600-700 million usd a year.

So no need to begrudge him, dk is doing a good job in getting figures on paper.

It is only a few more months away, let us just wait and see if the results garnered by dk projections is going to be worth waiting 3 year for it.

You yourself had already bought it before as well.

>>>>>>>>>>


Sslee @DK
The rosy picture of 30% = RM981m x 30% = RM294m.
What if the actual is much lower are you going to take responsibility?
30/11/2020 7:18 AM

Berkshire is even worse leh... They have never paid any dividends before.

>>>>>>>>>

stockraider Again u tell that to warren buffet berkshire hathway loh...!!

Berkshire also samething like insas nta increase due to share investment mah....!!

Thats why raider says insas is msian berkshire hathway, which again proven true loh!.

AUDITOR DID NOT SAY BUT RAIDER SAYS LOH...!!

"INSAS WITH RM 2.75 NTA & WITH INARI IT IS REVISE TO RM 4.50 COMPARE TO SHARE PRICE RM 0.865 ....Its SHARE PRICE DEFINITELY MUCH BETTER THAN QL AT RM 6.14 HALF DEAD NTA OF RM 1.34, AND worse QL ONLY CAN AFFORD TO PAY SYMBOLIC MISERABLE DIV OF LESS THAN 1% LOH"...!!
29/11/2020 1:16 PM

Haha are you seriously trying to compare a 14 billion ringgit company with a 2 billion ringgit company?
If that is the case why don't compare Insas with inari?
The difference is clear, one sells stocks for a living and the other is a real company that sells products that everybody wants.


>>>>>>>>

/11/2020 9:59 AM

Sslee Dear Maxpowar,
Just a simply question. If you will to buy out a company which will you choose:
QL or ALLIANZ MALAYSIA BHD?
Market Cap: 2,420 Million
NOSH: 177 Million
https://klse.i3investor.com/servlets/stk/fin/1163.jsp?type=last10fy
29/11/2020 10:00 AM

Owners earnings work best if you actually own the company.
However, the more important question that a minority shareholder needs to ask is this, how much more right issue will be incoming to dilute the earnings per share?

In 2015 when they won the contract, shares outstanding was 400 million. Today it is 650 million, in 2021 how much outstanding shares will be capable.

On the veracity of earnings, we are hearing multiple promises. Previously, management guided to revenue earnings in the ballpark of 240 million a year.
Today the guidance is 720 million a year.


https://focusmalaysia.my/mainstream/upcoming-vietnam-power-plant-could-bring-in-over-rm720-mil-per-year-says-jaks-ceo/

With Andy ang now saying that the power plants can generate revenue of 600-700 million usd every year, who should we believe?

1. The entire list of articles and projects given by dk66 that says he has reliable calculations of earnings?
2. The upgraded projects by Andy ang in an effort to get a higher price for the rights issue?
3. The comparable returns of other power plants in the region?

The simple fact is this. The is no profit GUARANTEE given by CEO, because there is guarantee that he will act on the behalf of the minority shareholders.

So simply put: do you trust the man to do the right thing?

If so, then by all means jaks is an undervalued gem.

But here is the thing, in the past 6 months ever since covid started, if you were to buy stocks at this time, ANY stocks at all, you would have a good chance of making money.

So isn't it better to pick the stocks with the lowest risk with highest gain? There are many stocks out there other than jaks. Sure you could make money in jaks, but would the returns really compound?

While you talk nonsense here and there, sslee had been tracking my portfolio for a long time as well, questioning my investment in kpower and scib.

Guess what, kpower today rm5, scib, rm4.8.

Insas pergi mana?

Kids who boasts like this are those that never get anywhere. Tell big stories sounds far more nonsense than those that keep a diligent record of every entry, buy and sell and results for years... Who is the dreamer here? You think you are jho low? Good luck kids.

>>>>>>>>

leno dreaming ? i am not dreaming .... i've been living my dream in my life for the past 10 years ... enjoying, travelling, running marathon, climbing mt kinabalu, yatching, watching whales at middle of ocean, helicopter up the mt. cook, err ... how about u ? still working aaa ?
26/11/2020 4:11 PM

This is why I know you are neither a doctor, millionaire or having any money at all in insas.

If you actually own shares in insas you would know how silly you question is.

Put FD forever? That is why kids like you never go anyway and think they are so smart. This mindset is why you will NEVER BE RICH.

Let me give you a simple example. Firstly, my shares are giving me 3% to 8% dividends per year, based on my cost basis. How much do you get for your FD? 1%? 2? How to get rich?

Your attitude almost ensure poverty for you.

Secondly, what fak you smoking? Who tell you I have cash? My investments are in shares which appreciate over time. I spent money and hold those shares for a long time and watch it grow and grow and grow. Kids like you will never understand.

And the REASON why I have 54 million is not because it is cash, it is because I bought topglove and glove stocks early.

if you didn't hold glove stocks, then what the fak are you doing complaining? It went up 6x since March. Of course I held it in my portfolio tracking 2019 at rm4, and sold far too early at 10.50. but you hold Insas for what? Make money or lose money?

Living dream watch whales?. Dream on kid. Your comments, the way you think and act and talk already shows how rich you are

>>>>>>>>>

very simple example ...
.....if YOU or anyone here who have RM 54 millions cash ... will u buy any shares or will u put in FD and enjoy your life forever ?

Can you ask management how much sunk costs for sengenics and how much selling price? I am interested to know. Thanks.

And also, UM now status back to top 10 universities in Asia. So every dog has its day. Insas will also have a good quarter here and there, but why sell good assets with all time good results? I'm confused.



>>>>>>>>

I can bet with Philip the sales of Sengenics will bring good profit in Q2 financial result.
26/11/2020 9:28 AM

Monopoly your head. It's a 2 year old tracked portfolio already with every transaction listed down and bought and sold. Cannot delete one la doctor Leno.

As for making money, you can ask sslee how much money he made from lctitan and star media, and pphb ( maybe).

What did you contribute to the forum other than caaaanteek remarks?

>>>>>>>>

leno yup ... dun forget to use monopoly money to buy okay ..... kakakakakaka ... jokers.
25/11/2020 7:27 PM

The question to ask is here: Insas sold around 80 million of inari in the latest quarter.. however inari has just posted incredible results, why do you cut off your right hand? do you leave your faithful hardworking wife to give gifts to your mistress just because she is young and beautiful?

sigh. ALL TIME HIGH results.... and you SELL? What are they buying instead? They sell stock, and they raise money from investors... WHY?

The correct question to ask is this: Sell INARI and buy WHAT? What is making money for them?
sengenics? oops loss money and sold. tribecar? nope lost money. Shares? Definitely losing a lot so need to cover some holes here and there.

Same story, new skin. Only those who are new to investing will think it is all fun and games and good to invest in.

Those who invested in INSAS for the last 3+ years? You ask them if they are making money or losing money.


>>>>>>>>>>>>>>

INARI
Quarter Revenue PBT NP
24-Nov-2020 30-Sep-2020 347,621 77,414 70,065

How is it a good report?

>>>>>>>>>

Diamond7 Haizzx
Good report oso can't up much!!!
25/11/2020 1:42 PM

Is it a good result?

Sslee, are you still holding on to tunepro?

No idea why, but I suspect the index funds for construction are buying, as the entire industry is having an uptick in sentiment. Plus some profits to be expected.

>>>>>>>>

SHQuah Philips and Sslee...... yesterday high trading volume and price going up. Any reason why ?
21/11/2020 11:13 AM

Wonderful use of the word fusillade, I think you are the first in the history of i3 bloggers to use such a word. Commendable.

However in investment, we need to use facts and figures, and we need to look at the downside risk before looking at the upside.

What are facts.

During a normal year, and with normal competition levels, supermax makes 100 million a year. This is the benchmark.

During the onset of covid-19, due to emergency use the earnings went up to 400 million. This is the treading water mark.

During the peak period of emergency, earnings in latest quarter went to to 800 million. This is peak emergency water mark.

So using this as our risk profile, it will definitely not be going down in the short term, but will continue up.

But what are long term GUARANTEES?
1. Spot prices and demand still not last forever. All the competitors are ramping up supply. New production from new manufacturers are coming in (at, mahsing). How long will they take to get their production up? 6 months? 1 year? 2 years? How about China production, and local Brazil competitors? In the long run we will have oversupply. Guaranteed.
2. You are using 1 quarter to project how many years of earnings? Right now the asking price for supermax is 21 billion. If you are buying at this price you are accepting the possibility of earnings to exceed this valuation. So: what is already priced in at this price point? Lets say you use your 4.1 billion earnings. That would be 5 years of covid-19 with no new competitors and no production increase by the existing competitors. If you are projecting 5 years of this covid hell, I think the country itself may fall. So, what is your margin of safety? If you assume 2 more years of all time elevation before normalization:

2 billion (existing net worth) + 4.1(2021) + 4.1(2022), your base valuation would be 10 billion. Margin of safety would then day normalization demand to be 3x of normal year or 300 million earnings per year moving forward post (2023). With this safer valuation, you would be looking to pay at least 11b or rm4 per share of supermax for it to hit minimum risk profiles. Reduce your risk, increase your gains.

With the expectations of multiple vaccines from multiple countries coming out, China already starting wide spread vaccine testing in Brazil, we can look towards 2021 for the last year of supernormal profits before normalization, meaning the minimum risk threshold for supermax becomes rm3.

So you can invest at 7,8 or even 9. But you need to know the size of the bubble, and your minimum risk levels to take.

But judging the future earnings without doing comparative growth analysis of all their comptia l competitors is irrational.

Bought a small position in DKSH, 40k shares at 3.25 average since 16/11/2020

Sold pchem 6.8 average past week, 550k shares.

No, it is because Modena, astrcenza and the others are also using spike RNA trials and also ongoing. Pfizer wants to be earlier by a free days or a week and announce to get the confidence up.

Get your facts right. It was a double blind placebo controlled clinical trial where no one was given covid.
The trial started in June for 44k volunteers, 50% received vaccine (22k) and 50% placebo (22k).

The test were done in over 6 countries.

Out of these 44k, over the period of volunteer test group ( which is increasing), none of them who took the vaccine shows side effects. Out of 22k, zero issues.

And during the control period, 92 people got covid. 10% who took the vaccine, the balance 90% from those on placebo.

That is as solid a clinical trial as you are ever going to get.





>>>>>>>>>>

Posted by SunTzu1668 > Nov 10, 2020 7:33 PM | Report Abuse

Pfizer results only represent 94 volunteers over 43538 volunteers receiving the vaccine

Harta limit down.

Yes you can see how I trade and what I hold for long term.

But have you noticed? All of my trades still go up even after I sell them.
Pphb from 49 to 66.
Star from 25 to 32
Lctitan 1.79 to 2.3.
Tagb 225 to 260.
Mrdiy 1.6 to 2.2

These are my trades in the past 2 years. All documented and tracked and posted.

As for the stocks I hold long term, you know I know la.

I don't trade much. But those I trade, it's based on a proper setup range.

But anything to learn from i3lurker? Talk so much,

Sour grapes?

>>>>>>>>

Sslee Yes Philip is very decisive feller, no nonsense, quick quick as he sold his 2 million Topglov holding for 10 years too early.
10/11/2020 1:47 PM

Good for you. 500x100x0.35 = 17,500. Your salary is much much more than this as the big senior management of PT bumimas. Are you telling me your conviction of the company is so low you only bought 17k of your favorite company during the March lows? Ooh ye of little faith. Guess how much of my portfolio % I am willing to put in for something I do understand.

Can a leapord change it's spots? I hope you do well with your jaks investment, Dennis.

But the simple fact is: how much opportunity have you lost in the past 3 years, I have to admit, in this current year which is covid-19 year, it is probably the best opportunity to make money buying cheap stocks of wonderfully run companies or profit from good company growth.

Pchem 50% with dividends from March lows.
Glove stocks 600% with special dividends.
Unisem 400% tech stocks. Dividends.
Mrdiy 37% post ipo with 54% yoy results.
QL 40% with dividends.
Liihen 300%. With dividends.
Dpharma 400%. With dividends.

So many industries, so many top companies to choose from, the value of picking the top companies from each industry, along with dividends to ride you over during this trying times.

Why choose a company that asked you to keep pumping more and more money in the the past 3 years just to keep the same shareholdings? No dividends. Many promises.

And after this is over, how many billions of shares will that earnings be share amongst?

Can you really see yourself holding this company for the next 3 years, 5 years, 10 years forward?

>>>>>>>>>

During the last 3 years, Jaks was facing lawsuits, project delays, LAD, cash flow problems, and covid19. All businesses activities, except Vietnam EPC, were facing losses. Property development division was the major drag. There were numerous fund raising exercises to raise funds for its EPC works. The latest right issue is to raise fund for Jaks to complete its ownership subscription in JHDP.

Sold mr diy 160k shares at average 2.2. the moment qqq3 daughter says he wants to buy mr diy, its time to go.

Can we just concentrate on the business itself? Too much nonsense on how the business is overpriced and not good just to see it rise almost 30% after IPO.

As stanley druckenmiller once told a guy,

I had a guy who managed some money for me come in when the stock was $82. And I think I was 62. [Note: This chronology is incompatible but whatever.] I had given myself a Tesla for my sixtieth birthday. And he had this incredibly effective analysis, like 20 pages of financials about why Tesla was a short. And at then end of this presentation – really well thought-out – I said, “Have you ever driven the car?”

Suffice to say, have you ever spent time buying things at mr diy and really looking at it?

It's really not that hard to do.
>>>>>>>

https://klse.i3investor.com/m/blog/pelhambluefund/2020-10-18-story-h1534705182-_Pelham_Blue_Fund_ANALYSIS_MR_DIY_S_IPO_IS_THE_ONLY_THING_THAT_S_NOT_AL.jsp

Reposting this before the troll deletes his post as usual.

Trolls are so full of lies that he creates stories about himself, not realizing that in trying to lie he traps himself with more lies.

So, late twenties early thirties, only have borrowed money 3k, keep gambling and losing money until everything is negative and black.

Now we know the reason behind the negativity. Those who make money are always positive. Those who keep losing money are always negative and black and full of self made stories and lies.

Clear and present danger?

Clear and present lies more likely.

So sad that young kids spend more time talking about how "successful" they are instead of actually going out there working hard and being successful themselves.

When a retiree like me can smell your bullshit, I wonder if your friends and neighbors ever tell you too?

Very sad indeed. Before IPO talk nonsense, after IPO up 8% talk more nonsense, now up 27% talk even more nonsense?

Like a movie once said, money talks and bullshit walks.

And you i3lurker, are so full of shit you have poisoned a thread to get knowledge into your own personal toilet.

>>>>>>>>

Posted by i3lurker > Nov 7, 2020 7:15 PM | Report Abuse

sslee

There is a real reason why I cannot do that.
There is a clear and present danger that someone with surname initial T will sell powerfully to me when I do that.

My father was a well known commodities trader,
you cannot invest in commodities, you can only trade.
Trading is in my DNA.
Started at age 26 in BURSA with RM3,000.00 all borrowed of course.
Had never invested in my entire life...

The First Law of Trading is that The River Water does not disturb the Well Water.

Yes, should learn to ignore trolls like these, every thread he goes to her tried to invest l infect with his weird concepts and ideas. In jaks he comments with his speed of light comments. In QL he has his own comments, diy also he got his own weird comments.

He still doesn't realize that his comments and his performance are too far apart to take him a seriously.

But waste of time to even have a discussion with trolls, they will just beat you down with stupidity and pull you down to their level.

But in the end who has the 25% returns and who has nothing but lousy comments and ideas?

Obviously the one that talks the most has the least to learn from.

Post all you won't, your "research" means nothing at all.

Speed of light embarrassment.

I will stop here. You have zero transparency. Zero historical basis. No positions.

But 5000 comments. Every single one negative.

Shows a lot more about you and a person than anything else.

Nothing to learn here from you. Moving on.

Have your fun troll, I'll just keep earning my money.

Again, did you take into account the latest qr results in the middle of MCO? Everyone is skipping the malls and going straight up the standalone shops. What has the latest qr results to say?

You are wrong. Wrong. Wrong.

I bought cheap mrdiy IPO when no retailer want to buy it, 100% captured.

Bought it at 1.60. now it is 2.04. 100 million in net profit in the middle of MCO.

So how now brown cow?

>>>>>>>>

i3lurker very sensitive to sales drops

https://www.theedgemarkets.com/article/mr-dont-invest-yet

Is this already happening to Mr DIY? The company’s same-store sales growth (SSSG) has been falling rapidly over the past three years — slowing from 6.5% in 2017 to 4.5% in 2018 and further to just 1.8% in 2019. In effect, the strong sales growth in the past two years came primarily from new store openings
07/11/2020 1:36 PM

Luckily i3lurker deleted his fake poorly thought of post.

You know young man... If you don't know no one will blame you or say bad things about you.

All you need to do to gain respect is to stick to your area of competence. If you really know about something and comment, you will be appreciated. It is when you give some silly comments that anyone can see is a troll remark that is not well thought of, that even old men like me need to scold you for it, then you should realize how one must act.

Be honest, be transparent.

If you bought a stock and you know well enough about it to comment, you will be commended.

If you don't know anything but talk so much as if you are an expert, all you are doing is making a fool of yourself.

The question now is: are you still going to embarrass yourself to the world on something you have no idea about?

If you stay quiet, no one will say you are dumb.

How do you even know that? What is the basis of your claims? Really good troll., Margins better than mr diy? Really? Operational costs alone you know which one higher to run?

I3lurker, you are like a drunk dog always barking. Bark bark bark bark. So much noise but nothing of use. Here let me show you how it is done.

First you start with a properly trackable portfolio.

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

Then you start putting in your investments and track it on the long term. If you start to have good results then you can brag or comment.

Until then you are just an internet troll with useless comments and less then average intelligence if you don't know what I mean.

Nothing you say can be trusted, you don't have a track record, and the comments you made are just useless.

Who cares if you made money on a bankrupt pn17 company. It just shows how low class you are even more than anything.

Speed of light, remember?

Not 0.73 ringgit.

It's 0.73 cents.

sslee you are still welcome at any time to join the telegram group discussion. You can see how we actually calculate and put money in proper valuation methods, not the nonsense that born trolls like i3lurker like to spit out. He talks so much nonsense is because he has no idea whatsover what is a good stock.

To a man with a hammer, everything looks like a nail.

Any luck spotting growing and successful companies yet?

>>>>>>>>

i3lurker One of my core skills is in spotting financially distressed bankrupt companies.

I can see it from just a cursory glance at the QR announcements
05/11/2020 8:57 PM

You have always been a poor performer in predicting businesses. All you have are bad comments and half baked opinions about companies that you don't understand. You like to simplify everything at the speed of light just like your shoddy knowledge of engineering or investment.

Name me one investment that you own and you think is good, and you can't even say it. Saying nonsense like "I don't own it but gdex is good, I told my friend to buy it" bla bla bla.

Why do you keep posting nonsense in the face of good growing results of a company that was performing in the middle of MCO?? You seem to be grasping at straws creating new metrics just to prove a point.

Ok your point made. You don't own mr diy. Mr diy is a lousy business. The qr earnings are all fake.

Can you stop trolling now and just walk away? No one actually wants to listen to you.


>>>>>>>>>

i3lurker more interesting info as follows

Mr DIE Retail efficiency over the years

2017 audited => 40.0%

2018 audited => 35.2%

2019 audited => 38.2%

2020 audited IPO Prospectus => 34.4%

2020 QR results 9 months => 34.7%

looks like had always been a low performer.
Not very good in retailing business at all.

===========================================

Parkson Audited 30 June 2019 => 91.7%

Parkson Audited 30 June 2020 => 75.2%


and the Winner is ==> Parkson <=== Shocking Result!!!!


Parkson 2020 results was a very bad year
but still did 2X better than Mr DIE


actually now you can see why Parkson managed to survive for so many years, it is very extremely efficient in doing Retail Business.
05/11/2020 11:43 PM