Dear sslee, did you manage to buy Pchem at cheap cheap prices?

Why would I buy tagb at 0.255?

At these conditions, and with 70% ownership, I'll take up the buyout.

They are the largest shareholder by far, and SC already say you cannot pull back. As I am a minority shareholder, I say sell!

>>>>>>>>

Seek Philip, any chance that tony can still sabo the deal as this require Ta minority approval?
03/06/2020 10:18 AM

Started a small trading position for tagb at 0.225 after SC sent the letter saying that ta must honor the vgo agreement of share swap or cash offer 28 cents per share.

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707-How_to_spot_Red_Flags_in_Growth_Companies_The_rise_and_fall_of_WEWORK.jsp

The lies that investment bankers tell, why is Maybank analyst doing seminars and writing articles saying that the TP of topglove is rm20?, And yet their ceiling price for margin borrowing is valued at rm9.41?

Isn't this the least dishonest and unreliable for one side to say topglove is worth this much, and yet use my selling price as a guide to value how much risk they can bear for topglove?

Funny how some people value stocks.

Nathan, just because you posted an article doesn't mean the share price will just jump up to the sky like that. You need to be able to buy serbadk and hold for 3-5 years so that the block 7 investments will complete, the asset sharing of power plants will generate long term income and growth is assured. Right now you are INVESTING for the future, if you cannot hold for 6 months to 3 years, you will not be a successful investor.

>>>>>>>>

Posted by NathanEmumalai > Jun 2, 2020 2:56 PM | Report Abuse

Be prepared for Serba Dinamik to be included in KLCI constituent. The share price is stagnant at this level because they could be preparing for huge rally for it to be included in KLCI. RM6

Bodyshop products very nice? How does it compare to kiels, sephora, sasa, loccitane, the honest company, estee lauder, kanebo, etc etc etc, so many options, how does body shop become the shop of choice?

Supermax is worth 1/4 of PCHEM. One is 10 billion, the other is 40 billion.
But pchem revenue and earnings in 1 month, is more than what supermax earns in it's best 12 months.
So... In reference:

In one quarter of 3 months: PCHEM makes 4 billion in revenue and 600 million in earnings.
Supermax can do 2 billion in revenue and 600 million in earnings for the next 10 years?

Right now topglove is worth almost as much as Pchem, 40+ billion range

Except pchem does 4 billion in revenue and 500 million in earnings.
Pchem does more business in a quarter than topglove does in its best year.

What am I missing?

Maybank IB Share Margin Valuation (Newly Revised)
as at 2nd June 2020

Comfort @ RM2.29 ; closed @ RM4.20
Harta @ RM8.97 ; closed @ RM8.97
Kossan @ RM7.87 ; closed @ RM9.13
Supermx @ RM3.38 ; closed @ RM7.95
Topglov @ RM9.41 ; closed @ RM15.54

That is a bit racist, but to reach their own. You can also try to ask Bursa Malaysia directly, but as their personal is also a lot of Malays like you said, they may not be willing to help you. I myself have a long relationship with my Maybank and bursa investment bankers, so o don't find that problem at all.

Thanks and have a good weekend

Post removed.Why?

Ok. May I recommend the Maybank investor banking? Mine are very helpful and will be more than glad to help their customers.

Can you ask your trading account representative? It would be easier and faster that way.

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eawave philip, can you please let me know how I could find out the amount of shares in big funds hand and the amount in retailers hand, everyday?
02/06/2020 9:55 AM

Have you ever made money in stock market before? I have and the feeling is definitely not horrible!

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Posted by apple168 > Jun 2, 2020 7:28 AM | Report Abuse

Hv you bought and tried topglove gloves? We bought one box and the quality is horrible!

Please keep it down. It is to my advantage of QL is not included as I just bought at 8.18 in may after receiving some funds from government prihatin project. Hopefully it will drop lower so I can slowly buy more. This klci thing is making my shares speculated which is irritating to me.

Hi windy? How do we support you.
1. We do not know your real name, and can only assume you are 46 years old.
2. You have sold all your Jaks shares, how can we support you to become CEO of JAKS when you don't support it yourself?
3. Do you have any experience in power plant, business management or previous experience as CEO? More importantly, is Jaks your father company?
4.alp has 50 million to buy cheap Jaks shares, do you have the same? He also had 80 million underwriter in proxy share to support him during bod meeting, how about you?
5. I doubt the total retail buying capability of dk66 followers can commit to more than 8% of outstanding shares. And I don't think 50k monthly salary is mediocre for you. But even 600k yearly salary is enough for you to change management, if KYY couldn't do it, what makes you think you have the ability to do so?

Good luck anyway.


>>>>>>>

Windy1974 Philip. Indeed the management was not acting in the best interest of shareholders. For self interest? FYI, i have sold all my JAKS shares due to uncertainty. Only holding 150k of JAKS-WB now at 0.623 everage price.
Let's see what happen...
If all DK66 followers willing to support me, i will be a dumb CEO of JAKS and promise to cease all JAKS business except PP. I will distribute JAKS 80% income as dividend. And i will get a mediocre RM50k monthly salary.
Please support me when the time comes. Will buy back approaching COD

To those who are holding glove stocks, when the banks themselves are capping margin ceiling prices, you know it's speculative. When your uncle and auntie is taking out FD to buy glove related businesses and everything else because glove stocks are overpriced, you can hear the polar ice caps cracking.

Dear Margin clients

Kindly take note starting today there’s a revision of *Price capping for the Glove counters* below

*35% price cut on market closing or the price as stated below, whichever lower*

1) COMFORT (2127) RM2.35
2) HARTA (5168) RM8.15
3) KOSSAN (7153) RM5.65
4) RUBEREX (7803) RM2.31
5) SUPERMAX (7106) RM5.00
6) TOPGLOVE (7113) RM8.64

_If you have glove counters in margin account and have Margin call, can regularise by end of June 2020_

Thank you

Hi this is very interesting. Can you share the announcement of suspension to SD?


>>>>>>>>

Posted by 8dragon > Jun 1, 2020 12:40 PM | Report Abuse

UAE had suspended all mega projects due to covid19 pandemic, of course include projects awarded to SD....

At 40 cents definitely has value. At rm1.20, won't touch with a ten foot pole.

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oldie99 Just sell off the rights if do not want to subscribe.
01/06/2020 11:18 AM

If you want to promote your own stocks start your own portfolio please. Show how much you buy, when you buy, what price you buy and your total position size. Otherwise all you are doing is calvintaneng buy call with no responsibility. I detest people who do these kind of investing strategy.

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Lazycat sell topglove and buy... scomnet,myeg,scientx ,definitely not pchem,gkent
01/06/2020 11:16 AM

Haha my limit is 1 trading call per year, any more than that I can't sleep at night. Ok lazycat, please hold your share, topglove sg is at 6, which is around rm18. So you can enjoy topglove at rm20, before you have to answer the question, sell and buy what?

How did you calculate that?
>>>>>

Jeffreyteck Cash balance is 110 m

Did you manage to buy any pchem below rm4?

Why you follow? I bought at 8.33, I received 79 cents in dividends, I bought at 4.09, now is up to 6.3. do you admit following sifu is a bad call? Now got profit and dividends, so is it a bad call?

How about your other picks? Show me your entire 1 year++ portfolio, what is your total results? You only follow pchem call? How come never gone QL call, topglove call, star call, pphb call, yinson call last year up to 7.12?

Very weird, I'm not like other sifu sharing buy all only, these are all stocks I really own and understand. You do blind investing and blame others for cutloss? My holding period is already said is 3 years after pangerang open up, it's in my article where I highlight exactly why I buy Pchem, with a target hold of 3-10 years.

How did you turn a long term investment decision into a short term trading call? Pangerang not yet complete you already sell. Now you blame me? Trader want to be investor?

I will admit it, pchem was a bad call for you.

Traders should never be long term investors, because no discipline and full of emotions.

I also bought topglove last 1.5 years, why you never follow?

So, now that we have not 1 rights issue but 2 in recent years, with more dilution expected, the question becomes what happened to the money? The construction gains that was supposed to pay for the 30% ownership? Why are JAKS investors being asked to dilute in such a way right in the middle of MCO when price is at the weakest.

Can honestly say that management is acting in accordance to shareholders interest? Now with the underwriting and alp dilution to buy 50 million of shares at 40 cents in JAKS, have you ever wondered where alp is going to get the money to do such an activity?

Yes the PP is very straightforward. But you as the minority shareholder, have you received any dividend from JAKS before?


>>>>>>>>>

Posted by Windy1974 > Apr 5, 2020 3:52 PM | Report Abuse

Hi Philips. You are indeed knowledgeable and your argument is valid. Yes, I am a JAKS holder and i reckon it's always good to have such meaningful arguments. You invested in solid and well managed companies and I always believe it's not the sector but the management that's crucial. Eg. Layhong vs QL.
On your statement below. Obviously, you have gathered some infos. The PP is run by a reputable China company. So, the issue would be what gonna happen when the money come to JAKS. If the management doesn't act in accordance to shareholders interest, can we kick them out? From shareholding, ALP doesn't seem to hold majority in JAKS? Can I say that the business is PP is so straight forward that any professional CEO would get the result as expected?

Ok. Congrats on making tons of money!

Warrants cannot get dividends. Karim unload warrants to buy shares is a smart idea during this period. Shares is paying 1.2 cent dividend. At
My lowest price I bought rm1.12 in march. Today the dividends will be earning me 1.2 cents or 1% dividend. So if every quarter get dividend, holding warrants long term may not be the best option, especially if they don't use the dividend money to do share buyback instead to maintain liquidity.

>>>>>>>>>

Posted by greedy44444 > May 31, 2020 2:20 AM | Report Abuse

Why Karim unloaded so much warrants ? Does it means that the mother share won’t go up beyond 2.62 in another 4+ years time ??

Yes confirmation bias is the worse problem of new investors. They think they have to defend their stocks instead of letting results do their talking. A very simple question, why would you sell 20% of your holdings as a core director with 20+ years of experience, what are you going to do with 60+ million bonanza?

Honestly, does anyone think the share price of glove stocks post covid will be higher than during covid19? If the answer is yes, then is it possible for you to time the market and know exactly when investors will start selling glove stocks.


>>>>>>>>

erseushermes Aren’t you curious why Dato Lau sells when everyone says price will go up? And shouldn’t he know the business better ? Very curious
30/05/2020 8:00 PM

What kind of explanation of that?

I have been to hutang melintang before, and Leong hup layer farming in Bukit gambit Johor. Y both have the exact system going on which is learned from Tyson industries. Their chicken beds and egg layers were also from the same source.

Have you visited their farms before? That is why I'm confused, what is Leong hup doing that is different from QL? I'm not looking to argue here. I'm actually very interested to know, because I have a lot of money invested in QL, so if you can provide some information I would happily treat you bak kut teh. If you can join my telegram discussion to talk further I am even more in your debt.

But I need dinner information, which farm did you visit for lhi, and what is the difference between lhi and ql layer farming method? If you repeat rubbish, dirt etc I don't understand.

What is different from lhi Johor operations that are being done that is different from hutang melintang operations by QL?

>>>>>>>>

upersaiyan3 Philip, you know, rubbish, like dirt. Dirt you know?

Still don't understand? Go buy some chicks from QL, buy their feed, and raise your own chicken. Then maybe you have a chance to understand.

I said LHI is " professional chicken breeder by international standard. ".

That means LHI is two level higher than QL in poultry at least.

Its like PhD and high school graduate both can get a job, but level of knowledge is different. Layer is easy to do (QL). Layer breeder is more difficult. LHI got grand parent stock which is the parents of layer breeder.

You have no interest to learn anyway.
30/05/2020 11:57 PM

FYI, the reason why the PE is high is because they will be deploying 2 new FPSO soon with daily charter service rates not fixed by oil price per barrel. Long term earning contracts and profits.

Ok Shernlee, you too.

I've been holding YINSON since 2013, so I think I will still follow this stock up up up.

Young kids like you buy gloves based on price, I sold topgloves based on the convertible bond which was valued at 6.3, when they raised the 200m bond. At rm8, the bond was in the money and confirmed full conversion and 10% dilution of topglove stocks. Doing selling at rm10.30 was already very overvalued intrinsically based on long term prospects.

But young investors think covid19 going to last forever and glove sales asp going to go up up for the next 5 years.

So funny.

Your sapnrg from 0.315 drop to 0.09. your potential is good meh? Don't forget our bet end of the year Bak kut teh lunch. If you keep talking, I will invite all the orphans from seri mengasih to come join me on a bus driver.

INSAS 0.69(0.62)
Ql. 6.9( 10.12)

>>>>>>>>>

stockraider This sohai Philip still talk bad of insas investment in sengenic, does Philip knows insas already more than 1000% in terms of potential ahead gain on sengenic now leh ??

Revenue growth but continuous 6 years of growing losses. What's the point of doing a business if it's not making money?

Hot air trolls like you are always around, but never dare to show portfolio because full of red red results. Who needs to make 50x in 2-3 weeks. I just need to make 15-20% consistently every year CAGR average, over ten years I can compound my profits, unlike those who lazy n cats who gamble in stock market, one day jackpot, the rest of the year lose money.

>>>>>>>
lazycat so easily get agitated lol, now im sure you are fisting ur heart really hard when u see topglove keep going up , and u missing out 50%++ profits in 2-3 weeks time
30/05/2020 6:55 PM

Ok lazy cat, whatever you say. This is a investment forum, what are you contributing except hot air

Dec quarter
For QL chicken and egg business And family Mart business is 749 million, profit is 40 million, 5.3%
For LHI business is 1.5 billion, profit is 50 million, 3.2%.

How is LHI business better than QL rubbish business?

Dear Saiyan, please help me understand so I can bring this to AGM and enquire.

Hi supersaiyan,

Your comment here is very interesting, can you expand on the rubbish part? What is lhi doing more efficiently then QL here and what is the difference in earnings? How is the poultry not doing well?

QL layer farming is not international standard? That is news to me, because I thought they both used monsato technology?

>>>>>>

Regarding poultry, QL eggs has volume. All QL knows is feed the chicken and collect eggs, follow management procedures, sell eggs and collect money. Just like old ah Pak rear 50 chickens, only QL has the scale and (much) more money. (QL feed is rubbish by the way) QL also trades raw material, that trading arm is the key to keep QL poultry alive really.

Technically LHI knows much more than that. LHI is not only integrated, it is also a professional chicken breeder by international standard.

Try harder troll. You never bought glove stocks, but fussing so much. Now angry uncle buy QL stock, make 45% in 1.5 years with huge commitment of capital.

I'm sure you are like all those other "investors" around who buy 30-40 stocks with rm5K each, then when some jump up double you laugh out loud YEAH!! But the results of your total portfolio every year no eye see.

Which is better, someone who only got 6 stock pick over 10 years, or someone who buy 40 stocks over 5 years and still cannot make money?

You know I know la yeah kid?