FYI I dare to post my entire disastrous fraud scenario in serba.

https://klse.i3investor.com/servlets/pfs/120720.jsp#tabs_group2

it is here and documented when I cut loss. Where and when di I buy all the way down to 30 cent?

your actions and the way you talk says otherwise. Why delete your own posts if that were so? no point talking to compulsive liars. cannot win in any scenario, and no point discussing further.

and why are you harping on serba 5% tiny, measly risk/reward scenario fully undertaken, and forget my 50% massive position in pchem, earnings in kpower and scib 4x?

compulsive liars cannot admit their portfolio losses and try to hide and convince themselves otherwise. and woe if anyone poke further, they will run to father mother and blame everyone but themselves for their losses.

No harm in losing money, as long as your entire portfolio is up massively ?( I am still up from 27m in 2019 to 57m in 2022... documented with every transaction on every stock purchase and sale.) How about you? I can only document that you have a huge amount speculate in insas warrants that is dropping in value by more than 60% from the day you bought them. but yes... no lose money sincerely, I know who lee soon sheng is. I dont know you leno except you talk to much and show off too much kid, with no performance to back your showing off. HAHA, embarrassment to your parents, more humility and more ability please, less talk kok and show off would be much better for your life.

Please just move out from your parents house and learn what life is really all about.
>>>>>>>
Posted by leno > 1 minute ago | Report Abuse

I no loss, truly, sincerely ... u no believe can ask sslee mar.

leno... how much losses did you take from your insas warrants? until talk so much on i3, and full of hate and delete message to hide your losses? after promoting so much, very sad indeed. god bless your soul

did I touch a nerve there basement boy? a male acting as a catfish female living with their parents thinking he is a wonderful investor. wasting time talking to a child who cannot act and talk rationally. losing money on margin must have unsettled your brain. I still remember you going on to plantation stocks to tell everyone to sell and buy insas, going to steel stocks to tell everyone to sell and buy insas etc... you so fast forget? you should move out of your parents house, find your own place to live and start thinking about your future little cat. worse is your performance versus your claims is so far apart it is not even rational. I have made money in plantation stocks, glove stocks, and o&g with a tracked buy and sell amounts with timestamp. yes I admit i lost money with serba, but since it is only 5 million in total which i made back from my other big returns in scib and kpower and their warrants and topglove, I would think the overall result is still so much better than your investment in insas warrants. Haha! insas warrants all in, how dangerous and insane is that investment philosophy. and trying to talk kok here and talk kok there... embarrasing. so called doctor la , australia la, living the good life la. now we know how you respond when your stocks are not doing so well... and you have to move back to your parents house and borrow money to pay creditors.

Did you ask forgiveness from people in these i3investor group for introducing Insas and hijack other stock thread to promote Insas to buy? You have done far more damage from the basement of your mother's house than I ever will with your "professional investing" advice.

>>>>>>>

leno

paying back money is one thing
but u must also ask for their forgiveness for cheating their hard earn money

Whatever you think may have happened, I have paid all my debts back with interest. I have made all my family members and friends millionaires, which is more than I am sure a child like you can claim. Do you still live off your parents or go to them borrowing money now and then to find your Australia dreams? Have you paid all your dues to your parents? Or you still one of those who talk a lot but in the end is just another parasite to your family, endlessly telling everyone how successful you are but really is tin kosong. How good other countries are compared to malaysia, but in the end still living off the tit of malaysia whole complaining all the time.

How you do anything is how you do EVERYTHING.
>>>>>>
leno

at least i don't cheat my family members money and go hide in Sabah mar ... until now still don't dare to come back to semenanjung malaya ...
Haiya ... what a shame ... got no shame.
HAHAHAHAHAHAH !!

8 hours ago

If you don't know anything about investing, don't go around other groups telling them to sell to buy Insas. You are doing far more harm than good, especially with understanding like that. When you start learning how to get 25% CAGR growth over the last 13 years... Then come back and talk ok kiddo?

>>>>>>>>
leno

what investment value ?
u are a noob.
Growth stock is about growth in Earning.

I have a trackable portfolio. You should comment on my position in serba after understanding the entire portfolio. My largest position is still in pchem,v which is doing far far far better than Insas and serba. Whatever losses I have made is far covered by the gain I made into place kpowr, scib and pchem. How about you and your Insas warrants?

Pui, professional investor indeed.
>>>>>>
eno

Serba dinamik is the old man favourite growth stock .. bought all the way down to 30 sen .... no wonder still hiding inside Sabah jungle.
HAHAHAHAHAHAHAHAH !!

2 hours ago

They failed at development. They failed at fashion. They failed at f&b. They failed at digital finance. They are among the smallest of the brokerage, and they have been unable to grow their business in any way, shape or form. Like sslee says, the only value of Insas is in selling the pieces and giving back to investors. Too bad this will and can never happen. So what value is in investing in Insas? What growth?

Did someone dropped you as a child? This is embarrassing, under what sort of criteria is Insas a growth stock? Do you even know what a growth stock is?

Pchem ql yinson etc are growth stocks. Why are they called growth stocks? It is because quarter after quarter, year after year the revenue is higher than before. If you don't even understand that definition, how do you become a investor?

>>>>>>
this is growth stock .. we buy for its growing earning, not dividend.
If u want dividend, then go buy other stock.
I never promote Insas as dividend stock.
Nobody stop u buying other stock.
I love Growth stock ...

When you know a company is not honest enough to be transparent to shareholders. When you see timber lorries leaving the warehouse at midnight, when profits are never declared properly... You know that even if Jaya tiasa makes money, you will not benefit from it. Everyone in Sarawak knows this, I'm surprised kyy didn't know the history of the tiong family in sibu.

There is a reason why Jaya tiasa is so "under valued".

Gloves are up, plantation stocks are down.. How now brown cow?


>>>>>>>

03/2022 2:59 AM

Sslee Sorry Harta (17 billion) vs kossan (4 billion) bet is off. I already sold kossan for a small profit to buy plantation stocks.
12/03/2022 6:11 PM

You buy plantation stocks at all time high prices? While I buy glove stocks at low prices. We shall see how it all turns out in the long run.

Good sharing John. For me my biggest exposure to palm oil is via fertilizer costs which everyone need to buy from pchem due to rising costs and delivery delays from foreign suppliers. Some may prefer to buy plantations and dig for palm oil gold, I prefer to be steady and sell you shovels to plant palm oil.

Pchem is my safe and steadily growing stock. My largest concentration and in my opinion the safest stock moving forward with very good growth prospects.

I believe that indonesia is going to have high supply, and they will export their produce out sooner rather than later, just as they have done for the last decades before jokowi.

>>>>>>>

Johnzhang Prior to 2019, we have very high production growth from indonesia to fill any supply shortfall , but the world have no more such luxury! Indonesia is going to secure their own food and energy security. Indonesia continue to pursue B30, B40 biofuel mandate .
09/03/2022 10:13 AM

You will never know how many of my palm oil plantations friends (including myself) doubted how reliable to growth in CPO pricing could be. Most would rather invest in other industries which they don't intend very well, like me and my mistakes with serba instead of investing in a business which they do know well.

At least I did put a bit of money into innoprise and sop for a good trading gain. As usual my maximum exposure is 30% gains for trading. But even I am amazed at the frenzy of buying now

But being in the industry I do know that the pricing is very much due to artificial slow production due to covid and government regulations, and the price is just a temporary imbalance which will soon correct itself.

Don't worry so much about it. I have earned my trading profit which I think it's safe, move on to the longer horizon items.


>>>>>>>>

I had to admit my buy and hold on Insas cost me dearly. Should have sold and all in plantation stocks.
09/03/2022 6:44 AM

Seems like you don't understand what dividends are. Maybe you should try it one day.

Or better yet try to keep a long term portfolio and really look at your results when you try to "time" the market.

>>>>>>>

/2022 6:44 PM

investmalaysia618 seems like you dont understand between a drop in share price vs taking profit
08/03/2022 10:25 PM

If you can't handle a small dip in your earnings over the short term, you really shouldn't be buying stocks

What do you mean red colour? My pchem is up so much this year from 8 to 10.... And I still enjoy 46 cents dividends. And more to come as increase production capacity.

When you look at businesses to invest in during covid, you try your best to find business that need minimum manpower, and are commodity based industries as that will show the most price power during this period. Steel, aluminium, oil etc those are the building blocks for the downstream industries. Why pchem is so stable because the production is automated a lot

Better than the so called doctor, rich and fun of Malaysia say live in Australia what la in the end still stuck in rat race without any hope
>>>>>>

leno

so, when tide rise, so many clever people say must use MARGIN to win big, include that old man who run and hide in sabah ... HAHAHAHAHAHAH.

59 minutes ago

I still have my farm, and the reasoning is simple. I have no control over the asking price of CPO or any understanding over demand. However the production cycle of innoprise and sop is capped. As I have enjoyed my dividends and 30% capital gain from those companies as a trading gain I know that production of plantations is still constrained and will not increase further. The growth expansion or diversification plan of those companies is also nonexistent unlike sslee excellent company in Indonesia which has multiple revenue points and huge tract of cheap land ( except his big big boss is not showing palm oil to be exported out of Indonesia, which is causing our oil prices to stabilise and increase - Jokowi can change his mind anytime)

https://asia.nikkei.com/Business/Markets/Commodities/Indonesia-imposes-mandatory-domestic-sales-for-palm-oil

This was the main reason why we are having such good prices today, we just thank Indonesia to a huge extent.

So my foray into palm oil stocks is always speculative ( and thus volume very very small) thanks to good advice from Calvin tan on what to buy. So you see I can learn from mistakes( and learn from Calvin tan as well).

Speculative trades for itchy fingers versus safe bets long term like pchem, ql, yinson and Harta. As usual the rules are the same, buy it when it is really really cheap when no one wants to buy, sell it when everyone is crazy over it. That is how you make money to actually live in New Zealand. Unlike Leno talk so much but still trying to migrate out of Malaysia.

>>>>>>>>
Posted by sniper123 > 19 hours ago | Report Abuse

hi philip, My apology for digressing but I notis that you have dispose off all your all your plantation stks when the CPO continues its meteoric rise. What is your rationale for selling?? I'm trying to understand your thought process. Tq

That is because you can still only look at share price only as a measure of growth. In the 3 years I have owned ql,
They have grown from 160 stores to 242 stores to a upcoming 300 stores around Malaysia. Revenue is hitting 1.4 billion per quarter despite the highest feedstock increase ever and government controls on chicken prices while everyone in the market is losing money with chickens and eggs, only QL is making money. In the time I have owned them, they have boilermech, palm oil plantation increases and more marine exports then ever. Why would I sell when I get much more dividend every year than I put in? Why would I sell my gems to buy junk?

Like Insas needing to sell inari? I definitely don't need to kill my golden goose just to take the last few eggs.

As for serba, yes every now and then EVERYONE makes a mistake. But luckily looking at the entire body of work, my 4 years holding since I started my portfolio publicly in 2019, I have CAGR of 15.8% growth every year compounded, and serba was a risky but small position in my portfolio unlike pchem( which have performed better than any of Insas stock acquisition over same time), and if you look at performance, my portfolio has performed better than Insas portfolio( even sslee performance is better than Insas performance).

Too bad Leno entire net worth is in Insas, even going so far too promote Insas in every other stock page. In the short term he was successful and push Insas price up, in the long term people realize what Insas is( a inefficient and low performing company), and the company performance shows.

How else would you explain a company that has a lot of "cash" and yet borrows money to raise preferred shares( why borrow then?), Keeps selling it's golden goose inari to pay for other expensive mistakes, and create zero shareholder value (except for a dividend which even EPF at 6.1% outperforms).

My largest position is in pchem yes, and compared over the same period, which is the better positioned company in terms of management, growth and moat of business? I'm sure only biased eyes will say Insas. Because using any single metric, we realize an interesting point. Cheap companies can go cheaper. While expensive 40 billion companies can actually become hundred billion dollar companies.

>>>>>>>>
Posted by Sslee > 17 hours ago | Report Abuse

Philip sold SOP to buy Pchem. He should had sold his QL 3 years ago and put the money on Pchem, this is his missed opportunity cost on time.

Why are you showing off? Imagine you put all of that insas funds into bplant instead of insas... you would have been making more money on it instead of losing money on missed opportunity cost on time.

how much is that worth? I think you have been holding insas since 2018? or longer? Is that 4 year holding period on insas worth it? While other make tons of money with gloves and palm oil plantation and commodities, insas is back to its original not alive but not dead value.

The question has to be asked, why is the company with net assets 4 ringgit, 5 ringgit only valued at 85 cents? We need to invert and ask this question.

But the answer is clear and simple, the poison pill defence of 33% and owned by a shareholder unfriendly owner who would rather sell golden goose inari, use dividends and give it to roset, melium, dome, vigcash, sengenics and other lousy companies to keep them afloat instead of giving it to shareholders or growing the next inari is the reason why insas is avoided by fund managers and institutions alike. The only ones who buy insas are those who dont know anything about the business model of insas and can only look at the "net asset" value of the company.

>>>>>>>>

Sslee

Just show off a bit to kid CYC
5254 BPLANT 555,000 0.6314 1.1900 350,427.00 660,450.00 310,023.00 88.47

I think in terms of performance and share price gain, i think air asia has a better performance over time than insas. In terms running business with performance, i think the maintenance arm and tune pro and bigpay have a much better performance than sengenics, dome cafe, melium, roset limosine service, vigsys, etc. Which one of these assets actually made money? we can say that inari is paying for the upkeep of these loss making assets over the years. air asia at least had a fast growing business that was manhandled by pandemic.

>>>>>>>

Posted by Sslee > 2 hours ago | Report Abuse

Sometime I wonder all the money are chasing plantation stock because of unprecedent palm oil price. But there are still people putting their money base on faith with Stony.

Better he buy than a company owner that knows his company is undervalued but does nothing to reduce sharecount or buy back own shares.


>>>>>>>>>

Sslee

MR KUAN KAM HON @ KWAN KAM ONN 14-Jan-2021 Acquired 90,000 12.574 View Detail
MR KUAN KAM HON @ KWAN KAM ONN 13-Jan-2021 Acquired 180,000 12.923 View Detail
MR KUAN KAM HON @ KWAN KAM ONN 11-Jan-2021 Acquired 430,000 12.173 View Detail
MR KUAN KAM HON @ KWAN KAM ONN 08-Jan-2021 Acquired 300,000 11.259 View Detail
MR KUAN KAM HON @ KWAN KAM ONN 11-Sep-2020 Acquired 500,000 12.519 View Detail
MR KUAN KAM HON @ KWAN KAM ONN 11-Sep-2020 Acquired 88,600 11.949 View Detail
MR KUAN KAM HON @ KWAN KAM ONN 09-Sep-2020 Acquired 500,000 13.229 View Detail
MR KUAN KAM HON @ KWAN KAM ONN 09-Sep-2020 Acquired 500,000 13.200 View Detail
MR KUAN KAM HON @ KWAN KAM ONN 09-Sep-2020 Acquired 60,000 13.218 View Detail
MR KUAN KAM HON @ KWAN KAM ONN 08-Sep-2020 Acquired 460,000 13.685 View Detail
MR KUAN KAM HON @ KWAN KAM ONN 07-Sep-2020 Acquired 200,000 14.087 View Detail
MR KUAN KAM HON @ KWAN KAM ONN 04-Sep-2020 Acquired 300,000 14.106 View Detail
MR KUAN KAM HON @ KWAN KAM ONN 03-Sep-2020 Acquired 380,000 14.392 View Detail
MR KUAN KAM HON @ KWAN KAM ONN 17-Aug-2020 Acquired 320,000 15.498 View Detail
MR KUAN KAM HON @ KWAN KAM ONN 14-Aug-2020 Acquired 950,000 15.943 View Detail
MR KUAN KAM HON @ KWAN KAM ONN 14-Aug-2020 Acquired 280,000 16.163 View Detail

So did MR Kuan buying stop Harta share price from dropping?

4 days ago

if that were true, why are china gloves and face mask facing massive losses while malaysian gloves still profitable? Maybe being in the market for last 30 years has something to do with it

>>>>>>
NatsukoMishima

Rm 2.xx - 3.xx not a joke ! It will really happen soon ! Dont fight with your money , China glove really kill malaysia glove !

3 days ago

Fyi if you look at my transaction list after selling sop, you will have noticed i used it to buy pchem for suburbs 23 centre and more capital gain

It's more important to be right, than to time the market.

But 25% profits from short holding period, better than buying unmoving Insas.

>>>>>>>>

Sslee Again proven Philip sold his SOP too early at RM 4.68 like when he sold his TopGlove.
28/02/2022 10:34 AM

All time high all time high, all time high.

Who really cares Sslee? Without a proper trackable portfolio you can say whatever you want, might as well say you made millions on xinquan and sold all at the right time. You don't exist anyway but just a fake i3 post guy.

Please stick to hartalega stock analysis in this group and no need to pollute with your imaginary results.

There is a reason why we look at qr results instead of whatever the owners of insas is marketing about this time around.

>>>>>>

Posted by Sslee > Feb 24, 2022 9:06 AM | Report Abuse

My plantation stock Bplant is performing. My steel stock prestar is also performing, my Masteel and Hiaptek still book loss.

Yes I did I had a slight loss. Bought at 44 sold at 40. Still better than losing everything in xinquan. How much did you lose with xinquan since we like digging into painful spots?I remember you were top ten shareholder.

>>>>>>

Sslee @Philip,
Do you also loss money on Serbadk Bond?
23/02/2022 5:44 PM

How is the dividend sustainable?

How to evade all out fraud company? And to be honest I'm the 25 years that I have known them I did not invest in then until recently and even then only with 7% of my portfolio, so I am fully aware of the risks I am taking. But as you know my major holdings have been doing very well over this period, so win 9 times lose out 1 times, I think it is fair.

Fyi my losses for serba is lower than my gains from kpower and scib. Look it up, it's tracked in my portfolio.

>>>>>>

Posted by Windy1974 > Feb 23, 2022 3:52 PM | Report Abuse

Philip. You were spot on our management and understanding the business you invest in. Look where it got you for Serba

The fact that you are using profit from other places to collect nonperforming stock insas shows how you are simply buying without thinking deeper.

Just like management of insas selling inari to fund start ups in sengenics and card vis fraud etc.

But go ahead go and buy whatever you want. But no need to be like Calvin tan go to other threads other business just to push people to buy insas.

Not everyone is silly.

>>>>>

Sslee I have no problem with Insas or Insas CEO Dato' Wong.
In fact I am happily collecting Insas with profit I made from my other shares investment.
23/02/2022 3:17 PM

Then why no one in bursa and in foreign institutions know about your intrinsic value definition of insas? After so many years still people are blind to insas? I think you should spend more time trying to understand your biggest position insas versus why I would rather buy loss making harta and serba and pchem than putting a single cent into insas.

Your intrinsic value is wrong because you fail to add in quality of management and their ability to burn cash into lousy businesses instead of investing in good growing companies.

The failure to recognize the poor usage of cash is why no one is willing to be a long term investor in insas.

Nothing is wrong, hartalega is 15% of my portfolio and I am buying more once I receive dividends. As you can see from my portfolio which I share clearly every action done, I am buying and holding and looking to collect more as time passes. I still believe that harta will be a 10 billion USD company moving forward, and I am happy to hold and buy more. Hartalega hasa very clear plan to growing earnings with more production coming online.

If you have bothered to read the qr reports you can answer a simple question on supply chain.

I may have been wrong in predicting a quarterly return, but guess what I have bought it at a cheap price which is at 2018 levels, with huge cash to fight new entrants to the industry.

But looks like I was still right to avoid insas. It is and has always been a value trap. And the fact that you seem to think that it is a wonderful company just because it has "assets" makes wonder as you use the same lens to value companies like kossan (4 billion net worth with billions of cash).

Mind telling me your projections for insas 5 years from now? Will it be worth more or the same?

Or will insas be forever a value trap?

Sslee, grow up. You have never been to harta plant or topglove plant and you obviously have no idea what sort of competitive advantage they have versus Kossan. As someone who only looks at earnings per share and market cap, you deserve everything you get.

You deserve insas. Please stop trying to get people to buy such a lousy company with no growth prospects and no idea how to use the good luck they received with inari except selling more of it to fund bad investments like sengenics and car rental and fashion houses.

Funny how someone who buys insas and tunepro seems to think they should have the right to tell others what to buy.

Trying to promote insas in another channel is embarrasing. Those who know about insas will avoid it due to no future growth or a clear way of using money. Why spam in hartalega?


>>>>>


Sslee Insas:
29-Nov-2021 30-Dec-2021 DIVIDEND Interim Dividend RM 0.0250 Dividend Detail
07-Dec-2020 21-Dec-2020 DIVIDEND Interim Dividend RM 0.0200 Dividend Detail
06-Dec-2019 20-Dec-2019 DIVIDEND Interim Dividend RM 0.0200 Dividend Detail
23/02/2022 8:40 AM

As someone who has visited press metal plant in bintulu recently, I thought the reason why press metal is a 56 billion ringgit company and alcom is a penny stock would be very very clear.

Cost structure, management, access to customers and margins.
1. Cost structure - power supply from an ESG approved hydro source negotiated at much lower rates than tnb and cheap labor and cheap land agreement with Sarawak government which is the biggest costs in any manufacturing center is a huge huge difference from alcom scale. Peanuts versus elephants.

2. Management - very well managed company which supplies to the largest electronics company in the world, and major European and American companies versus a company which if not for shortage and inflation will be loss making and unable to compete internationally.

3. Access to customers - cash and reputation is king. Who do you think wins?
4. Margins - for all the reasons above, press metal has huge and wonderful margins.

For these reasons I think buying alcom is a silly idea born of speculation in penny stocks. Anyone who buys penny stocks deserves everything they get from it.

Then why is kossan 4 billion and harta still 17 billion?

>>>>>>>>

Sslee Kossan EPS 8.57 cents compare to Harta EPS 7.58 cents
Harta more room to drop.
17/02/2022 10:25 PM

And that is why I bought diy IPO and after selling it still goes up, while some buy a huge position in insas, which still is the same 80-90 cents forever.

Looks like you still have much to learn about business. Well, just stick and read up more about diy over the years, as they ramp up more and more shops and open in places you have never heard of.

>>>>>>>>>

Sslee How to make 800 million a year in profit when you are only jaguh kampong (Malaysia and Brunei) and any other expansion beyond Malaysia and Brunei is not belong to you but the pocket of major owners?

Sslee, how much would you pay for a company that can realistically make 800 million a year in profits with a highly scalable business model and very resilient to pandemic performance?

Those who understand business will know why diy did almost a billion in revenue and 134 million in profits after tax.

Those who only look at past results will say... Diy is overpriced.

Hope you learn something new.

Sold sop @4.68. completed trade in history at v26.8%

Why?
Because it is not a blog page, it is my own portfolio page for people to read and learn how I buy stocks and compare what I do with the results over a 5-10 years.

It is not made for you and raider and others to start a kopitiam and talk nonsense.

what is wrong with you kids these days? dont know how to make money so spend it on pasar malam talk instead?

>>>>>>>>

Posted by Mikecyc > Feb 14, 2022 11:42 AM | Report Abuse

Haha why ah Philip is closed his blog on this ??? i am just posted today ...

If China selling price can be same as harta cost price, then I will definitely sell. Right now it is total opposite. If price war happens, I know who will win.

Because that directly relates to when I will sell harta, when their production costs becomes uncompetitive versus China producers.

Maybe you can answer my question first on intco and bluesail cost of production per box of gloves?

>>>>>>>>

tonypang01 Uncle Philip, when you invest stock eg Harta ....how long u plan to hold? also how your strategy to average down if Harta keep on dropping due to sentiment?
12/02/2022 9:49 AM

I get to buy harta at 2017 prices, only this time they have 60 billion more capacity on the way, paid almost 60 cents in dividends, and they still have 3 billion in cash with almost no debt. Very hard for a company to go bankrupt if they don't borrow money.

In any case, you don't go to the supermarket when prices are high, you buy when got big big discount available.

>>>>>>
tonypang01 Uncle Philip, what make you such high % invest into Harta? there must be some unique or strategic positioning with yr wisdom investment journey.

Let me ask you back a question, what is intco and bluesail production cost per box of gloves? What is hartalega production cost per box? Once you find that info out( not in annual report or quarterly report), then you will know who can sell at low prices and still make money.
>>>>>>>>


tonypang01 Thanks Uncle Philip, how do you think Harta or Malaysia glove competitiveness vs China glove co especially Intco or bluesail?

To be honest I've owned topglove since 2010, and sold it ten years later haha. But to answer your question, look at the historical net profit quality. You will quickly notice how high the profitability is for harta compared to all their competitors like the ones you mentioned. Why is it so? Nitrile gloves dominance, with applications in medical line, due to their patents in inventing the first nitrile gloves technologies.